Wealth Management And Advisory Business Associate

Wealth Management and Advisory Business Associate

Who We Are:

Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.

Job Description

Oppenheimer Asset Management is seeking a Wealth Management and Advisor Business to join their Program Advisory team in New York City. The individual in this role will work with our financial professionals, stakeholders from all business units and relation 3rd parties around our product set build effective field communications, develop technology solutions with tech partners and interface with various teams, including Sales, Operations, Legal, Compliance and Trading.

Responsibilities:

• Work with financial professionals around our advisory programs, offering solutions and enhancements to our product set
• Analyze current business processes and systems, define needs and document business change and software requirements
• Work with various business groups to assess and enhance processes, systems and workflows
• Monitors project progress by tracking activity, resolving problems, publishing progress reports and recommending actions
• Draft system specifications and requirements documentation and configure business workflows
• Builds test scripts and perform User Acceptance Testing which included; running tests, documenting results, organizing testing meeting and preparing results for audit/compliance
• Work with IT, internal and external, coordinating systems enhancements and updates to meet business needs
• Works on program governance for all advisory solutions
• Conduct training sessions on in-house applications via web-demonstrations and in person for new employees
• Provides references for users by writing and maintaining user documentation, financial professional communications and supplies help desk support

Requirements:

• Bachelor’s Degree
• Have 1 to 3 years’ experience interfacing with business and technical teams
• Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook)
• Experience writing and reviewing business processes, functional design and working among development teams
• Experience with User Acceptance Testing
• Bachelor’s Degree
• Able to interface and articulate well with all levels of employees, Management and clients in a highly professional, timely and friendly manner
• Excellent verbal and written communication skills
• Able to work independently and contribute to team effort
• Creative, analytical thinker and problem solver
• Exceptional ability to learn and teach new software systems/upgrades
• Capable of multitasking and has consistent follow-up skills; meets deadlines
• High attention to detail and accuracy, conscientious, professional demeanor, reliable

Compensation:

For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $70,000.00 - $85,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.