Manager, Portfolio Data, Black Diamond Wealth Platform opening located at a wealth management firm in Boston

As a Senior Recruiter at Fanning- Masis, I assist my client companies, investment firms located in and around Boston, with their candidate recruitment process. This scenario has enabled me to serve as a valuable resource to an individual who may be actively or passively interested in pursuing a new position in the financial services industry to serve as a catalyst for continued career growth and development.

I’m writing to inform you that one of my client companies, a wealth management firm in Boston which serves a HNW & UHNW client individual and family client portfolio, is seeking a Manager, Portfolio Data, Black Diamond Wealth Platform, an individual tasked to administer and optimize this platform by spearheading the design, management, and delivery of investment data and reporting deliverables to support the Wealth Advisory/ Management ...