Wealth Management Consultant

Seeking a full-time remote Wealth Management Consultant, the ideal candidate will lead custodial data integration initiatives, optimize Salesforce CRM workflows, and independently manage deliverables while collaborating with various teams. Key responsibilities Lead custodial data integration from requirements gathering through implementation and testing Design and optimize Salesforce CRM workflows to enhance wealth management operations Collaborate with stakeholders to gather requirements and deliver scalable solutions Required qualifications 10-12 years of experience in financial services, specifically in Wealth Management/RIA environments Hands-on experience with custodial data integration using Tamarac Proficiency in Salesforce CRM, preferably Financial Services Cloud Strong ability to translate operational requirements into efficient data and CRM workflows Demonstrated skills in troubleshooting data discrepancies and integration issues