Wealth Management Specialist, Sr. develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist, Sr. keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist, Sr. follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. Typically has the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist, Sr. work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Wealth Management Specialist, Sr. typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
The Sr. Manager of HRP Transaction Management will oversee and manage HRP Transaction Management functions effectively. This entails leading a team, prioritizing tasks, establishing and enforcing standards, training staff, testing and implementing new code, analyzing user requirements, and aligning work with business priorities.
Education and Experience
Bachelor’s degree required or Master’s degree preferred in ComputerScience, Business, or a related field preferred. At least twelve (12)years of IT experience in developing, implementing, and supportingsoftware systems. At least eight (8) years of experience in a lead ormanagement role, with at least five (5) of those years within an ITdepartment. Three (3) plus years of managing a claims system withjava, Oracle, and UNIX experience. At least five (5) years ofexperience in a healthcare environment is required. Demonstratedexperience in leading with large, complex projects. Experience with avariety of project/process management tools and methodologies (e.g.Agile, Scrum, Kanban, Waterfall, and Lean).
Special Skills, Licenses and Certifications
8 Years of experience in Java8, Apache Camel, Spring Boot, XML,Maven, Web Services (SOAP/REST), Apache ActiveMQ/JMS,PL/SQL, Linux & Shell Scripting, WebSphere, Web servers,AppDynamics. 8 Years’ experience in Oracle or SQL Server.
Performance Based Competencies
Strong verbal and written communication skills are important,responsibilities will include extensive team and customer contact.Ability to quickly acquire in-depth knowledge of new systems andsoftware configuration at PHC. Strong written and oral communicationskills with ability to interpret and understand technical requirements.
Work Environment And Physical Demands
More than 50% of work time is spent in front of a computer monitor.
All HealthPlan employees are expected to:
HIRING RANGE:
$ 133,515.56 - $ 180,245.32
IMPORTANT DISCLAIMER NOTICE
The job duties, elements, responsibilities, skills, functions, experience, educational factors and the requirements and conditions listed in this job description are representative only and not exhaustive of the tasks that an employee may be required to perform. The employer reserves the right to revise this job description at any time and to require employees to perform other tasks as circumstances or conditions of its business, competitive considerations, or work environment change.
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