Posted 23 Days Ago Job ID: 2085826 31 quotes received

Wealth Tech Integration - Project Work

Fixed Price or Hourly
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  Send before: May 24, 2024

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We are seeking a skilled Wealth Tech Integration Specialist for our small financial planning firm. The ideal candidate will be responsible for integrating various wealth technology platforms to streamline operations, enhance efficiency, and improve user experience. This role involves designing, developing, and maintaining APIs that connect disparate systems and enable seamless data flow between them. Additionally, the specialist will create automations to reduce manual processes and increase overall operational efficiency. The specialist will work closely with both tech and financial teams to ensure that all platforms are optimized for performance and usability.


  • Design and implement integration solutions for various wealth management technology platforms.
  • Develop and maintain robust APIs to facilitate effective communication and data exchange between different systems.
  • Create and manage automations to streamline processes and reduce manual intervention across platforms.
  • Analyze current technology infrastructures and propose improvements to enhance system scalability and performance.
  • Collaborate with IT and financial teams to understand their needs and provide technical solutions that align with business goals.
  • Ensure the security and compliance of system integrations with industry standards and regulations.
  • Provide technical support and training to staff to help them effectively use integrated systems and automations.
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Amber A United States