Need Individual with Financial services Indusrty exp and Management Consulting experience
Experience On Transfer Agency
Experience on Fund Administration
Experience in Wealth and Asset management firms
Additional experience of having worked on data remediation projects
Past Experience of having worked on client onboarding projects.
Worked extensively on Data projects
Objective of the Effort: Create
a proposal for strategic client onboarding platform/utility for Northern Trist
including roadmap for implementation, incorporating existing/past efforts and
learnings from the remediation program
Scope of the Effort:
•The
onboarding utility scope should include
all customers
including Global and Domestic Custody and all Wealth Management ( No HFS, No
GFS)
•Leverage
the work being done for FA/TA
•Build
current state and future
state reference architecture and conceptual design
(
aligning it with the capability map or leveraging it)
•Create
a list
of client attributes required
for onboarding
•Create
a component
diagram with
key building blocks and interfaces
•Build
L0
sizing for
the onboarding utility
•Create
a detailed
implementation roadmap
with components listed
•Create
a AR
that outlines effort and cost included in the roadmap
Key Deliverables
12
week effort with the following deliverables and
the deliverables are bold, underlined and italicized
Experience in creating a implementation/roadmap for projects
