Domain Consultant - Wealth Management

Company Overview

At Bridgenext, we engineer Growth Operating Systems. Most enterprises have spent millions on their revenue stack and still aren't seeing the growth they expected.They have tools that function, but no system that wins. We help growth-hungry companies close that gap by turning fragmented platforms, siloed teams, and disconnected data into one integrated Growth OS. More than a technology company or marketing agency, we're a global digital consultancy with experts in engineering, data, AI, creative and more.

Our teams are made up of experts who believe in engineering impact, starting with putting people at the center of everything we do. Every team member directly shapes our work, culture, and values. Nothing matters more to us than a kind, respectful, fulfilling environment that supports everyone. Our flexible, inclusive culture gives you the autonomy, resources, and opportunities to thrive.

Position Description

We are seeking a mid-career domain specialist embedded in Bridgenext's financial services practice, focused on the US wealth management space. Works alongside solution architects and delivery teams to bring functional depth to pre-sales pursuits and active deliveries. Brings working knowledge of US wealth platforms, data flows, and regulatory context to shape better solutions and win more deals.

Responsibilities:

▸ Domain Support in Pre-Sales: Participate in discovery calls, RFP responses, and solution workshops — contribute functional knowledge of US wealth operations to shape proposals and demos.

▸ Requirements & Functional Design: Lead business requirements gathering, write functional specs, map current-state vs. future-state workflows for wealth clients (onboarding, portfolio management, reporting, compliance).

▸ Platform Knowledge: Bring working knowledge of US wealth platforms — Tamarac (CRM, rebalancing, reporting), Salesforce FSC, Orion, Advent/APX — to inform solution design and integration strategy.

▸ Data Analysis & Documentation: Support data-related workstreams — help define data models, map data flows between custodians/platforms/reporting tools, document data quality issues and governance gaps.

▸ Client Interaction: Participate in and occasionally lead client workshops, UAT reviews, and business process walkthroughs with client stakeholders.

▸ Thought Leadership: Contribute to internal knowledge base — document domain patterns, build reusable artifacts, assist with POVs and whitepapers.

▸ Delivery Involvement: Act as a functional anchor on project teams — validate that what's being built reflects how wealth firms actually operate.

Must Have Skills:

▸ 6–9 years of experience — either from the US wealth industry (operations, compliance, technology at an RIA, broker-dealer, custodian, or wealth tech firm) or from IT services consulting serving US wealth clients.

▸ Solid working knowledge of the US wealth ecosystem — understands the RIA/broker-dealer distinction, custodian models (Schwab, Fidelity, Pershing), advisor workflows, and regulatory basics (SEC, FINRA, Reg BI).

▸ Hands-on experience with at least 2–3 of: Envestnet | Tamarac, Salesforce FSC, Orion, Black Diamond, Advent/APX, Redtail, Morningstar.

▸ Data awareness — understands how wealth data flows (custodial feeds, account aggregation, portfolio accounting to reporting). Can read a data model, identify gaps, and work with engineering teams on data requirements.

▸ Comfortable presenting to client stakeholders and working in cross-functional teams.

▸ Strong documentation and communication skills — can turn a messy discovery session into a clean functional spec.

▸ Experience in at least 2–3 full project lifecycles involving US wealth clients.

Preferred Skills:

▸ Exposure to Tamarac implementations or migrations.

▸ Salesforce FSC configuration or functional consulting experience.

▸ Familiarity with custodial data feeds and integration patterns (Plaid, Yodlee, MX).

▸ Understanding of GIPS, Form ADV, 13F, or other regulatory reporting.

▸ Awareness of AI/ML use cases in wealth — next-best-action, risk profiling, GenAI in investment research.

▸ CFA Level 1/2, CFP candidate, or Series 65/66.

▸ Familiarity with BI/reporting tools — Tableau, Power BI in a wealth context.

▸ Prior experience building domain knowledge bases or reusable frameworks at a services firm.

Professional Skills:

• Solid written, verbal, and presentation communication skills
• Strong team and individual player
• Maintains composure during all types of situations and is collaborative by nature
• High standards of professionalism, consistently producing high quality results
• Self-sufficient, independent requiring very little supervision or intervention
• Demonstrate flexibility and openness to bring creative solutions to address issues 

Bridgenext is an Equal Opportunity Employer