Domain experience (beneficial, not required): any of the following gives you a head start, and none of them on its own is the role: DTCC Fund/SERV, NSCC Networking or AIP; direct experience inside a custodian, transfer agent, fund administrator or wealth platform; alternatives operations or product experience from a firm such as iCapital or CAIS; order management or trading platform integration; knowledge of the wealth management channel and managed accounts, including model-driven and portfolio-driven trading. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum.