Job Description

Location: Remote
Type of Employment: Contract
We are seeking a highly experienced Senior Functional Consultant with strong technical acumen and expertise in SF Wealth Management to spearhead a critical project. The ideal candidate will have a proven track record of successfully implementing Wealth Management systems and integrating them with back-end accounting packages. Experience with the APX accounting system, particularly in the context of SSNC, is highly desirable. However, candidates with experience integrating with other accounting packages will also be considered.


  • Serve as the subject matter expert (SME) in setting up workflows, defining the user interface (UI), and advising on the selection of modules for the Wealth Management system implementation.
  • Analyze project parameters, identify specifications, and provide recommendations for the successful integration of Wealth Management with the existing accounting system.
  • Ensure that the implementation process aligns with business objectives and does not disrupt manufacturing capacity.
  • Work closely with stakeholders to understand requirements, provide expert advice, and develop comprehensive strategies to improve business performance and functionality.
  • Minimum of 5 years' experience in a senior functional role with a focus on Wealth Management systems.
  • Strong technical proficiency and familiarity with SF Wealth Management.
  • Proven expertise in integrating Wealth Management systems with accounting packages, preferably APX.
  • Ability to provide guidance and support to teams working on the implementation, particularly those unfamiliar with SF Wealth Management.

Additional Information:

Overture Partners is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, national origin, disability, sexual orientation, gender identity or expression, marital status, genetic information, protected veteran status, or other factors protected by federal, state, and/or local law.

Job Title: Salesforce SME Wealth Management 
Job Number: 23418

Application Instructions

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