Senior Wealth Management Solutions Consultant

Incedo Inc.

Full-time Finanzas
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Location
región centro, jalisco, Mexico
Posted
July 08, 2026

Job Description

Incedo Inc. is seeking an experienced consultant analyst with expertise in wealth management. The role involves collaborating with business stakeholders and translating requirements into functional specifications across various WM platforms.

Key responsibilities include requirement gathering, documenting specifications, and supporting initiatives related to portfolio management and reporting. Candidates should have over 7 years of experience in wealth management and strong analytical skills.

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