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Wealth Management Product Specialist - Tax & Trust

Job in Schenectady, Schenectady County, New York, 12301, USA
Listing for: Tephra
Full Time position
Listed on 2026-06-09
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm is seeking a Product Specialist for Wealth Management. The successful candidate will provide solutions in Tax Lot and Trust Accounting and must have 13-18 years of related experience. This role involves collaboration with engineering and testing teams to ensure solution efficacy, and candidates should be willing to travel across the US and Canada. Strong communication skills and knowledge of industry regulations are essential.

Proof of vaccination is required for employment.
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