Valeo is actively seeking a Business Systems Integrator. Reporting to the Director of Technology, the Business Systems Integrator will play a vital role in ensuring seamless integration between the firm’s proprietary tools and third-party platforms. They will collaborate closely with internal stakeholders, including advisors and various operations teams, to design and implement solutions that improve data flow, operational efficiency and client service. The successful candidate will understand the unique technological needs of a Registered Investment Advisor (RIA) firm and drive integration initiatives that align with business goals and compliance requirements.
This position will be based in our Carmel, IN headquarters and will require consistent in-person attendance. This role will start in January of 2025.
Duties and Responsibilities:
System Integration:
Process Optimization:
Data Integrity and Management:
Solution Development and Customization:
Desired Qualifications:
Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $9B in assets under management, and is rapidly growing and expanding. We provide comprehensive, independent financial advice to our clients with one simple transparent fee. Based in central Indiana, we are committed to empowering the next generation and revolutionizing the financial services industry. Valeo provides competitive benefits including flexible leave policies, 401(k) with company match, and health coverage.
Valeo is an Equal Opportunity Employer. Valeo does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment decisions are based on qualifications, merit, and business need.
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