Senior QA Analyst – Managed Accounts

Job Title: Senior QA Analyst – Managed Accounts

Location: St Louis, MO or Charlotte NC 

Job Type: Contract

Duration: 1 year 

Job Overview:

We are seeking an experienced Senior QA Analyst to support a high-profile initiative. This initiative will allow Financial Advisors (FAs) to integrate their own models with external investment strategies to manage client assets more effectively. The role will focus on testing development work done by our vendor, and internal applications/processes to ensure high-quality code and minimal risk.

The ideal candidate will have a strong background in SMA/UMA/Managed Account platforms and expertise in test strategy development, execution, and defect management. Experience with APL, Fiserv, and InvestCloud is preferred.

Key Responsibilities:

• Develop, prioritize, and execute test plans, test cases, and test scripts for managed account technology solutions.
• Identify, document, manage, and resolve defects in collaboration with internal teams and vendors.
• Partner with technology, operations, and business teams to define and implement the testing strategy, ensuring robust coverage and high-quality delivery.
• Provide structured status updates and insights on testing progress, risks, and defect resolution to leadership.
• Work independently with minimal supervision, ensuring testing timelines and deliverables are met.
• Assist in creating documentation, training materials, and other project-related artifacts as needed.
• Support strategic initiatives around risk mitigation, efficiency improvements, and customer experience within the Managed Accounts space.

Required Qualifications:

• 4+ years of experience in Quality Assurance, Business Operations, Management Consulting, or Strategy Consulting with a focus on investment/wealth management platforms.
• Hands-on experience with testing methodologies, defect tracking, and test automation (where applicable).
• Strong knowledge of SMA/UMA/Managed Accounts, including portfolio management and advisory platforms.
• Experience with industry platforms such as APL, Fiserv, and InvestCloud is preferred.
• Ability to work cross-functionally with technology, product, and business stakeholders.
• Strong analytical skills and attention to detail, with a structured approach to problem-solving.
• Excellent communication and reporting skills to provide clear status updates and risk assessments.

Why Join Us?

• Opportunity to work on a high-profile, strategic initiative that impacts Financial Advisors and their clients.
• Exposure to cutting-edge investment technology solutions within the wealth management space.
• Collaborative work environment with a team of industry experts and leading technology vendors.
• Competitive compensation and potential for long-term career growth in investment technology.

If you have a passion for QA, managed accounts, and investment technology, and you thrive in a fast-paced, collaborative environment, we encourage you to apply!

You will receive the following benefits:

• Medical Insurance - Four medical plans to choose from for you and your family
• Dental & Orthodontia Benefits
• Vision Benefits
• Health Savings Account (HSA)
• Health and Dependent Care Flexible Spending Accounts
• Voluntary Life Insurance, Long-Term & Short-Term Disability Insurance
• Hospital Indemnity Insurance
• 401(k) including match with pre and post-tax options
• Paid Sick Time Leave
• Legal and Identity Protection Plans
• Pre-tax Commuter Benefit
• 529 College Saver Plan

Motion Recruitment Partners (MRP) is an Equal Opportunity Employer. All applicants must be currently authorized to work on a full-time basis in the country for which they are applying, and no sponsorship is currently available. Employment is subject to the successful completion of a pre-employment screening. Accommodation will be provided in all parts of the hiring process as required under MRP’s Employment Accommodation policy. Applicants need to make their needs known in advance.