Olmstead Associates is known for providing exceptional talent with deep industry expertise to help drive or support our clients' strategic initiatives in the asset management, custody & administration, and wealth management verticals. 

If you have experience with technology and business change management and have previously worked at asset managers and servicers, wealth managers or related vendors, we would welcome the opportunity for you to join the Olmstead Associates Expert Network. 

Olmstead Program Managers bring project management skills, domain knowledge, and the scars from experience with complex programs.  From software implementation, client on-boarding and business transformation efforts, our program managers are relied on to drive success through planning, vision, consensus building and accountability.

Many of our Project Managers are PMP certified.  All of them have the education of experience and domain expertise.  The securities industry, investment instruments, workflows and business processes are complex.  Our PMs bring the knowledge and experience to anticipate bumps in the road and ensure a smooth and seamless implementation.  

Olmstead's Data Architects and Analysts have experience defining a strategy to solve the challenges caused by the islands of data that characterize many financial institutions today.  From data governance, enterprise data management and data warehouse projects to implementations of data intensive applications, our DAs ensure and "future-proof" our clients' projects.

Optimizing business processes and technology is an art.  Business Analysts who can truly capture the needs and requirements of disparate users and translate into an effective roadmap are artists.  Olmstead BAs bring deep knowledge of the industry.  They are detailed oriented but naturally social and inquisitive and want to optimize business processes.  

Desired Experience Areas Opportunity Areas
  • Investment Management & Trading
  • Data Management
  • Client, Sales & Marketing Reporting
  • Custody & Securities Processing
  • Portfolio & Fund Accounting
  • Compliance
  • Performance Measurement
  • Wealth Management
  • Retirement Services & Recordkeeping
  • Program Manager
  • Project Manager
  • Data Architect
  • Data Analyst
  • Business Analyst
  • Business Systems Analyst
  • Quality Assurance Specialist
  • Technical Writer

Olmstead offers a rich package of Benefits including: If you are interested in learning how you can become a member of Olmstead Associates Expert Teams, please send an email to

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