Job Title: UAT / Business Tester, Account Lifecycle Management
Work Location: Hybrid – 3 days in office – Austin, TX or Fort Mill, SC
Duration: 6 Months
 
Key Responsibilities

• Plan and execute UAT for Account Lifecycle Management (ALM) functions, including account opening, maintenance, transfers (ACATS), beneficiary and registration changes, and account closure/escheatment.
• Translate business requirements and user stories into test scenarios, test cases, and test data, ensuring complete coverage of workflows across advisor, client, and operations touchpoints.
• Perform end-to-end, regression, and integration testing across upstream and downstream systems (CRM, custodial/clearing platforms, document management, and reporting), validating data accuracy and workflow integrity.
• Log, track, and triage defects in tools such as JIRA or ALM; partner with developers, BAs, and product owners to drive timely resolution and retest fixes.
• Support release readiness and production go-live by providing UAT sign-off, documenting results, and verifying compliance with FINRA, SEC, and internal control requirements.

• Must-Have Skills

• Account Lifecycle & Brokerage Operations Knowledge: Working understanding of the wealth management/brokerage account lifecycle (new account onboarding, KYC/CIP, account maintenance, transfers, and closures) and related regulatory requirements.
• UAT Test Design & Execution Expertise: Proven ability to write clear test scenarios and cases, build test data, run functional and regression tests, and manage defects using tools like JIRA, qTest, or HP ALM.
• Strong Analytical & Communication Skills: Ability to interpret business requirements, identify gaps or edge cases, and clearly communicate findings, risks, and status to both technical teams and business stakeholders.

 
 
At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws.This position's pay range is $53.00/hr - $55.00/hr.