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The Wealth Management Advisor (WMA) position is the investment planning and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. WMAs partner with the team to assist clients and families by gaining a thorough understanding of their unique goals and objectives and constructing appropriate goals-based investment portfolios.

Basic Qualifications

• Bachelor’s degree, or equivalent work experience
• Three to five years of experience in a financial sales position, preferably working with the affluent client segment

Preferred Skills/Experience

• Considerable knowledge in financial planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding
• Considerable knowledge of the securities industry.
• Extensive knowledge of private banking products and services, including credit processes and policies
• Ability to effectively present investment strategies to clients and maintains a holistic approach to planning
• Strong relationship management, sales and new business development skills
• Well-developed analytical and problem-solving skills
• Excellent interpersonal, verbal and written communication skills
• Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes

The ideal candidate will be highly organized and have a demonstrated track record of successful account management and project management, juggling multiple projects with competing deadlines, and using data to identify and prioritize opportunities. They are a customer obsessed self-starter with a passion for independent, creative problem-solving. They are analytical, enthusiastic, self-motivated, detail-oriented, and have strong writing skills with the ability to handle ambiguity, influence employees at multiple levels of the organization, and lead doc creation for senior stakeholders. They can understand a business/process from multiple perspectives (Selling Partner, Customer, Retail, Brand, and Compliance) and can propose solutions which balance/align the needs of all stakeholders.

Basic Qualifications

• Bachelor’s degree
• A strong background in account, category, program or product management, along with strong business experience
• Strong track record of prioritizing competing actions, and communicating their status to stakeholders
• Excellent analytical and data-mining aptitude, coupled with strong Microsoft Excel skills
• Ability to create innovative new programs that generate results
• Strong verbal and written communication skills
• Proven track record collaborating/earning trust with challenging internal and external partners
• Ability to thrive in a fast-paced environment, with shifting and ambiguous problems
• Ability to think both strategically and tactically with strong attention to detail

Preferred Qualifications

• MBA or related Master’s degree
• Experience in consulting
• Have delivered results with a strong resilient entrepreneurial spirit

The sought after candidate will have worked in depth in data analysis, including experience extracting and manipulating data using SQL, leveraging advanced Excel features for data analysis, and producing digestible business intelligence and actionable information leading to high business impact. The candidate should also have strong communication and project management skills, enabling them to work with key business stakeholders to understand requirements and shape analytical deliverables. He/she should also have a demonstrated ability to think strategically and analytically about business, product, and technical challenges. A keen sense of ownership, drive, and scrappiness will be essential in balancing many priorities, complexity of data and ambiguity.

Basic Qualifications

• Bachelor’s degree in a quantitative field such as Mathematics, Statistics, Engineering, Computer Science, Economics, Finance, or related field
• At least 8 years of industry experience in data analysis with proven analytical and quantitative skills and an ability to use hard data and metrics to back up assumptions and develop business cases
• Demonstrated experience in business intelligence, industrial analyst, strategic planning, or data modelling.
• Excellent knowledge in one of the common BI/Data Viz tools like Tableau, AWS QuickSight, OBIEE or other

Preferred Qualifications

• Excellent written and verbal communication skills.
• Advanced proficiency in Excel (including VBA, Pivot Tables, array functions, Power Pivots, etc.)
• MBA degree