Asset & Wealth Management, Private Wealth Management, Center of Excellence, Wealth Management Analyst - Dallas
This job is no longer available
There are still lots of open positions. Let's find the one that's right for you.
About The Position
The Center of Excellence (COE) Wealth Management Analysts (WMA) support all aspects of our business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets who can thrive in a fast-paced environment where attention to detail, strong communication and organizational skills, client service expertise, and project management are essential to maintaining and enhancing our business. WE ARE ONLY SEEKING MAY 2025 GRADUATES FOR THIS OPPORTUNITY. COE Wealth Management Analysts provide coverage to teams across the US, working with various teams and clients to provide exceptional client service, operational support, and risk management. They serve as a primary point of contact for clients and are responsible for the operational management and oversight of the client experience. Some of the main responsibilities are managing the onboarding of client relationships, ensuring we are meeting our client's investment objectives, managing fraud risk, trade execution, liquidity management and ongoing relationship management. COE WMAs are also project managers, leveraging their knowledge of different teams to identify best practices and areas for improvement, synthesizing data and then disseminating improvements across the business.
