Asset & Wealth Management - Cohoes - Associate, Sales Support - 9646451
About The Position
Serve as lead contact for Financial Wellness and SurvivorSupport stakeholders, including Leadership, Relationship Managers, Legal, Controllers, Operations, and Compliance, as the subject matter expert on data and embedded business intelligence champion. Design, build, implement, test, and monitor high-quality, low-code automations and workflow solutions that provide scalability for a high growth organization and reduce operational, financial, and reputational risk. Liaise with Relationship Managers and Leadership to process and analyze both standard reporting, including utilization, engagement, and outcomes of all corporate programs, and custom data requests for SurvivorSupport and Financial Wellness programs. Maintain accurate data within internal and external reports, ensure effective and consistent compliance with control procedures, risk controls and high-quality assurance, and escalate issues as appropriate. Reimagine team processes and brainstorm with talent across departments on the automation/streamlining of existing data management, including identifying new and creative ways to demonstrate corporate client return on investment. Contribute to the development and maintenance of data infrastructure, including data warehouses, data lakes, and related tools, and recommend new technologies to improve the efficiency and effectiveness of data deployment. Generate and maintain business intelligence assets for analytics on workforce management, training quality & assurance, and referral programs. Effectively plan and execute various projects and efficiently cascade key messages and regular updates to all stakeholders, including resolution of identified data inaccuracies.
Requirements
- Bachelor’s degree (U.S. or foreign equivalent) in Information Systems, Business Administration, Economics, or a related field.
- Three (3) years of experience in job offered or a related role.
- Three (3) years of experience with data warehousing and data lake technologies such as Data Lake Storage.
- Three (3) years of experience with cloud platforms such as AWS.
- Three (3) years of experience with programming languages such as SQL.
- Three (3) years of experience with data visualization tools such as Tableau and Power BI.
- Three (3) years of experience utilizing Alteryx Knowledge and certification, Qualtrics, and SharePoint to design, build, implement, test, and monitor high-quality, low-code automations.
- Three (3) years of experience with Atlassian Confluence to manage projects, document requirements, acquire proper signoffs and execute on tasks.
- Three (3) years of experience utilizing ETL tools, including Alteryx, for data analysis, automation of manual tasks, and creation of efficient reporting systems.
- Three (3) years of experience applying waterfall and agile best practices to manage projects.
- Three (3) years of experience utilizing agile tools, including JIRA, for effective project tracking and documentation.
- Three (3) years of experience with business contracts, including fee arrangements, billing requirements, service level agreements, and other terms and conditions.
Responsibilities
- Serve as lead contact for Financial Wellness and SurvivorSupport stakeholders.
- Design, build, implement, test, and monitor high-quality, low-code automations and workflow solutions.
- Liaise with Relationship Managers and Leadership to process and analyze standard reporting and custom data requests.
- Maintain accurate data within internal and external reports.
- Ensure effective and consistent compliance with control procedures, risk controls and high-quality assurance.
- Reimagine team processes and brainstorm on the automation/streamlining of existing data management.
- Contribute to the development and maintenance of data infrastructure.
- Recommend new technologies to improve the efficiency and effectiveness of data deployment.
- Generate and maintain business intelligence assets for analytics.
- Effectively plan and execute various projects.
- Cascade key messages and regular updates to all stakeholders.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
