Digital Channel Consultant - Ultra High Net Worth
Bank of America•Jacksonville, FL
•Hybrid
About The Position
Independently initiates and/or leads Digital Wealth Management initiatives, channel strategies and research projects. Works closely with business partners in creating new strategies for Advisor and Client advice solutions such as financial planning, client reporting, portfolio analysis, and more. May provide guidance to junior staff but has no formal supervisory responsibility.
Requirements
- 2+ years of experience related to wealth management business and financial services industry
- Strong organizational skills, including the ability to independently prioritize and manage multiple deliverables
- Ability to operate effectively in a fast-paced environment
- Team oriented with ability work in a challenging environment with minimal supervision
- Strong communication skills with ability to translate complex concepts into simple terms
- Strong relationship building skills
Nice To Haves
- Prior experience supporting an Enterprise tools platform
- Basic knowledge of the Agile software development process
- Experience with client performance reporting and/or financial planning, and how Financial Advisors deliver those services to clients
Responsibilities
- Initiates and/or leads Digital Wealth Management initiatives, channel strategies and research projects.
- Works closely with business partners in creating new strategies for Advisor and Client advice solutions such as financial planning, client reporting, portfolio analysis, and more.
- Provides guidance to junior staff (no formal supervisory responsibility).
Benefits
- Access to paid time off
- Resources and support to our employees
- Annual discretionary incentive plan
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
