Strategic Client Group Analyst
About The Position
As a Strategic Client Group Analyst, you’ll contribute to the team’s collaboration with sales, marketing, product development and others to maximize the firm’s ability to generate interest across capabilities by providing analytical support, internal reporting and sales idea logistics for the team. This role will be highly integrated into our key account team representing our largest strategic relationships and will offer you a robust experience within asset management. Here are a few examples of the types of things you’ll do: Utilize various analytical tools, including Morningstar, Evestment, Dakota Live, and Cerulli to source and research investment opportunities at strategic relationships. Support and maintain Monthly & Quarterly sales reporting, as well as assist with strategic planning and budgeting. Coordinate deliverables for key relationships, including investment proposals, key performance indicators, activity reporting, and investment commentary. Representing the team in marketing and product sales initiatives/campaigns via virtual presentations, phone engagement, and email. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years! Apply today!
Requirements
- Bachelor's degree or eight years of equivalent experience
- FINRA licensing required within 90 days of employment including SIE, Series 7, Series 63 licenses
- Must have basic PC skills, database experience and spreadsheet skill
- Ability to learn systems and applications/databases, including Salesforce
- Must be able to attend to the day to day details while maintaining a strategic focus
- High energy, relentless passion to succeed and willingness to give back to team and community
- Excellent verbal and written communication skills
- Creative and persuasive marketer with ability to leverage technology and data analytics
- Excellent planning, organization, and time management skills
- High level of accountability and maintains professional and ethical standards
- Analytical / Reasoning skills
- Willingness to become proficient utilizing technology including salesforce and other client marketing tools
Nice To Haves
- Investment product and capital markets knowledge preferred
Responsibilities
- Utilize various analytical tools, including Morningstar, Evestment, Dakota Live, and Cerulli to source and research investment opportunities at strategic relationships.
- Support and maintain Monthly & Quarterly sales reporting, as well as assist with strategic planning and budgeting.
- Coordinate deliverables for key relationships, including investment proposals, key performance indicators, activity reporting, and investment commentary.
- Representing the team in marketing and product sales initiatives/campaigns via virtual presentations, phone engagement, and email.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
