Wealth Business Analyst II
About The Position
The Wealth Business Analyst II provides analytical and administrative support for divisional, group, and team projects. The role performs reporting, analytics, insight development, and process reviews, serves as a subject-matter expert on assigned bank and Wealth systems, products, services, and processes, and participates in project management activities. This is an in-office position Monday through Friday at 1001 Semmes Avenue, Richmond, Virginia. The position develops and maintains periodic leadership reports and analyses related to business performance, system functionality, training, and departmental initiatives. It supports strategic planning and project management for divisional initiatives, conducts industry research and competitive analysis, contributes to process improvement, performs administrative tasks, and helps train staff on new processes, systems, and programs.
Requirements
- Bachelor’s degree in accounting, business, or marketing, or equivalent education and related training.
- Three years of experience in an analytical role within financial services or another related business, and/or participation in an enterprise-sponsored Leadership Development Program.
- Demonstrated project management and coordination skills in a professional or financial services environment.
- Strong quantitative analysis skills.
- Excellent verbal and written communication skills.
- Ability to lead meetings effectively with key partners and collaborate with individuals at any organizational level.
- Ability to work independently.
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Nice To Haves
- Master’s degree in Marketing or Business Administration.
- Graduate of an enterprise-sponsored Leadership Development Program.
- Banking or financial services experience, especially with Brokerage & Private Banking and Wealth client segments.
- Knowledge of operational procedures and systems.
- Knowledge of SAS or statistical software.
- Familiarity with training and continuing education requirements for professional credentials such as NASD licenses (7, 63, 65, 24, etc.), Certified Financial Planner, Certified Public Accountant, and Certified Financial and Trust Advisor.
Responsibilities
- Develop and maintain periodic leadership reports and analyses related to business performance, system functionality, training, and departmental initiatives.
- Serve as a subject-matter expert for assigned areas, including divisional products, services, systems, and policies and procedures.
- Assist and collaborate in stages of strategic planning and project management for divisional initiatives, contributing meaningful insights.
- Conduct industry research and competitive analysis as needed.
- Focus on continued process improvement.
- Perform administrative tasks such as creating presentations, organizing meetings, and assembling marketing materials.
- Assist with training staff on new processes, systems, and programs.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of vacation during the first year, prorated according to hire date and full-time or part-time status
- 10 sick days, prorated
- Paid holidays
- Depending on position and division, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
