Wealth Management Associate
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About The Position
The Wealth Management Associate position is responsible for the planning and execution of products throughout their lifecycle, including gathering and prioritizing product and customer requirements, defining the product vision, and working closely with all stakeholders to ensure revenue and customer satisfaction goals are met. The Wealth Management Associate also ensures that the product supports the company's overall strategy and goals. This position requires working well independently or within a team on special or ongoing projects, exercising discretion and independent judgment when needed. During periods of high workload, the associate will work with the Support Teams of BWM to assist in day-to-day processes, cross training, and procedure review to ensure efficient and effective coordination of resources.
