Wealth Management Associate Jobs

About The Position

Requirements

• Bachelor’s degree (U.S. or foreign equivalent) in Data Science, Information Systems, Business or related field.
• Two (2) years of experience in the job offered or in a related role.
• Two (2) years of experience with technical understanding of data analysis and use of BI tools (Alteryx & Tableau) to manipulate and visualize data.
• Two (2) years of experience with project management including coordinating with multiple stakeholders to extract data from multiple resources, manipulate accordingly, and upload efficiently.
• Two (2) years of experience with data modeling to combine and organize large sets of data from multiple sources.
• Two (2) years of experience with reconciliation to identify the scope of issues and develop solutions to address each identified issue.
• Two (2) years of experience with communication across product, sales, management, compliance, controllers and other groups.
• Two (2) years of experience with automating multiple processes and reporting needs, including data modelling, manipulation, and visualization.
• FINRA Series 7TO, 63, SIE required.

Responsibilities

• Source, aggregate, and manipulate multiple data streams to ensure institutional consultant databases are updated completely and accurately.
• Query, organize, and manipulate large data sets sourced from internal and external databases.
• Complete ad hoc data entry requests due to client demands.
• Coordinate with Public Investing Portfolio Managers and Institutional Sales to ensure all data is complete and accurate to suit client needs, necessary for inflow opportunities.
• Utilize information systems and Business Intelligence (BI) tools heavily to make the process more efficient and accurate.
• Conduct BI and data analytics for ad hoc analyses to generate institutional sales leads and provide high quality insights to advisors and consultants.