Job Description

You are a strategic thinker passionate about driving solutions using financial planning and analysis skills. You have found the right team. As the Wealth management professional in our Wealth Management Solutions Team you will spend each day defining, refining and delivering set goals for our firm Job responsibilities Develop/Coordinate regional level sales and marketing opportunities for CSAs Support driving new sales growth \' both in new accounts and cross-sell opportunities Coordinate value proposition statement for internal partners and service teams Help in preparing quarter end pay out files enabling CSAs compensation Provide analytic support across internal tools and databases, specifically, extracting data from numerous data sources, analyzing data, interpreting information & trends, producing complex data analysis to support conclusions & present findings to senior management Understand projects from start to finish in a cross functional environment and maximize partnerships with Service, Marketing, Finance, Training and Technology partners Propose new solutions, procedures, training opportunities based on analytics and management objectives Required qualifications, capabilities, and skills 2+ years of experience within financial services, preferably supporting the Banking business Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment Superior verbal and written communication skills with the ability to mobilize internal networks and resources Attention to detail is a key and you should be able to keep the details and be able to work independently Ability to understand deposit and lending products, pricing philosophy, and billing process and procedures Proficiency in Microsoft Office (PowerPoint, Excel and Word) Preferred qualifications, capabilities, and skills Strategic and analytical thinker with a understanding towards execution and results Influencing skills to understand a variety of stakeholders from different functions Team player who proactively shares knowledge and information within and outside the function

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