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Wealth Business Analyst III


Pay$63800.00 / year
LocationRaleigh/North Carolina
Employment typeFull-Time

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  • Job Description

      Req#: 12993681
      Employer Industry: Financial Services

      Why consider this job opportunity:
      - Salary up to $196,000 based on location and experience
      - Opportunity for career advancement and growth within the organization
      - Supportive and collaborative work environment
      - Engage in diverse projects that contribute to strategic planning and process improvement
      - Chance to work as a subject matter expert in various banking and wealth systems

      What to Expect (Job Responsibilities):
      - Develop and maintain periodic leadership reports and analyses related to business performance and departmental initiatives
      - Serve as a subject matter expert on divisional products, services, systems, and policies
      - Collaborate on strategic planning and project management for divisional initiatives
      - Conduct industry research and competitive analysis as required
      - Perform various administrative tasks including creating presentations and organizing meetings

      What is Required (Qualifications):
      - Minimum of 6 years of experience in an analytical role within the financial services industry
      - Demonstrated project management and coordination skills in a professional environment
      - Strong quantitative analysis skills
      - Excellent verbal and written communication skills
      - Proficiency in basic computer applications, such as Microsoft Office software products

      How to Stand Out (Preferred Qualifications):
      - Bachelor's Degree
      - Graduate of an enterprise-sponsored Leadership Development Program
      - Experience in banking or financial services, particularly in Brokerage Private Banking and Wealth client segments
      - Knowledge of operational procedures and systems

      #FinancialServices #AnalyticalRole #CareerGrowth #ProjectManagement #LeadershipOpportunities

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      We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.
  • About the company

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