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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
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