The Wealth Management Leadership & Regional Management team is seeking a PWM COO Analyst to provide analytical insights and support for business strategy and performance management.
Requirements
- Master's degree in finance, Economics, Business or Commerce.
- Experience in financial services industry, preferably in an analytical or strategy function
- Strong communication and interpersonal skills
- Advanced understanding of Microsoft Office products, tools and utilities for business use, acquaintance to Business Intelligence tools (Tableau, QlikSense, Altreyx) is advantageous
- Strong understanding of wealth management, investment advisory and financial planning products and landscape
Benefits
- Diversity and inclusion in the workplace
- Training and development opportunities
- Firmwide networks
- Benefits
- Wellness and personal finance offerings
- Mindfulness programs
- Reasonable accommodations for candidates with special needs or disabilities