Strategy and Business Development


: $192,290.00 - $192,290.00 /year *

Employment Type

: Full-Time


: Advertising/Marketing/Public Relations

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This role will be responsible for partnering with the various investment product groups in order to help drive and execute on their overall strategies. Key responsibilities include, but are not limited to: ? Assist in the preparation of monthly sales and asset reporting as well as the development of management reporting dashboards to help understand drivers of flows and track against growth targets ? Explore new business opportunities and support product teams on key initiatives, as well as ensure the product area is appropriately plugged into firm-wide initiatives and leveraging new WM tools & technology to drive business ? Partner with product teams in business development efforts to identify opportunities to increase advisor, client and asset penetration levels ? Develop and respond to ad hoc analyses requested by senior management (e.g. excel modeling, Power Point presentations, meeting talking points, etc.) ? Help support budget process and evaluate different growth initiatives and strategies

Skills Required

* Organized and capable of multi-tasking several responsibilities in a fast paced setting

* The ideal candidate should be highly motivated, innovative and an independent thinker

* Highly proficient in Microsoft Office (Excel and Power Point)

* Strong communication and presentation skills

* Ability to partner with cross functional teams

* Prior experience working in wealth management is a plus

* Minimum Requirements: BS / BA degree with at least 2 to 4 years of experience in financial services

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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