Senior Manager, Wealth Solutions Strategy and Analytics
J
JobgetherWealth Management
Based in the United StatesFull-TimeManager
SalaryCompetitive base salary range of $127,500–$150,000 USD
Apply NowOpens the employer's application page
Job Details
- Experience
- 2–4 years
- Required Skills
- PythonSQLBusiness IntelligenceData AnalysisMicrosoft Power BITableauMicrosoft ExcelPowerPoint
Requirements
- Bachelor’s degree required, preferably in finance, economics, business, mathematics, or another analytical discipline.
- 2–4 years of experience in a rigorous analytical environment such as private equity, investment banking, management consulting, strategy, analytics, or a high-growth business environment.
- Strong financial and analytical modeling skills, including the ability to build models from scratch and evaluate assumptions.
- Ability to analyze large and complex datasets and translate findings into clear business recommendations.
- Strong written and verbal communication skills with the ability to present insights to senior audiences.
- Advanced proficiency in Excel and PowerPoint.
- Comfort using AI tools to support research, analysis, and synthesis.
- Experience with SQL, Python, Power BI, Tableau, or other data visualization tools is a plus.
- Strong attention to detail, organization, and ability to manage multiple priorities in a fast-paced environment.
- Intellectual curiosity, collaborative mindset, and willingness to continuously learn.
- Ability to work effectively in a team-oriented environment with a focus on improvement and measurable impact.
Responsibilities
- Analyze client segmentation, revenue performance, and relationship trends to identify growth opportunities and improve retention strategies.
- Evaluate operational data, including capacity, workload distribution, demand trends, and service performance, to identify improvement opportunities.
- Build and maintain analytical models that support workforce planning, resource allocation, strategic initiatives, and performance measurement.
- Translate complex business questions into structured analytical frameworks, clear insights, and actionable recommendations.
- Develop executive-level presentations and communicate findings through concise narratives supported by data.
- Monitor key business metrics related to client retention, revenue growth, and operational effectiveness while identifying risks and opportunities.
- Support strategic initiatives designed to improve advisor productivity, client experience, and business performance.
- Collaborate with business intelligence teams to enhance reporting capabilities and identify opportunities for improved data utilization.
- Contribute to special projects and strategic priorities requiring analytical rigor, adaptability, and independent problem-solving.
- Use modern analytical approaches, including AI-enabled tools, to accelerate research, analysis, and decision-making.
View Full Description & ApplyYou'll be redirected to the employer's site
