Private Client Sales Project Strategy Support Analyst, Senior Associate
On-site · New York City, New York, United States
Job Summary
Senior Associate, Private Client Sales Strategy Support Analyst will partner with sales and service professionals to deliver actionable insights, lead cross-functional projects, map and simplify processes, analyze data, and communicate with senior leaders. Responsibilities include building partnerships across the firm to drive consistency in processes, identifying and analyzing gaps or outages, mapping key business processes with data analytics to uncover inefficiencies, synthesizing large data sets for strategic decision-making, organizing and presenting information with Excel, PowerPoint, and storytelling techniques, leading multiple work streams, presenting actionable insights to executives, collaborating with IT to optimize digital platforms, leveraging AI and advanced analytics to solve complex business challenges, mentoring team members, and fostering continuous improvement. Required qualifications emphasize a Bachelor’s degree, 3+ years of relevant experience, strong communication and presentation skills, ability to manage multiple stakeholders, and willingness to travel up to 25%. Preferred qualifications mention knowledge of banking products, certifications in management consulting, Lean Six Sigma, Agile, Change Management, or Organizational Design, experience implementing automation, use of Agile methodologies, superior customer service, and flexibility to meet outside-normal-hours meetings.
Required Qualifications
- Bachelor’s degree in Business, Finance, Engineering, or related field
- Minimum 3 years of relevant experience in a service, analytical, or business management role
- Proven ability to lead, influence positive change, and exercise sound judgment in challenging environments
- Strong collaboration skills and adaptability to change
- Exceptional written and oral communication skills for technical and non-technical audiences; comfortable presenting to senior leaders
- Demonstrated ability to multi-task and manage executive communications
- Experience delivering high-quality presentations and reports for diverse stakeholders
- Skilled in time management, prioritization, and working with different stakeholder groups
- Self-motivated, independent, and able to execute deliverables with speed and precision
- Dedicated learner with a commitment to skill development and continuous improvement
- Ability to travel up to 25%
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