Wealth Business Analyst III - FINRA
On-siteAtlanta, Georgia, United States or Charlotte, North Carolina, United States
Job Summary
Develop and maintain periodic leadership reports and analyses related to business performance, system functionality, training, and departmental initiatives. Serve as a subject-matter expert for assigned areas around divisional products, services, systems, and policies. Assist and collaborate in strategic planning and project management phases, conducting industry research and competitive analysis. Focus on continuous process improvement while performing administrative tasks such as creating presentations, organizing meetings, and assembling marketing materials. Assist with training staff on new processes, systems, and programs.
Required Qualifications
- Bachelor's degree in accounting, business or marketing, or equivalent education and related training
- Six or more years of experience in analytical role within financial services industry or other related business
- Participation in an enterprise sponsored Leadership Development Program
- Demonstrated project management and coordination skills in a professional or financial services environment
- Strong quantitative analysis skills
- Excellent verbal and written communication skills
- Ability to effectively lead meetings with various key partners and collaborate with individuals at any level of the organization
- Ability to work independently
- Strong proficiency in basic computer applications, such as Microsoft Office software products
- English language fluency
Desired Qualifications
- Master's degree in Marketing or Business Administration
- Graduate of an enterprise sponsored Leadership Development Program
- Banking or financial services experience, with an emphasis on the Brokerage & Private Banking and Wealth client segments
- Knowledge of Operational Procedures and systems
- Knowledge of SAS or statistical software
- Familiarity with training and continuing education requirements for professional credentials such as National Association of Securities Dealers Licensing (7, 63, 65, 24, etc.), Certified Financial Planner, Certified Public Accountant, and Certified Trust and Financial Advisor
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