Investment Advisory Group – Content Engagement Analyst

Investment Advisory Group – Content Engagement Analyst

Requirements

• 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, and/or have participated 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.

Responsibilities

• Assist and collaborate in the various stages and phases of content dissemination and management as needed on Investment Advisory Group initiatives, contributing meaningful insights and ensuring key initiatives are on track to deliver optimal impact.
• Develop and maintain periodic leadership reports and analyses related to business performance to support strategy and development and progress evaluation.
• Serve as a subject-matter expert for assigned initiatives involving various investment management services, products, policies and processes (including timely delivery of IAG content, centralizing key collateral, and managing efforts around virtual and in-market events).
• Conduct research and analyses as needed led by IAG senior leadership and key line of business partners.
• Support effective communication and organization of the status of key initiatives by creating presentations, organizing meetings, assembling materials, etc.

Preferred 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 FINRA licensing (Series 7, 63, 65, 24, etc.), Certified Financial Planner, Certified Public Accountant, and Certified Trust and Financial Advisor.
• Strong proficiency in basic computer applications, such as Microsoft Office software products.
• Ability to work independently.