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Tier-1 bank, metro location, broad analytics and strategy skillset increases candidate competition.
Role requires significant wealth management expertise and deep domain knowledge, limiting cross-industry transferability.
Explicit 10-16 years plus wealth management and analytics tool requirements make filters stringent.
Design and maintain centralized reporting suite tracking KPIs, business drivers, and financial impacts of strategic programs.
Perform deep-dive analyses to identify trends, risks, and opportunities across the Wealth business and develop analytics to measure value realization.
Lead internal communication on strategy development, collaborate with Finance, Technology, Risk, and Front Office partners, and support senior management with presentations to drive strategic decision-making and productivity/cost-saving initiatives.
10-16 years of financial services experience, significantly in wealth management, business management, strategy, or related analytics.
Proficiency in data analysis and visualization tools such as SQL, Python/R, Tableau, or Power BI.
Bachelor's Degree or equivalent experience is mandatory; Master’s degree preferred.
Strong experience in leading analytical or strategic projects and understanding of financial modeling and business case development.
Experienced in wealth management business drivers, value chain, and strategic program impact measurement.
Capable of handling complex data analysis, financial modeling, and communicating insights effectively to senior stakeholders.
Skilled in cross-functional collaboration with Finance, Technology, Risk, and Front Office within fast-paced environments.