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The Wealth & Asset Management Solutions (WAMS) team is part of Wealth & Advice Solutions (WAS) enterprise. The WAMS team is responsible for the distribution and support of proprietary, and certain third-party asset management products and services for consultants and advisors across multiple distribution channels. The team also supports the marketing efforts of solutions, working closely with Offer Management, Product and Marketing teams. We are looking to add a WAMS Distribution Data Business Analyst to our talented Distribution Strategy and Enablement team.
The WAMS Distribution Data Business Analyst will advocate on behalf of the broader WAMS Distribution organization by understanding the needs of field and client facing colleagues across all distribution and service channels (i.e., Retail, RIA, Intermediary and Consultant Relations, Relationship Management and Service) and the full suite of product and offer coverage (i.e., wealth, managed investing, funds). The role will understand, interpret, and translate these business needs to technology, data, and analytics partners and help identify the team and delivery mechanism (e.g., Salesforce, Tableau) appropriate for specific initiatives.
The role will also be required to efficiently manage a pipeline of several requests and initiatives, help prioritize efforts with partners, and ensure strong communication and awareness among the WAMS team and other key stakeholders. A critical part of the role will also be the ability to position, package, and present insights based on the data in an effective manner to various audiences. A strong technical background, understanding of wealth and asset management distribution, and ability to develop and deepen relationships all will be crucial aspects in identifying a successful candidate for this role. This is a summary only, and roles and responsibilities for this opportunity may be changed from time to time, or over time.
Required qualifications:
Preferred qualifications: