Wealth Management Analyst

4 weeks ago

chicago, United States Calculated Hire Full time

Wealth Analyst


Overview

Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience.


Responsibilities

  • Assists in preparing new business proposals or presentations to clients/prospects based upon their needs.
  • Assist Private Wealth Advisors in market research of client and prospects
  • Assist Private Wealth Advisors in identifying prospective clients.
  • Acts as the key service contact for clients.
  • Takes ownership of client issues and collaborates with others to resolve or escalates per guidelines.
  • Liaises with external advisors of clients on behalf of the private wealth advisor / relationship manager.
  • Develops an understanding of the customer needs and the account strategy and effectively communicates this to clients and prospects.
  • Make suggestions about how to improve the overall service interaction for prospects and clients.
  • Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
  • Builds effective relationships with internal/external stakeholders.
  • Ensures alignment between stakeholders.
  • Prepares reports for financial plans; inputs appropriate data according to established.
  • Makes updates to sales tracking, forecast & pipeline, relationship plans and other databases.
  • Participates in account review process and completion of required action items.
  • Organizes client files and ensures proper documentation.
  • Supports the assigned advisors and client portfolio through administrative and transactional support including correspondence, relationship reviews, account documentation and sales reporting.
  • Prepares reports for financial plans and prospect presentations with an understanding of the anticipated prospect/client needs.
  • Supports the achievement of the business plan within the designated territory / region.
  • Collaborates effectively with internal stakeholders to build capability and drive business growth.
  • Meets high-quality service standards to maximize relationship retention and growth.
  • Develops rapport and instills confidence with the client to develop credibility and earn their trust.
  • Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
  • Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
  • Focus may be on a business/group.
  • Thinks creatively and proposes new solutions.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works mostly independently.
  • Broader work or accountabilities may be assigned as needed.

Qualifications

  • Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • General knowledge of financial planning and wealth management.
  • Working towards a financial planning designation preferred.
  • Proficiency in office software and sales management software.
  • Comfortable exploring beyond one's area of technical expertise (i.e. Discipline)
  • A willingness and aptitude to influence and recognize new business opportunities.
  • Specialized knowledge from education and/or business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.

  • Wealth Management Analyst

    4 weeks ago

    Chicago, United States Calculated Hire Full time

    Wealth AnalystOverviewProvides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall...

  • Wealth Management Analyst

    4 weeks ago

    chicago, United States Calculated Hire Full time

    Wealth AnalystOverviewProvides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall...

  • Wealth Management Financial Analyst

    3 weeks ago

    Chicago, Illinois, United States Calculated Hire Full time

    **Wealth Management Financial Analyst Role**We are seeking an experienced Wealth Management Financial Analyst to join our team at Calculated Hire. The successful candidate will be responsible for providing support and product expertise for the financial planning business development, sales, and service delivered by private wealth advisors and relationship...

  • Wealth Management Specialist

    1 month ago

    Chicago, Illinois, United States Rockefeller Financial Full time

    About Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm, established in 2018. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from...

  • Strategic Mergers and Acquisitions Professional

    1 week ago

    Chicago, Illinois, United States Vigilant Wealth Management Full time

    Company OverviewVigilant Wealth Management is a leading wealth management firm that provides investment, financial, and retirement planning services to individuals, foundations, and family offices. We also offer 401(k) consulting and cash management services to corporations. Our capital solutions, operational support services, size, and scale empower our...

  • Wealth Management Professional

    4 weeks ago

    Chicago, Illinois, United States ECG Resources, Inc. Full time

    ECG Resources, Inc. is seeking a highly skilled Wealth Management Professional to join their team and provide exceptional service to their UHNW clients.The ideal candidate will have a strong background in financial planning and/or high-net-worth tax experience, with a focus on providing excellent client service and working closely with senior advisors to...

  • Asset & Wealth Management - Private Wealth Management - Vice President, Private Wealth Advisor - Chicago

    7 days ago

    chicago, United States Goldman Sachs Full time

    Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our...

  • Client Service Associate

    1 month ago

    Chicago, Illinois, United States Ritholtz Wealth Management Full time

    About Ritholtz Wealth ManagementRitholtz Wealth Management is a dynamic and innovative wealth management firm headquartered in New York City with a strong presence across the country. We are a growing Registered Investment Advisory (RIA) firm seeking highly motivated and career-oriented individuals who can thrive in an energetic and collaborative environment...

  • Wealth Management Professional

    4 weeks ago

    Chicago, Illinois, United States Old National Bank Full time

    Key ResponsibilitiesAs a Wealth Advisor at Old National Bank, you will be responsible for developing and maintaining relationships with clients, providing financial guidance and investment expertise, and working closely with a team of specialists to deliver comprehensive solutions.Key AccountabilitiesClient Relationship Management: Manage a portfolio of...

  • Wealth Management Specialist

    4 weeks ago

    Chicago, Illinois, United States Bank of Montreal Full time

    Job DescriptionWe are seeking a highly skilled Wealth Management Specialist to join our team at the Bank of Montreal. As a key member of our wealth management team, you will be responsible for providing exceptional client service and building strong relationships with high net worth clients.Key Responsibilities:Develop and execute business development...

  • Wealth Management Associate

    4 weeks ago

    Chicago, Illinois, United States First Recruiting LLC Full time

    At First Recruiting LLC, we are seeking a highly skilled Wealth Management Associate to join our Wealth Management Team. This critical role acts as a liaison between our clients, Advisors, custodians, and Operations Team, providing a broad range of technical and client management support.Key responsibilities include:Providing a variety of functioning...

  • Wealth Management Partner

    4 weeks ago

    Chicago, Illinois, United States Atticus Recruiting Inc Full time

    We are conducting a confidential search for a large international law firm seeking to add a Wealth Management Partner to its Chicago office.The ideal candidate will have strong technical skills in complex estate planning and estate and trust administration.Portable business reflecting work with a transferable client base in the amount of approximately...

  • Wealth Channel Marketing Manager

    4 weeks ago

    Chicago, Illinois, United States Northern Trust Full time

    Job SummaryNorthern Trust, a leading financial institution, seeks a skilled Wealth Channel Marketing Manager to develop and execute integrated campaigns that expand and deepen relationships with clients and prospects.This role will serve as a strategic business partner, working closely with Northern Trust Wealth Management and NTAM's Wealth Client Group to...

  • Strategic Account Manager

    4 weeks ago

    Chicago, Illinois, United States Northern Trust Full time

    About Northern Trust:Northern Trust is a leading global financial institution with a rich history dating back to 1889. We are committed to providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.Our team of experts is dedicated to helping our clients achieve their financial goals through our...

  • Registered Wealth Management Client Associate

    6 months ago

    Chicago, United States The Bank of America Corporation Full time

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world Client Associate, Management, Wealth, Registered, Financial Advisor, Associate

  • Strategic Wealth Management Leader

    4 weeks ago

    Chicago, Illinois, United States The Judson Group Full time

    The Judson Group is seeking a Strategic Wealth Management Leader to join their team. This individual will be responsible for managing high net worth clients and developing comprehensive financial plans and long-term investment strategies. The ideal candidate will have a strong investment background, knowledge of UHNW wealth planning strategies, and a proven...

  • Wealth Management Director

    4 weeks ago

    Chicago, Illinois, United States BMO US Full time

    Job DescriptionJob Title: Wealth Management DirectorJob Summary: We are seeking a highly skilled and experienced Wealth Management Director to join our team at BMO US. The successful candidate will be responsible for managing a portfolio of high net worth clients, providing advisory-based sales and relationship management, and delivering exceptional client...

  • Senior Manager, FP&A | Wealth Management

    3 weeks ago

    Chicago, United States Connect Search Full time

    Highly acquisitive wealth management firm hiring Senior Manager, Financial Planning & Analysis. The focus of the role is providing FP&A, cash flow planning, and KPI management support for acquisitions. Keys to an interview: Senior Manager, Financial Planning & Analysis | Wealth Management 7-10 years FP&A experience related to Financial Due Diligence or...

  • Senior Manager, FP&A | Wealth Management

    3 weeks ago

    chicago, United States Connect Search, LLC Full time

    Highly acquisitive wealth management firm hiring Senior Manager, Financial Planning & Analysis. The focus of the role is providing FP&A, cash flow planning, and KPI management support for acquisitions.Keys to an interview: Senior Manager, Financial Planning & Analysis | Wealth Management7-10 years' FP&A experience related to Financial Due Diligence or...

  • Senior Manager, FP&A | Wealth Management

    3 weeks ago

    Chicago, United States Connect Search, LLC Full time

    Highly acquisitive wealth management firm hiring Senior Manager, Financial Planning & Analysis. The focus of the role is providing FP&A, cash flow planning, and KPI management support for acquisitions.Keys to an interview: Senior Manager, Financial Planning & Analysis | Wealth Management7-10 years' FP&A experience related to Financial Due Diligence or...