Senior Wealth Management Analyst

2 days ago


Needham Heights, United States Winged Keel Group Full time
Unlock Your Potential in a Dynamic Role

At Winged Keel Group, we're seeking an ambitious and detail-oriented individual to join our team as a Senior Wealth Management Analyst. This is an exceptional opportunity for someone with a strong analytical mindset and excellent communication skills.

With an estimated salary range of $65,000 - $85,000 per annum, this role offers a competitive compensation package that reflects your value to the organization.

In this position, you will be responsible for:

  • Gaining in-depth knowledge of life insurance products and assisting in the preparation of financial analytics and reporting for ultra-high net worth clients;
  • Running term and Guaranteed Universal Life (GUL) illustrations within WKG Excel templates in support of other designers on the team;
  • Assisting with preparing meeting materials for client meetings and calls by accessing SharePoint documents and coordinating with designers;
  • Maintaining up-to-date information on key WKG spreadsheets with Insurance Company ratings;
  • Shadowing a senior client relationship manager to observe calls with clients and centers of influence, take notes, and circulate them to relevant parties;

To succeed in this role, you should possess:

  • A Bachelor's degree with a graduation date of May 2025 or later;
  • Detailed orientation, strong organizational skills, and the ability to prioritize tasks effectively;
  • Proficiency in Microsoft Office, particularly Excel and PowerPoint;
  • A proactive approach, taking initiative with strong follow-through;
  • Previous office experience is a plus;
  • A positive attitude and willingness to learn;

We offer a dynamic work environment, collaborative team, and opportunities for growth and professional development. If you're passionate about wealth management and want to make a meaningful impact, apply now and take the first step towards an exciting career at Winged Keel Group.


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