Seeking an experienced Associate Principal with expertise in BFS Data Analysis and Wealth Management to lead business and data analysis initiatives within the Wealth Management domain
Leverage deep knowledge in BFS Data Analysis and Wealth Management including portfolio management to support strategic decisionmaking. Collaborate with crossfunctional teams to analyze complex financial data and derive actionable insights. Drive the development and implementation of business analysis frameworks tailored to wealth management services. Utilize advanced analytical tools and methodologies to interpret market trends and client portfolios. Ensure alignment of data analysis initiatives with organizational goals and regulatory requirements. Mentor and guide junior analysts to enhance the overall analytical capabilities of the team. Engage with stakeholders to understand business needs and translate them into datadriven solutions.
Lead endtoend business and data analysis activities within the Wealth Management cluster. Design and execute comprehensive data analysis strategies to improve portfolio management outcomes. Collaborate with product technology and business teams to identify opportunities for process optimization. Provide expert insights and recommendations to senior management based on data findings. Oversee the quality and accuracy of data used in wealth management decision processes. Drive continuous improvement initiatives by identifying gaps and proposing innovative solutions. Facilitate workshops and presentations to communicate analysis results to diverse audiences. Ensure compliance with industry standards and best practices in data handling and analysis.
BA - Wealth Management • Saint Petersburg, FL, United States
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