Senior Wealth Analyst Wealth Management Business
1 week ago
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.
Job Responsibilities:
- Gain and maintain an overall understanding of the Broadridge Wealth Management offering from front to back, the overall value proposition of the platform for key market segments and the value proposition for each of the components within the platform including partner solutions
- Create and maintain and expand wealth, client and product database which serves as the central depository of information and foundation for client and product analysis of client and product data across our wealth solutions to provide the following (but not limited to)
- volume metrics
- identify cross-sell and addressable market analysis
- up-sell and bundling opportunities
- pipeline progress and product revenue for product growth and enhancement
- Assist with tracking go-to-market for Next Best Investment (NBI) initiatives including expenses, pipeline and sales
- Assist with Marketing spend and campaign tracking
- Collaborate with partnerships to track partnership effectiveness and revenue
- Maintain library of all wealth data and analysis
- Required Skills & Competencies:
- MBA, or Masters Degree preferably in Finance with 5+ years of overall experience
- Excellent creative writing skills including presentation decks,
- Additional skills: PowerPoint, Visio, Sharepoint/Teams, Word, Excel, Power BI/Tableau, Virtual presentation tools including Zoom, Webex and Teams
- Financial services experience preferred, knowledge of Wealth Management firm, advisor or investor behavior is a bonus
- Collaboration skills including working in complex matrix organizations
- Experience working with Sales, Account Management, Marketing, Product and Technology teams
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