Base: $188,640.00 py; bonus/equity: not specified;...
On-site
5 years related work experience
3 years professional services or advisory experience
3 years asset management or private banking experience
The role involves analyzing information to help clients make business and investment decisions across banking, capital markets, and wealth management sectors
Job Summary
The role involves analyzing information to help clients make business and investment decisions across banking, capital markets, and wealth management sectors.
Candidates will manage and motivate diverse teams while delivering quality client services through transformative go-to-market strategies and roadmaps.
The position offers a comprehensive compensation package including a base salary of $188,640 per year, medical/dental coverage, and a hybrid work model.
Matching Summary
The role involves analyzing information to help clients make business and investment decisions across banking, capital markets, and wealth management sectors.
Salary
Base: $188,640.00 per year; Bonus/Equity: Not specified; Benefits: Medical, dental, pension, 401(k), paid time off, flexible vacation
Skills & Requirements
Must-have
5 years related work experience
3 years professional services or advisory experience
3 years asset management or private banking experience
2 years team supervision as project manager
Expertise in Agile methodologies and product development
Ability to conduct primary and secondary research
Nice-to-have
Strong client relationship building skills
Experience with FinTech M&A and integration
Knowledge of competitive benchmarking and segmentation
Cross-functional collaboration with UX/Design teams
Commitment to high ethical standards and integrity
Key Requirements
Bachelor's degree plus 5 years experience OR Master's degree plus 4 years experience
3 years experience at a professional services firm or financial services advisor
3 years experience in asset management, private bank, or insurance investment area
2 years supervising a team as project manager
Must be a United States worker as defined by DOL regulations
Work Rights
Must be a United States worker as defined by DOL regulations