Explore new business opportunities, including key initiatives in regards to potential net new asset opportunities Project manage large scale initiatives across various product teams and support partners Ability to synthesize large data sets/complex problems and create recommendations or solutions Leverage data and analytics tools to build various reports / dashboards and provide meaningful insights around client, advisor, product and overall market trends to senior management and product teams Spearhead quantitative and qualitative ad hoc analyses requested by senior management (e.g., excel modeling, Power Point presentations, meeting talking points, etc.) Support product teams on key initiatives, as well as ensure the product area is appropriately plugged into firm-wide initiatives and leveraging new Wealth Management tools & technology to drive business Partner or consult with product, sales, relationship management and marketing teams to identify and execute on opportunities to increase advisor, client and asset penetration levels across wealth management and provide insights and metrics for tracking against campaign/growth targets Support products and services integration efforts as it relates to E*TRADE and Eaton Vance and uncover / execute on future state opportunities (i.e., product expansion efforts) Organized and capable of multi-tasking several responsibilities in a fast-paced setting Strong knowledge of Investment Products (e.g. Alternative Investments, Mutual Funds, ETFs, etc) The ideal candidate should be highly motivated, innovative and an independent thinker with drive to learn new areas of the Wealth Management business Highly proficient in Microsoft Office (Strong Excel and Power Point skills) Strong communication and presentation skills Strong experience working with Data Platforms & Tools such as Dataiku, Tableau, BusinessObjects, etc. Ability to partner with cross functional teams, such as Data & Analytics, Technology, Finance, Research, Legal, Risk, Compliance, etc. Prior experience working in wealth management is a plus Minimum Requirements: BS / BA degree with at least 3 years of experience in financial services Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
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