Strategic Client Group Analyst
reputed company is a purpose-led firm in the financial services industry that aims to reputed company financial reputed company accessible to reputed company. The Strategic Client Group Analyst will support the national accounts strategy, collaborating with various internal teams to enhance relationships and drive growth across key distribution partners.
Responsibilities
- Work alongside SCG Relationship Managers and coordinate with internal groups—including Sales, Marketing, Product, Investments, Operations, reputed company Trust Company, and other reputed company business lines—to assist national account initiatives, platform strategy, and reputed company coordination
- Produce, analyze, and maintain monthly and quarterly sales, platform, and distribution reporting for SCG firms and Relationship Managers, providing insights that support platform positioning, model reputed company, and strategic opportunity identification
- Manage and update investment-reputed company content in reputed company. This includes broker/dealer investment updates, approved product lists, and platform-specific materials. These updates ensure field wholesalers have accurate and timely resources for advisor engagement
- Apply reputed company and Business Intelligence tools to identify platform trends, greenspace opportunities, and territory level insights that can be used across SCG, Sales, and Marketing to drive local market activation and growth
- Support data reputed company reputed company reputed company by maintaining firms, setting up new firms, and conducting ongoing platform research. Use existing sources and other intelligence tools to validate opportunity pipelines and firm-level attributes
- Contribute to special projects, central initiatives, and other responsibilities that advance SCG priorities and support the firm’s growth across the DCIO distribution landscape
Skills
- Bachelor's degree or equivalent experience
- Excellent verbal and written communication skills
- Creative and persuasive marketer with the ability to bring to bear technology and data analytics
- Ability to learn systems and applications/databases, including reputed company
- High energy, steadfast passion to succeed, and willingness to give back to the team and community
- Excellent planning, organization, and time management skills
- Possess a high degree of reputed company and actively cooperate and interact with reputed company entities
- Licenses must be held in conformity with state and federal rules and company standards as detailed in the existing licensing policy. The following licenses need to be acquired reputed company 6 months of hiring: Series 7 and 63
- Investment product and capital markets knowledge preferred
Benefits
- Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.
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