Wealth Strategies and Solutions Data Analyst
250 NICOLLET MALL:MINNEAPOLIS, United States
USD 70K-130K Entry-level Full Time
Tasks
- Analyze client and product segmentation
- Create partnership database
- Create solution question sets for Knowledge Pro
- Develop administrative reporting and information collection
- Document desk procedures and recommend improvements
- Enable data to drive product sales and asset acquisition
- Gather validate report metrics to stakeholders
- Support adoption of AI applications for business processes
Perks/Benefits
- 401k matching
- Coaching and development
- Dental insurance
- Disability insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Skills/Tech-stack
AI Models | Alteryx | Critical Thinking | Data Analysis | Data Modeling | Data Validation | Data reporting | Financial Services Cloud | Financial markets | Investment Products | Power BI | Presentation development | Project Management | Python | R | SAS | SQL | Salesforce Financial Services | Salesforce Financial Services Cloud | Services Cloud | Snowflake | Tableau | Wealth Management
Education
Roles
Regions
Countries
States
Cities
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