Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 

• Develop and maintain periodic leadership reports and analyses related to business performance, system functionality, training, and/or departmental initiatives necessary to management.
• Serve as a subject-matter expert for assigned area around divisional products, services, systems and policies/procedures. 
• Assist and collaborate in the various stages and phases of strategic planning and project management as needed on divisional initiatives, contributing meaningful insights.
• Conduct industry research and competitive analysis as needed.
• Continued focus on process improvement.
• Perform various administrative tasks such as creating presentations, organizing meetings, assembling marketing materials, etc.
• Assist with training staff on new processes, systems, programs, etc.
• Support Regional Management while being an overall resource to the entire team.

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor’s degree in accounting, business or marketing, or equivalent education and related training.
• Demonstrated project management and coordination skills in a professional or financial services environment. Strong quantitative analysis skills.
• Excellent verbal and written communication skills.
• Ability to effectively lead meetings with various key partners and collaborate with individuals at any level of the organization.
• Ability to work independently.
• Strong proficiency in basic computer applications, such as Microsoft Office software products.
• FINRA Series ​24 (Candidate will be able to obtain series 24 within 12 Months of employment)
• Series 7, 63, and 65

Preferred Qualifications:

• Master’s degree in Marketing or Business Administration.
• Graduate of an enterprise sponsored Leadership Development Program.
• Banking or financial services experience, with an emphasis on the Brokerage & Private Banking and Wealth client segments.
• Knowledge of Operational Procedures and systems.
• Knowledge of SAS or statistical software.
• Familiarity with training and continuing education requirements for professional credentials such as National Association of Securities Dealers Licensing , Certified Financial Planner, Certified Public Accountant, and Certified Trust and Financial Advisor.