Sales Analyst- Investment - Financial Services and Wealth Management
|Financial Services & Insurance||Sales|
|See Description||Criminal Check at time of placement|
|Start Period||Date Posted|
|One to two weeks||Thursday, November 18, 2021|
We are currently seeking a Sales Analyst- Investment for our wealth management client for a 1 year contract opportunity with the possibility to go permanent!
In this position you will be supporting a team of Sales Associates through sales analytics, reporting, and analysis of the business.
Roles and Responsibilities
- Analysis of market and competitor trends that may impact the business
- Develop various reports to analyze current portfolio and different lines of businesses
- Provide analytics and insight that will support decision making by leadership and executive team
- Define metrics and support Sales Associates through reporting and data analysis
- Gather, clean, and load data from external sources to the reports database
- Identify and understand advisor needs and trends and develop programs to address such
- Ad hoc projects
Qualifications and Experience
- Minimum 5 years experience in a similar role and capacity in the financial service or wealth management space
- Undergraduate degree or equivalent combination of training and experience
We’re an equal opportunities employer committed to increasing diversity and inclusion in today’s workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Minorities, women, LGBTQ candidates, and individuals with disabilities are encouraged to apply. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions.
Merci de l’intérêt que vous manifestez pour ce poste. La description du poste nous a été fournie en anglais par notre client. Si vous souhaitez passer l’entrevue avec nous en français ou fournir votre CV en français, nous vous confierons à une personne de notre équipe qui parle français.
One to two weeks
Two weeks +