Wealth Advisory Support Consultant

Role Overview

• Maintaining Wealth Advisory policies and procedures
• Coordinating audit, risk, and governance activities
• Supporting client advocacy inquiries and resolutions
• Managing Wealth Exception Panel process
• Primary contact for Wealth policy-related requests
• Leading Wealth Advisory Support strategic initiatives
• Providing execution and operational support for leadership
• Collaborating with cross-functional partners
• Defining problems and organizing strategic approaches
• Establishing relationships with stakeholders
• Delivering consistent communication processes
• Engaging in Wealth-wide strategic initiatives

Requirements

• 5+ years Wealth management experience
• Excellent organizational skills
• Knowledge base with emphasis on accuracy and detail
• Flexible; able to adapt to change
• Excellent interpersonal and change management skills
• Excellent oral and written communication skills
• Ability to travel, occasionally overnight

Benefits

• Medical, dental, and vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment insurance
• Tax-preferred savings accounts
• 401k plan
• No less than 10 days of vacation
• 10 sick days
• Paid holidays
• Defined benefit pension plan eligibility
• Restricted stock units eligibility
• Deferred compensation plan eligibility