Support strategy development through analysis, insight generation, and structured problem-solving for senior leaders
Lead defined workstreams within priority initiatives, including planning, coordination, analysis, and stakeholder-ready deliverables
Support execution of strategic priorities through reporting, presentation development, and cross-functional coordination
Translate complex data and stakeholder input into clear recommendations and practical next steps
Partners across sales, wealth management, advice, and data teams to support strategic priorities and consistent execution
Identify and support practical AI use cases that improve productivity, reporting, decision support, and workflows

Bachelor’s degree or equivalent combination of education and relevant experience
5+ years of total relevant work experience
Experience in strategy, business analysis, consulting, sales operations, client engagement, wealth management, or a related field
Experience leading workstreams or projects involving multiple stakeholders and senior-level visibility
Strong analytical, problem-solving, and synthesis skills, with the ability to develop actionable recommendations
Strong written and verbal communication skills, including preparing materials for leadership audiences
Ability to operate independently, manage ambiguity, and bring structure to complex business questions
Strong attention to detail, organization, and commitment to high-quality execution
Experience with Salesforce or similar CRM platforms and related sales or client engagement workflows
Strong interest in AI and its practical application to productivity, reporting, workflow improvement, and client engagement
Proficiency with Microsoft Excel and PowerPoint
Experience mentoring analysts, reviewing deliverables, or raising the quality of team outputs.

Competitive compensation
Annual bonus eligibility
A generous retirement plan
Hybrid work schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits

Senior Business Analyst – Sales Enablement, Individual Investors

Key skills