AWM Program Analyst

In this role, you will support a team of bankers, investment specialists, wealth advisors, and lending professionals to attract and serve high-net-worth clients. You will deliver tailored wealth-management solutions that protect, manage, and grow client assets, working across teams to provide first-class service. You’ll translate client needs into actionable plans while navigating complex, cross-functional processes. This is an opportunity to develop client relationships and contribute to a client-centric wealth management mission.

You will operate in a fast-paced, collaborative environment where discretion and sound judgment matter.
Collaborate with advisers and specialists to bring in new clients and serve existing ones
Deliver customized wealth-management solutions to protect, manage, and grow wealth
Understand client needs and tailor approaches across teams to exceed expectations
Work across the firm to provide first-class service
Highly driven and team-oriented
Exceptional interpersonal, communication, logical thinking and problem-solving skills
Excellent organizational skills and ability to multitask
Genuine interest in financial markets and macro-level economic trends
Desire to work with external clients in relationship-building and sales
Ability to thrive in a fast-paced, collaborative environment
Discretion and good judgment with confidential information
In this role, you will support a team of bankers, investment specialists, wealth advisors, and lending professionals to attract and serve hi…
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