Senior Wealth Strategy Analyst

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The Senior Wealth Strategy Analyst partners closely with Wealth Strategists to deliver comprehensive, data-driven analysis and client-ready planning deliverables. This role supports high net worth and ultra-high net worth client engagements by organizing complex financial information, developing planning models, and preparing materials for use in client meetings. The Senior Wealth Strategy Analyst plays a critical role in ensuring accuracy, consistency, quality, and timeliness of wealth strategy client outputs.

This position also contributes to process improvement and the development of junior analysts. Please see below for specific responsibilities and requirements for this role.

The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.

• Data Review & Organization:
  Review and organize client financial information, including personal financial statements, account statements, insurance policies, tax returns, estate planning documents, ownership structures, and related client information to support analysis and planning.
• Financial Analysis & Modeling:
  Prepare and maintain detailed analyses such as cash flow models, estate flowcharts, and scenario-based financial and wealth transfer modeling to evaluate planning strategies.
• Client Deliverables Preparation:
  Develop high-quality, client-ready materials for use by Wealth Strategists in client meetings.
• Planning Support & Research:
  Conduct technical research and assist in evaluating advanced planning strategies across estate, tax, insurance, and cash flow disciplines; summarize findings for strategist review.
• Process Management & Execution:
  Track deliverables, identify missing or incomplete information, and coordinate workflow to ensure timely and accurate production of analysis and materials.
• Ongoing Plan Maintenance:
  Update client analyses and deliverables as circumstances evolve, ensuring planning information remains current and aligned with client objectives.
• Collaboration & Team Support:
  Partner effectively with Wealth Strategists and other team members to support planning efforts and enhance the overall client experience.
• Coaching & Development:
  Provide guidance and informal mentoring to junior analysts; support training and knowledge sharing across the team.
• Thought Support & Content Development:
  Assist in the development of internal materials, presentations, and planning collateral that contribute to team knowledge and client education.
• Risk & Compliance:
  Operate within the Bank’s risk framework, ensuring all analyses and deliverables adhere to established policies, procedures, and quality standards.
• Other Duties:
  Perform other duties as assigned, adapting to shifting priorities to support team and organizational objectives.

• Bachelor's degree required.
• 5+ years of experience in wealth planning, financial analysis, or a related field within a professional services or financial services environment.

Qualified candidates will possess a strong degree of proficiency in (typically from 5+ years of experience):

• Financial Planning & Analytical
  
  Skills:
  
  Solid understanding of financial planning concepts including cash flow, estate planning, basic income, gift, and estate tax concepts, and investment structures, with the ability to translate data into actionable analysis.
• Technical Software Proficiency:
  Experience with financial planning software (e.g., eMoney or similar), along with advanced proficiency in Microsoft Office tools, especially Word, Excel, and PowerPoint.
• Attention to Detail & Accuracy:
  Strong focus on data integrity, organization, and quality control across complex financial analyses and deliverables.
• Collaboration & Communication:
  Ability to work effectively within a team-based environment and communicate clearly with Wealth Strategists and other team members.
• Problem Solving:
  Ability to identify gaps, inconsistencies, or planning…