Strategy, Integration & Business Development Associate

Full Job Description

Strategy, Integration & Business Development Associate

Job Number:


POSTING DATE: Sep 21, 2021

PRIMARY LOCATION: Americas-United States of America-New York-New York

EDUCATION LEVEL: Bachelor’s Degree

JOB: Wealth Management


JOB LEVEL: Associate


Primary Location: 522 5th Avenue, NY ; Alternate Location: Purchase, NY


This role will be responsible for partnering with the various investment product groups in order to help drive and execute on their overall strategies. Key responsibilities include, but are not limited to:

Assist in the preparation of monthly sales and asset reporting as well as the development of management reporting dashboards to help understand drivers of flows and track against growth targets

Explore new business opportunities and support product teams on key initiatives, as well as ensure the product area is appropriately plugged into firm-wide initiatives and leveraging new Wealth Management tools & technology to drive business

Partner with product, sales, relationship management and marketing teams to identify and execute on opportunities to increase advisor, client and asset penetration levels across wealth management and provide insights and metrics for tracking against campaign/growth targets

Develop and respond to ad hoc analyses requested by senior management (e.g. excel modeling, Power Point presentations, meeting talking points, etc.)

Support products and services integration efforts as it relates to E*TRADE and Eaton Vance and uncover / execute on future state opportunities (i.e. product expansion efforts)


Organized and capable of multi-tasking several responsibilities in a fast paced setting

The ideal candidate should be highly motivated, innovative and an independent thinker

Highly proficient in Microsoft Office (Excel and Power Point)

Strong communication and presentation skills

Ability to partner with cross functional teams

Prior experience working in wealth management is a plus

Minimum Requirements: BS / BA degree with at least 1 to 3 years of experience in financial services

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