Senior Analyst, Cash Solutions

Job Description

Job Summary

The Senior Advisor is responsible for supporting and helping manage the Firm’s cash products, as they relate primarily to a number of bank deposit and savings programs, as well as a broad set of industry-leading, third-party Money Market Funds. The cash offering is leveraged by clients of the Firm’s ~7,500 Financial Advisors, across 3 key national distribution channels.

Product knowledge, exceptional interpersonal skills and an ability to conduct large data analysis will help ensure that the Senior Advisor can collaborate closely with key constituents across the organization to effectively drive adoption, help enhance the product offering, and play a key role in product innovation and new product launches. 

This position has significant room for career development and growth for the right individual.

Essential Duties and Responsibilities

• Directly supports the Cash Sweeps and Money Market Mutual Fund product heads to manage and enhance the offering and spearhead new product initiatives. More specifically, the Senior Advisor helps:
  • Manage, monitor and measure results relating to the product offering adoption; identify any related issues and help design and implement solutions.
  • Build and monitor risk management controls; develop and maintain policies and procedures; help ensure regulatory compliance.
  • Oversee and manage bank and fund company contract management.
  • Execute the operational rollout of new cash products, including developing training materials, policies and procedures and supporting education and training initiatives.

• Develops presentations and participates in meetings with executive management; supports Cash Solutions conference initiatives, including creating content and presenting (if of interest) at national and regional conferences (at home office and across the country).
• Collaborates with associates and management at all levels across the firm and with third party partners and vendors.

• Performs other duties and responsibilities as assigned.

Knowledge of:

• Banking products and services, especially as they relate to deposit programs and payment capabilities, including debit and credit cards, ACH, check processing, Zelle, etc.
• Project management and execution.
• Financial analysis concepts, practices, and modeling.

Skills:

• Superior communication skills, including verbal and written, with ability to create presentations and articulate findings in a cogent and concise manner.
• Superior quantitative skills, including ability to work with large data and glean key insights from trend analysis.
• Superior project management skills, including project planning and governance, with knowledge of project management tools a plus.
• Extensive knowledge of Microsoft Word, Power Point, and Excel; ability to work in Access and develop SQL Queries.

Abilities:

• Work in a collegial team environment; exercise initiative and problem-solving skills to help resolve issues.
• Self-starter with a “can do” attitude, high energy and ability to prioritize, take ownership and drive projects through to completion.
• Generates consensus; informs stake holders while building collaborative relationships.
• Proven ability to multi-task, complete projects on time, and be able to adapt to changing priorities.
• Prioritize tasks and leverage resources in order to meet or exceed deadlines, while effectively communicating with key contributors and stakeholders.
• Gather information, identify trends, and apply findings as required.
• Detail oriented while remaining focused on the global perspective.
• Structured, logical and creative thinker, with a willingness to challenge the status quo.

Education/Previous Experience

• Bachelor’s Degree (BA or BS) with a major in Business Administration, Economics, Math, Computer Science, Engineering, or related fields a plus

                                                                                      

• Minimum of three (3) years of experience in banking services, financial services, broker dealer or consulting, preferred.  Experience in project management, product development, or related field is ideal.

Licenses/Certifications

• None Required

***SIE not required***

Education

Bachelor’s: Computer and Information Science, Bachelor’s: Economics, Bachelor’s: Finance, Bachelor’s: Statistics

Work Experience

General Experience - 3 to 6 years

Certifications

Securities I