Wealth Management Associate

Location: Concord, NH - This position is 100% onsite. Hybrid or remote work options are not available.


FUNCTION: The Wealth Management Associate position outlined below is responsible for the planning and execution of products throughout their lifecycle, including gathering and prioritizing product and customer requirements, defining the product vision, and working closely with all stakeholders to ensure revenue and customer satisfaction goals are met. The Wealth Management Associate also ensures that the product supports the company’s overall strategy and goals.
Works well independently or within the team on special or ongoing projects exercising discretion and independent judgment, when needed, to successfully perform duties assigned. During periods of high workload, works with the Support Teams of BWM to assist in day-to-day processes, cross training, and procedure review to ensure efficient and effective coordination of resources.

ACCOUNTABILITIES:

• Executes product management disciplines to assist in managing products.
• Actively manages third-party service provider partnerships and provides escalation support and issue resolution.
• Performs industry and competitor reviews and maintains pulse on financial industry landscape.
• Defines, analyzes, and reports key customer and product performance metrics/trends; uses data to lead to solution modifications and/or enhancements that provide differentiating solutions.
• Manages multiple approved projects or process improvements concurrently, coordinates cross-organizational and external resources to achieve project goals.
• Assists in the development and management of new products and services for the Bank.
• Collaborates with business line managers to determine business development plans that support the strategic direction of product(s).
• Takes initiative on tasks and looks for ways to improve products and processes.
• Seeks ways to build strong relationships across the organization and with third-party service providers.
• Ensures that products support the company’s overall strategy and goals.

Customer Experience:

• Provides the highest level of service, demonstrating You Matter More to both internal and external customers
• Demonstrates ability to handle, resolve and work independently on more complex service matters
• Assesses customer needs and delivers services or refers to other team members when appropriate.

Compliance and Control:

• Assists in ensuring that the Bank is in compliance with local, state and federal regulations

General:

• Interacts harmoniously and effectively with others, focusing upon the attainment of bank goals and objectives through a commitment to teamwork.
• Conforms to acceptable punctuality/attendance standards as expressed in the Employee Handbook.
• Performs additional duties as requested.

Knowledge/Skills/Experience

• Bachelor’s degree in business, finance or other related field desired
• 3+ years’ experience in financial services desired
• Creative thinker with strong analytical skills
• Resourceful, flexible and a strong desire to be of service to clients
• Excellent customer service skills
• Demonstrated personal computer literacy
• Strong multi-tasking and communications skills
• Strong attention to detail and accuracy
• Ability to work with little supervision.
• Excellent communication skills, verbal and written

Physical Demands/Conditions Requirements:

• General office environment.
• Moderate lifting (to 35 lbs.) required.  Moderate reaching, walking, sitting and standing required.

Equipment Used:

• General office equipment.

External and internal applications, as well as position incumbents who become disabled, must be able to perform the essential functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on an individual basis.