Wealth Management Product & Project Manager - Temporary

Pay Range: $34.66 - $46.20

Responsible for the development, management and strategic growth of Wealth Management products and services based on innovation, competitive pricing strategies and growth objectives. Plans, coordinates and conducts activities related to the analysis of the bank's market areas, customer base and the maintenance and development of its product mix. Assists in strategic & business planning and manages various projects for the division. Responsible for the analysis and integration of acquisitions.

Education and Experience:

• Five to ten years experience in product/project management - including pricing and marketing, market intelligence and analytics, including experience in data base management
• Bachelors degree preferably in Business, with Finance and/or Marketing concentration or equivalent education and experience
• 5-7 years' relevant experience in Wealth Management
• (preferred)

Skills and Abilities:

• Excellent verbal and written communication skills, able to professionally represent the bank’s position to internal and external customers.
• Strong computer literacy to include Microsoft Office Suite and other proprietary industry software.
• Strong organizational skills and detail oriented.
• Wealth Management marketing with an emphasis on using analytical tools
• Strong project management and organizational skills.

Tasks Performed:

• 30% Manage Divisional projects in line with strategic planning goals and initiatives including maintaining formal project plans ensuring proper completion of identified tasks & adherence to identified timelines. Provides input/feedback to improve work efficiency. To include any merger or acquisitions.
• 20% Participate in strategic planning as needed to ensure the Division has the proper systems, technology & other resources necessary to provide superior client experience.
• 20% Provides insight, identifies trends and strategic planning opportunities based on analysis, monitoring and reporting of sales data. Conducts market and competitive research, financial and other analysis to support strategic initiatives.
• 15% Maintains and analyzes critical market information by assimilating and deploying competitive intelligence reports and action plans.
• 10% Develops competitive pricing strategies for products, services, interest rates, growth objectives and placement.
• 5% Other duties as assigned.

Physical Requirements:

• Communicate effectively with internal and/or external customers
• Stationary 75% of time or greater
• Move Objects to Maximum 10 lbs

Benefits for Full-Time Employees: 

• Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. 

• Parental Leave: Six weeks of paid leave at 100% of your salary. 

• Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. 

• Dental and Vision Coverage: Ensuring your overall health and well-being. 

• Flexible Spending Accounts: For healthcare and dependent care expenses. 

• Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. 

• Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. 

• Voluntary Benefits: Including hospital, accident, and critical illness coverage. 

• Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.

• Adoption Assistance: Supporting your growing family. 

• Tuition Reimbursement: Invest in your education and career growth. 

• Employee Assistance Program (EAP): Access to support and resources.