Senior Analyst / Associate - Private Wealth Product Management

The Senior Analyst/Associate - Private Wealth Product Management role is responsible for developing, maintaining, and operationalizing standardized readiness playbooks for Private Wealth products and programs. The role requires strong attention to detail, organizational skills, and excellent written and verbal communication skills.

Requirements

• 2-5 years of experience in financial services, product operations, client onboarding, or project coordination
• Bachelor's degree required; relevant work experience in financial services a plus
• Strong understanding of product structures and operational mechanics
• Strong attention to detail and organizational skills
• Excellent written and verbal communication skills
• Ability to manage multiple tasks and prioritize effectively
• Proficient in Microsoft Office Suite and SharePoint
• Ability to work collaboratively in a team environment

Benefits

• Paid time off
• Medical/dental/vision insurance
• Retirement
• Life insurance
• Discretionary bonus