Wealth Solutions Analyst

About the role

As part of the enterprise Wealth Solutions team, the Wealth Solutions Analyst provides operational, research, and project support across financial product management and financial planning. The role helps Product Directors and Planning leaders focus on strategy, innovation, and partner management by coordinating requests, managing documentation, conducting research, supporting product initiatives, and maintaining team processes. This position is designed as an entry-level opportunity for individuals seeking to build a career in financial services, product management, or financial planning.

Responsibilities

• Serve as the primary coordinator for routine product and planning requests, ensuring timely research, tracking, and resolution.
• Support service escalations with product partners, platform providers, carriers, and internal business teams.
• Conduct research on financial products, competitors, industry trends, and planning topics; prepare summaries for leadership review.
• Maintain product and planning documentation, including procedures, fact sheets, FAQs, and advisor-facing materials.
• Coordinate material and communication updates resulting from product, platform, process, or regulatory changes.
• Support product launches, enhancements, and strategic initiatives through project tracking, testing coordination, and follow-up.
• Assist with partner due diligence, scorecards, meeting follow-up, service issue tracking, and documentation.
• Compile recurring reports and metrics related to requests, service trends, initiatives, and team priorities.
• Support financial planning teams through process documentation, resource management, and project coordination.
• Develop and maintain standard operating procedures, templates, checklists, and knowledge resources.
• Collaborate with Product Directors, Financial Planning, Marketing, Operations, Compliance, Supervision, Risk, Technology, and other business partners.

Requirements

• Bachelor’s degree in Business, Finance, Economics, Marketing, Communications, or a related field.
• 0-2 years of professional, internship, or relevant business experience.
• Strong written, verbal, analytical, and organizational skills.
• Ability to manage multiple priorities, meet deadlines, and consistently follow through.
• High attention to detail and commitment to accurate, quality work.
• Proficiency with Microsoft 365 applications.
• Ability to collaborate effectively across teams and with external partners.

Qualifications

• Interest in a career in financial services, product management, or financial planning.
• Experience in research, operations, project coordination, customer service, or financial services.
• Familiarity with investments, insurance, banking, or financial planning concepts.
• Interest in obtaining applicable industry licenses and professional designations.