Collect, organize, and analyze performance data and key metrics.
Prepare regular reports and dashboards for individual territories.
Assist the Program Manager with day-to-day project coordination and operational tasks.
Create and update PowerPoint presentations for Wealth Management and Financial Planning Programs, ensuring presentations align with program objectives, branding and learning standards.
Support meetings by preparing agendas, materials, and follow-up documentation.

Requirements

Bachelor’s degree or equivalent experience (business, finance, project management, or related fields preferred).
Strong organizational and time-management skills.
Advanced proficiency in Microsoft Excel and PowerPoint including data analysis, dashboards, presentations.
Familiarity with data visualization / reporting tools (e.g. Tableau, Power BI).

Benefits

Market competitive base salaries, with a yearly bonus potential at every level.
Medical, dental, vision, life insurance, disability insurance.
Paid Time Off (PTO), and leave of absences, such as parental and military leave.
401(k) plan with company match (up to 4%).
Company-funded pension plan.
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data analysisdashboardsdata visualizationreporting

Soft Skills

organizational skillstime-management skills

Certifications

Bachelor’s degree