Analyst, Client Engagement Group (Private Wealth - Internal Wholesaler)

📋 Description

• Coordinate and schedule meetings for the wholesaling team.
• Prepare materials and agendas for meetings and presentations.
• Maintain and update the sales calendar; track appointments and follow-ups.
• Support the internal sales team by handling inquiries and directing to resources.
• Maintain accurate records of meetings, notes, action items, and follow-ups.
• Manage CRM data entry and assist with lead/opportunity tracking.

🎯 Requirements

• Bachelor's degree in business, finance, or related field preferred.
• Strong organizational skills; able to manage multiple tasks.
• Excellent communication and interpersonal skills.
• Proficient in Microsoft Office Suite and CRM systems.
• Ability to work independently and in a fast-paced environment.

🎁 Benefits

• Medical, dental, and vision plans
• Health Savings Account with employer contribution
• Company-paid life and disability insurance
• 401(k) with company match
• PTO: vacation, holidays, sick time, and bereavement
• Up to 16 weeks of Paid Parental Leave