Senior Manager, Wealth Solutions Strategy and Analytics

Job Summary:

• This role is for an early-career professional with 2-4 years of experience in a rigorous analytical environment.
• You will work across client analytics, revenue performance, and operational effectiveness.

Key Responsibilities:

• Analyze client segmentation and revenue data to identify trends and inform growth strategy.
• Build and maintain models to track operational and capacity metrics.
• Develop and present analyses to senior leadership.

Qualifications:

• Bachelor's degree in finance, economics, or related analytical field.
• 2-4 years of experience in private equity, investment banking, or consulting.
• Strong financial modeling and Excel skills.

Why Join Us:

• Join a team that values intellectual curiosity and low ego.
• Opportunity for high visibility and direct exposure to senior leadership.