International Wealth Management Business Development Associate

Full Job Description

International Wealth Management Business Development Associate

Job Number:


POSTING DATE: Jul 26, 2021

PRIMARY LOCATION: Americas-United States of America-New York-New York

EDUCATION LEVEL: Bachelor’s Degree

JOB: Wealth Management


JOB LEVEL: Associate


IWM’s Business Associate will be responsible for supporting initiatives enhancing International Client Advisor and UHNW Client experience as well as managing projects resulting in growth.

Responsiblities include:

Analyze and synthesize behavioral and product usage insights around international client and advisor segments; identify growth opportunities and actionable strategies to drive growth, advisor participation and client penetration for cash management and lending

Perform competitive and strategic analysis to inform short term opportunities and long term plans

Support business case development and project management of enhancements to business processes, Advisor Designation, pricing / profitability, Ultra High Net Worth service model, client and advisor experience

Build and maintain sales tools, sales support analytics and reporting to drive understanding of progress and opportunities for improvement against strategic priorities

Support senior team members in development and delivery of new Digital Products and other key IWM initiatives.

Build and maintain key performance metrics for the business in coordination with Finance and Data Analytics teams

Identify efficiencies and opportunities for data/analytics/reporting automation and visualization


3-5 years of experience in Wealth Management

Bachelor’s Degree

Series 7, 66 and SIE

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