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WMG Sales Analytics VIE At Bank of the West

Location: San Francisco, California

Job Description

Job Description Summary


  • Candidate will learn the overall structure of the Wealth Management Group, through new hire training as well as one on one meetings with his/her manager:
  • Candidate will develop and/or expand upon current technical skills in order to perform data analysis and reporting functions through training and one on one sessions with his/her manager:
  • Candidate will regularly review and test data out of WMD 3.0.
  • Candidate will take over routine reporting and analysis of the following:
  • Candidate will shadow Private Client Advisor in Key Client Group (as time permits) in order to learn more about the day to day work developing relationships in that group.
  • Continued development of Software and Analytical skills:
  • Continued participation in development of Sales Force Budget with Finance team.
  • Continued ‘knowledge-building’ of WMG organization and participation in Key Client Group.
  • Candidate will utilize the knowledge and skills developed during the first seven months to run an analytical project. This project will address a hypothesis that leadership would like to explore with fact driven analysis.
  • Continued development of Software and Analytical skills:
  • Continued delivery of reporting and ad-hoc data requests for WMG.





Qualifications

Qualifications:


  • Strong academic from a top tier university

  • Strong analytical skills and solid problem skills

  • Strong written and verbal communication skills

  • Strong computer skills including Word, Excel

Equal Employment Opportunity Policy

Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.

Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.