Wealth Management Analyst


Financial Services

Advert ID




Job Type




Salary Range

USD67 - USD71 per hour

No. of Openings


Branch Information

Appleton, WI - (USA) 5317 Grande Market Drive Suite B WI Appleton , WI 54913 Phone : 920-882-3033



Job Description


The Wealth Management Analyst is responsible for mapping out business processes and future state experiences in Advisor desktop. Trusted resource and advocate for business lead of advisor desktop to translate industry experiences and field pain points into a storyboard, process map and business requirements. Architect experiences using business process management to design, analyze, implement, and control processes.

Primary Duties & Accountabilities:

* Responsible to define and drive the future of the Advisor desktop experience that connects multiple actions into a streamline workflow, representing the common business processes for the sophisticated advisors.

* Engage with our sophisticated advisors focused on understanding the practice operations and advisor client engagement for documenting the business process maps and storyboards /journey maps in advisor desktop.

* Analyze the industry landscape for advisor desktop that includes wealth management awareness and a subject matter expert on advisor desktop.

* Assist the business lead in developing a point of view on future state experiences in advisor desktop.


* Advanced degree in Business, finance or related field or an equivalent combination of education, field experience and/or progressively responsible work experience.

* Minimum 10 years of progressively responsible experience working closely with a financial services distribution system in a consulting capacity with ability to build relationships and gain traction

* Strong leadership, vision and strategy, decision-making and team-building skills.

* High level of credibility with the Network Offices and field management including excellent platform skills.

* In depth knowledge of the distribution system, Network Office operations, products, marketing approaches and sales and career cycle

* Strong communication skills with ability to motivate a wide variety of audiences.

* Strong interpersonal skills with demonstrated ability to establish rapport at all levels of the home office and in the field.

* Demonstrated ability to think strategically and to design cost effective solutions to address long-range distribution system needs

* Industry experience on advisor desktop or wealth management experiences a plus

* Highly preferred FINRA Series 7 and Series 63

ManpowerGroup recognizes the importance of providing an accessible and barrier-free environment. We are committed to creating a welcoming, fair and inclusive environment by offering equal opportunity to access our services. At ManpowerGroup, we are committed to providing accommodations, and will work with you to meet your needs.