Reporting & Data Management Analyst - Retirement

Job Description:

Business Overview

Retirement & Personal Wealth Solutions (RPWS) serves the core financial needs of individual clients and plan participants by providing best in class, integrated products in the most intuitive, efficient and client friendly way while maintaining a forward thinking mindset and risk management focus.  RPWS is responsible for both the institutional and personal retirement capability set to include 401(k), Equity and Health Benefit plans for companies of all sizes as well as college savings, personal retirement planning, retirement income, insurance and estate planning for individuals. RPWS also provides tools and content that enables advisors and bankers to help their client’s live their best financial lives.

Job Description:

This position plays a key role within the Data Analytics and Reporting team within the Retirement & Personal Wealth Solutions (RPWS) line of business, partnering across RPWS. The RPWS Reporting & Data Management Analyst will execute key initiatives, develop sales measurement, and analyze business performance, enabling growth opportunity capture and analysis across client segments, products, and channels. High level responsibilities of the RPWS Reporting & Data Management analyst include Salesforce administration and maintenance of the Institutional Retirement instance of Salesforce.com (e.g. user support, data management and reporting). Interface with Sales and Product organizations to define and execute on key strategic reporting and analysis needs.  Support annual sales scorecard design and goal setting processes. Manage projects and enhancements to current processes. Define and evaluate problems and plans effective solutions.

Responsibilities:

• Support the day-to-day administration and maintenance of the Institutional Retirement instance of Salesforce.com
• Collaborate with key business partners to define and execute on both ongoing and adhoc reporting needs
• Effectively communicate data results and translate output to formats that allow results to be easily interpreted and measured against goals
• Analyze and reconcile data from Salesforce and/or other data sources in support of various initiatives, including client targeting, specialist compensation, fiduciary oversight, etc.
• Support annual sales scorecard design and goal setting process
• Quantify key statistics relative to traction in with banking partners in Business Bank (BB), Global Commercial Bank (GCB) and Global Corporate & Investment Bank (GCIB)

Minimum Requirements:

• Bachelor’s degree strongly preferred or equivalent experience
• 3+ years experience in wealth management and/or retirement business
• Salesforce.com experience preferred
• Advanced MS Office skills, particularly Excel and Access
• Exceptional analytical and organizational skills, with reporting and/or data management experience preferred
• Ability to meet quality objectives, with a focus on attention to detail and accuracy
• Ability to manage multiple priorities in a fast-paced environment
• Communicate clearly and effectively
• Strong written and verbal presentation skills​
• Must be a team player and be able to build positive working relationships with team members that encourage open communication and a supportive team environment​
• A proactive self-starter who challenges the status quo

Shift:

1st shift (United States of America)

Hours Per Week: 

40