Publishing, Marketing & Operations, WM Global Investment Office, Analyst, Wealth Management

nhance tagging of content Managing Continued Education (CE) Process for key designations in Investing with Impact (Director Designation) and Financial Planning (CFP and FPS) which involves collecting information, processing and sharing information from participants with appropriate groups to ensure credit is received. Financial Planning Tool Access Requests (eg LVPWA, WSA), Financial Planning Fee Policy Mgmt and Oversight (ongoing review of charged fees to ensure policy alignment) Ongoing FP Designation management, FP Desk Ticket Processing 1-2 years of relevant work experience, bachelor's degree Knowledge of Microsoft Word, Microsoft Excel, PowerPoint Strong attention to detail Knowledge and interest in the finance industry and markets strongly preferred. Excellent writing/editing skills, ability to produce digital content for an external audience. Comfort juggling multiple priorities; strong organizational and time management skills. Ability to work effectively as a member of a team or independently. Persistence, tenacity and drive for results Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.