Financial Planning Senior Analyst managing marketing finance operations for budgeting and performance analysis. Partnering with marketing leadership to optimize spend effectiveness and improve ROI.
About the role
- Senior Investment Associate managing a $4B book of business with HUB International. Supporting client advisory, investment research, and operational workflows in a collaborative environment.
Responsibilities
- Supports senior advisor partners in the management of a $4B book of business
- Participate in client meetings and presentations
- Draft meeting summaries, action items, and follow-ups
- Conduct Client Market Reviews
- Leverage prior experience with operational workflows and service processes
- Collaborate with operations and client service team to support efficient execution of client requests
- Maintain working knowledge of custodial platforms and internal CRM systems
- Conduct research and analysis on mutual funds, ETFs, equities, and alternative investments
- Execute trades and monitor account rebalancing based on model changes or client activity
- Apply a foundational understanding of individual income tax principles
- Monitor client portfolios for tax-sensitive events and flag them for advisor review
Requirements
- A bachelor's degree or 15 years of relevant experience
- Highly proficient at Excel and PowerPoint
- FINRA Series 65 required / CFA or CFP preferred
- Experience with custodial platforms such at Schwab and Fidelity
- Experience with Orion, Eclipse and Nitrogen/Riskalyze preferred
- Demonstrated oral and written communication skills and the ability to interact with individuals of all levels inside and outside of the organization
- Ability to work collaboratively in a team environment
Benefits
- Competitive salary
- Bonus potential
- PPOs
- HMO
- HSA
- FSA
- Vision coverage
- Dental coverage
- Pet insurance
- Paid time off
- Generous 401k plan
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