The Wealth Management Operations Analyst Program is a competitive program that provides an opportunity for entry-level employees to both learn about the Financial Services Industry and develop the necessary professional competencies to be successful within Operations. The program includes a three level development model, whereby analysts work closely with their managers in goal setting and career planning to achieve their individual development goals. In addition, the Analyst Program has an assisted mobility component, where Analysts may experience up to two distinct roles during the program.
Analysts participate in a three week training series, which includes a high level overview of the firm and an introduction to the securities industry. The program also includes knowledge based training with focus on regulatory requirements, operational risk management and financial accounting. All analysts are assigned peer advisors to assist with their transition into the organization. To further develop their professional network, analysts are provided with opportunities to attend seminars hosted by senior management and are encouraged to attend social and networking events. Upon completion of training, analysts will be assigned to support a functionally aligned team within Wealth Management Operations.