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. Initial placement will be within the Client Service Center whereby Analysts work closely with their managers in goal setting and career planning to achieve their individual development goals. In addition, the program has a rotation component, allowing Analysts to begin their careers in a Client Service role and progress to advanced phone roles or Wealth Management support roles.
Analysts participate in a 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, financial accounting and a Client Service Center targeted program that focuses on detailed support of the assigned line of business supporting clients and internal employees. All new joiners 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 one of the many Client Service departments supporting the Wealth Management business unit.