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Business Management & Operations
Thanks for your interest in the Business Manager position. Unfortunately this position has been closed but you can search our 268 open jobs by clicking here.


         3+ years of experience in Financial Services or Management Consulting

         Self-driven, motivated, problem solver who proactively seeks new tasks and challenges.

         Ability to work independently as well as part of a team, be detail oriented

         Due to the sensitivity of financial, associate and client information, professional discretion is required.

         Networks with colleagues, senior personnel, peers and staff on a regular basis, in own area of expertise, to resolve issues, gain needed information and influence outcomes for group.

         Gains cooperation and commitment to take action from colleagues, management, customers and external contacts as needed

         Ability to write well

         Advanced in spreadsheet, reporting and presentation tools (Excel, Access, PowerPoint, and other Microsoft Office applications)

         Strong data analysis skill, including proficiency with Tableau or similar big data visualization tools

         Business process modeling/Vision


Preferred – CFA/CFP 



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