Demo

Wealth Business Analyst III

Accenture
Accenture Salary
Raleigh, NC Full Time
POSTED ON 1/24/2025
AVAILABLE BEFORE 2/20/2025
This role is responsible for providing analytical and administrative support on execution of divisional, group and team projects including but not limited to, performing reporting, analytics, insights and process reviews while also serving as a subject matter expert for various bank and Wealth systems, products, services and processes.

Key Responsibilities:


  • Develop and maintain periodic leadership reports and analyses related to business performance, system functionality, training, and or departmental initiatives necessary to management.

  • Serve as a subject matter expert for assigned area around divisional products, services, systems and policies procedures.

  • Assist and collaborate in the various stages and phases of strategic planning and project management as needed on divisional initiatives, contributing meaningful insights.

  • Conduct industry research and competitive analysis as needed.

  • Continued focus on process improvement.

  • Perform various administrative tasks such as creating presentations, organizing meetings, assembling marketing materials, etc.

  • Assist with training staff on new processes, systems, programs, etc.


  • Basic Qualifications:


  • Minimum of 6 years experience in analytical role within financial services industry


  • Preferred Qualifications:


  • Bachelors Degree

  • Graduate of an enterprise sponsored Leadership Development Program.

  • Banking or financial services experience, with an emphasis on the Brokerage Private Banking and Wealth client segments.

  • Knowledge of Operational Procedures and systems.


  • Professional Qualifications:


  • Demonstrated project management and coordination skills in a professional or financial services environment.

  • Strong quantitative analysis skills.

  • Excellent verbal and written communication skills.

  • Ability to effectively lead meetings with various key partners and collaborate with individuals at any level of the organization.

  • Ability to work independently.

  • Strong proficiency in basic computer applications, such as Microsoft Office software products.


  • Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New York or Washington as set forth below.

    We accept applications on an on-going basis and there is no fixed deadline to apply.

    Information on benefits is here.

    Role Location Annual Salary Range

    California $63,800 to $196,000

    Colorado $63,800 to $169,300

    District of Columbia $68,000 to $180,300

    Illinois $59,100 to $169,300

    Minnesota $63,800 to $169,300

    Maryland $59,100 to $156,800

    New York $59,100 to $196,000

    Washington $68,000 to $180,300

    What We Believe

    We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment.

    Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities. Read more here

    Equal Employment Opportunity Statement

    Accenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation.

    All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.

    Accenture is committed to providing veteran employment opportunities to our service men and women.

    For details, view a copy of the Accenture Equal Employment Opportunity and Affirmative Action Policy Statement.

    Requesting An Accommodation

    Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.

    If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at 1 (877) 889-9009, send us an email or speak with your recruiter.

    Other Employment Statements

    Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

    Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.

    Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process.

    The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.

    Salary : $63,800 - $196,000

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