What are the responsibilities and job description for the Strategy Manager - Private Vista position at Vigilant Wealth Management?
Posted Tuesday, December 24, 2024 at 6 : 00 AM
Are you the right applicant for this opportunity Find out by reading through the role overview below.
Our Story
Private Vista is a financial advisory practice dedicated to helping clients achieve their financial goals through personalized planning and investment strategies. Our team of experienced professionals is committed to providing the best service we can and solutions to address the individual financial challenges faced by our clients.
What You’ll Do
- Analyze and manage data, including segmentation, and practice scorecard.
- Use strong working knowledge of Salesforce to keep data clean and run reports for the practice.
- Develop and implement training programs to enhance team performance.
- Identify and leverage technology and AI opportunities to improve processes.
- Conduct process reviews and manage operational workflows.
- Prepare and present reports to the managing partner.
What You’ll Bring
What We Offer
AN EQUAL OPPORTUNITY EMPLOYER : Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
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