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Wealth Planning Data Analysis Manager ID
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- The Wealth Planning Data Analysis Manager role is responsible for managing the Wealth Planning and Financial Planning data strategy, processes and reporting.
- provide metrics connecting Wealth planning strategist activity to indicators such as revenue and net new money
- act as steward of wealth planning data in data warehouse
- That’s why we are committed to fostering and advancing diversity, equity, and inclusion.
- have advanced skills in Excel/Access, including experience receiving large/text files and importing into Excel and Access databases; knowledge in writing advanced queries and Microsoft Access Form design
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