Strategic Analyst - Private Client & Sales Enablement

A financial services firm in Boston seeks a Business Analyst for its Private Client Group. The role involves supporting operational and analytical functions to enhance advisor performance and client experience. Ideal candidates will have over 5 years in wealth management and strong analytical skills. Responsibilities include managing data insights, improving workflows, and supporting sales strategies through CRM management. Competitive salary range is offered. #J-18808-Ljbffr