Wealth Portfolio Solutions Analyst
Company: VirtualVocations
Location: Vista
Posted on: May 20, 2025
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Job Description:
A company is looking for a Wealth Portfolio Solutions Analyst to
support the Wealth Management Leadership team in developing
investment platforms and products.
Key Responsibilities
Analyze current challenges and opportunities in investment
platforms and support product development
Drive marketing and brand strategy in alignment with business
objectives
Collaborate with cross-functional teams to improve processes and
ensure successful initiative rollouts
Required Qualifications
5+ years of experience in product management, alternative
investments, or separately managed accounts
Bachelor's Degree
Experience influencing cross-functional teams and executing
conceptual ideas
Ability to work independently and deliver results
Experience partnering with third-party vendors
Keywords: VirtualVocations, Encinitas , Wealth Portfolio Solutions Analyst, Professions , Vista, California
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