Sr Wealth Strategy Associate
Wayzata, MN · On-site
Are you skilled at developing wealth management strategies. Does financial data excite you? We're looking for a Wealth Strategy Associate to: assist financial advisors in client conversations ...
Wayzata, MN · On-site
Are you skilled at developing wealth management strategies. Does financial data excite you? We're looking for a Wealth Strategy Associate to: assist financial advisors in client conversations ...
Wayzata, MN · On-site
Are you skilled at developing wealth management strategies. Does financial data excite you? We're looking for a Wealth Strategy Associate to: assist financial advisors in client conversations ...
Wayzata, MN · On-site
$60K - $75K/yr
Does financial data excite you? We're looking for a Wealth Strategy Associate to: • assist financial advisors in client conversations, providing analytic information and aiming to understand the ...
Wayzata, MN · On-site
$60K - $75K/yr
Does financial data excite you? We're looking for a Wealth Strategy Associate to: • assist financial advisors in client conversations, providing analytic information and aiming to understand the ...
Minneapolis, MN · On-site
$90K - $105K/yr
Associate Strategy Director About broadhead. At broadhead, we believe bold ideas create meaningful impact. We work with clients who are transforming the way we live and work, and we pride ourselves ...
Minneapolis, MN · On-site
$90K - $105K/yr
Associate Strategy Director About broadhead. At broadhead, we believe bold ideas create meaningful impact. We work with clients who are transforming the way we live and work, and we pride ourselves ...
Minneapolis, MN · Hybrid
$90K - $105K/yr
Associate Strategy Director About broadhead. At broadhead, we believe bold ideas create meaningful impact. We work with clients who are transforming the way we live and work, and we pride ourselves ...
Minneapolis, MN · Hybrid
$90K - $105K/yr
Associate Strategy Director About broadhead. At broadhead, we believe bold ideas create meaningful impact. We work with clients who are transforming the way we live and work, and we pride ourselves ...
Saint Louis Park, MN · On-site
$146K - $271K/yr
The Associate Director, Strategy plays a critical role in shaping enterprise and business unit strategy by leading high-impact analytical work, translating complex data into actionable insights, and ...
Saint Louis Park, MN · On-site
$146K - $271K/yr
The Associate Director, Strategy plays a critical role in shaping enterprise and business unit strategy by leading high-impact analytical work, translating complex data into actionable insights, and ...
The Benefit Strategies team consists of individuals that develop strategic plan design/positioning recommendations and support financial forecasting for new and existing plan sponsors (and their ...
The Benefit Strategies team consists of individuals that develop strategic plan design/positioning recommendations and support financial forecasting for new and existing plan sponsors (and their ...
The Benefit Strategies team consists of individuals that develop strategic plan design/positioning recommendations and support financial forecasting for new and existing plan sponsors (and their ...
The Benefit Strategies team consists of individuals that develop strategic plan design/positioning recommendations and support financial forecasting for new and existing plan sponsors (and their ...
Edina, MN · On-site
$175K/yr
Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on ... As an Associate Director on the Catastrophe Analytics R&D team, you will collaborate with ...
Edina, MN · On-site
$175K/yr
Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on ... As an Associate Director on the Catastrophe Analytics R&D team, you will collaborate with ...
The Principal Strategy & Portfolio Associate leads strategic planning and portfolio management activities across the Medtronic Neuroscience portfolio. This role is primarily responsible for helping ...
The Principal Strategy & Portfolio Associate leads strategic planning and portfolio management activities across the Medtronic Neuroscience portfolio. This role is primarily responsible for helping ...
The Principal Strategy & Portfolio Associate leads strategic planning and portfolio management activities across the Medtronic Neuroscience portfolio. This role is primarily responsible for helping ...
The Principal Strategy & Portfolio Associate leads strategic planning and portfolio management activities across the Medtronic Neuroscience portfolio. This role is primarily responsible for helping ...
Utilizing Microsoft PowerPoint and Power BI to develop presentation materials that communicate data-driven insights and strategic recommendations; and Utilizing Microsoft Excel to analyze data and ...
Utilizing Microsoft PowerPoint and Power BI to develop presentation materials that communicate data-driven insights and strategic recommendations; and Utilizing Microsoft Excel to analyze data and ...
Wayzata, MN · On-site
$160K/yr
Utilizing Microsoft PowerPoint and Power BI to develop presentation materials that communicate data-driven insights and strategic recommendations; and Utilizing Microsoft Excel to analyze data and ...
Wayzata, MN · On-site
$160K/yr
Utilizing Microsoft PowerPoint and Power BI to develop presentation materials that communicate data-driven insights and strategic recommendations; and Utilizing Microsoft Excel to analyze data and ...
Wayzata, MN · On-site
$160K/yr
... strategic recommendations; and • Utilizing Microsoft Excel to analyze data and build financial or other quantitative models. Equal Opportunity Employer, including Disability/Vet.
Wayzata, MN · On-site
$160K/yr
... strategic recommendations; and • Utilizing Microsoft Excel to analyze data and build financial or other quantitative models. Equal Opportunity Employer, including Disability/Vet.
Minneapolis, MN · On-site
$48K - $85K/yr
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory ...
Minneapolis, MN · On-site
$48K - $85K/yr
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory ...
Minneapolis, MN · On-site +1
Partner with the Associate Creative Director to translate strategic insight into creative direction - ensuring campaigns are rooted in audience understanding and channel intelligence * Lead brand and ...
Minneapolis, MN · On-site +1
Partner with the Associate Creative Director to translate strategic insight into creative direction - ensuring campaigns are rooted in audience understanding and channel intelligence * Lead brand and ...
Minneapolis, MN · On-site +1
Partner with the Associate Creative Director to translate strategic insight into creative direction -- ensuring campaigns are rooted in audience understanding and channel intelligence * Lead brand ...
Quick apply
Minneapolis, MN · On-site +1
Partner with the Associate Creative Director to translate strategic insight into creative direction -- ensuring campaigns are rooted in audience understanding and channel intelligence * Lead brand ...
Minneapolis, MN · On-site
Partner with the Associate Creative Director to translate strategic insight into creative direction - ensuring campaigns are rooted in audience understanding and channel intelligence * Lead brand and ...
Minneapolis, MN · On-site
Partner with the Associate Creative Director to translate strategic insight into creative direction - ensuring campaigns are rooted in audience understanding and channel intelligence * Lead brand and ...
Minneapolis, MN · On-site
Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role within Lantern's Emerging Products Team. The role will support daily operations, drive operational ...
Minneapolis, MN · On-site
Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role within Lantern's Emerging Products Team. The role will support daily operations, drive operational ...
Plymouth, MN · Remote
Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role within Lantern's Emerging Products Team. The role will support daily operations, drive operational ...
Plymouth, MN · Remote
Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role within Lantern's Emerging Products Team. The role will support daily operations, drive operational ...
Plymouth, MN · On-site
Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role within Lantern's Emerging Products Team. The role will support daily operations, drive operational ...
Plymouth, MN · On-site
Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role within Lantern's Emerging Products Team. The role will support daily operations, drive operational ...
$31.8K - $42.1K
10% of jobs
$42.1K - $52.4K
1% of jobs
$52.4K - $62.7K
5% of jobs
$67.1K is the 25th percentile. Wages below this are outliers.
$62.7K - $73K
20% of jobs
The median wage is $79.7K / yr.
$73K - $83.3K
20% of jobs
$83.3K - $93.5K
5% of jobs
$93.5K - $103.8K
5% of jobs
$103.8K - $114.1K
6% of jobs
$115.4K is the 75th percentile. Wages above this are outliers.
$114.1K - $124.4K
6% of jobs
$124.4K - $134.7K
9% of jobs
$134.7K - $145K
11% of jobs
$31.8K
$91.8K
$145K
| Aspect | Strategy Associate | Business Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, often MBA or related field | Bachelor's degree, sometimes advanced certifications |
| Work Environment | Consulting firms, corporate strategy teams | Corporate, consulting, or finance sectors |
| Employer & Industry Usage | Management consulting, corporate strategy departments | Business operations, finance, consulting |
| Common Search & Comparison | Yes | Yes |
The Strategy Associate and Business Analyst roles share similarities in required education and work environments, often overlapping in consulting and corporate sectors. However, Strategy Associates typically focus on high-level strategic planning and recommendations, while Business Analysts tend to analyze data and support operational decisions. Both roles are essential in strategic and business development contexts, but their core responsibilities and focus areas differ slightly.
Strategy associates analyze data to help develop and execute a project for a company. These projects may include product launches, marketing campaigns, or financial analysis. As a strategy associate, your responsibilities are to prioritize tasks, streamline processes, and identify and resolve problems within the project. You may also be responsible for providing reports or presentations on your analysis and findings to company stakeholders.

Other
Posted 8 days ago
8.8
Based on 42 frontline employees who took The Breakroom Quiz
15th of 144 rated banks
Are you skilled at developing wealth management strategies. Does financial data excite you?
We're looking for a Wealth Strategy Associate to:
assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals
provide support for client relationship building and business development activities
analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
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We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.
Securities, commodity contracts, and financial investments
10,000+ Employees
Zürich, ZH, CH