Seeking a sharp, intellectually curious Wealth Solutions Analyst, this full-time remote position will analyze client segmentation and operational data, build financial models, and present actionable insights to senior leadership to enhance decision-making and drive business growth. Key responsibilities Analyze client segmentation and revenue data to identify trends and inform growth strategies Build and maintain models tracking operational metrics and support workforce planning Develop and present structured analyses and recommendations to senior leadership Required qualifications Bachelor's degree in finance, economics, business, mathematics, or a related analytical field 2-4 years of experience in a rigorous analytical environment such as private equity or investment banking Strong financial and analytical modeling skills, with experience in synthesizing complex data Proficiency in Excel and PowerPoint; familiarity with SQL or data visualization tools is a plus Intellectual curiosity and a genuine interest in wealth management operations