2 strategy analyst jobs at 2 companies in Estero, FL
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Senior Wealth Strategy Analyst
Tampa or Sarasota or Orlando or West Palm Beach or Naples
OnsiteFull Time
5+ YOEBachelor's degree and 5+ years in wealth planning, financial analysis, or related financial services. Requires financial planning knowledge, modeling, Microsoft Office proficiency, and strong analytical and communication skills.
eMoney, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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Lead Knowledge Enablement Analyst
Austin or Charlotte or Naples or Milwaukee
OnsiteFull Time
6+ YOESix years of relevant experience and a bachelor's degree required; knowledge management, governance, information architecture, content strategy, repositories, Microsoft 365, AI-enabled knowledge solutions, and cross-functional leadership experience preferred.
Microsoft SharePoint, ServiceNow, Microsoft 365, Copilot, ChatGPT