Wealth Data Analyst: Excel, Salesforce & Incentive
Insight Global
Insight Global in Chicago is seeking a detail-oriented analytics professional to support the Wealth division during the transition from a legacy system to Salesforce, validating approximately 500–600 transactions per month and confirming client information, funds, deal-team attribution, and incentive credit. You will perform Excel-heavy calculations, reconciliations, lookups, PivotTables, and transaction-level verifications; compare data across legacy, Salesforce, and incentive processes; #J-18808-Ljbffr
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Data Analyst: Excel, Salesforce & Incentive in Chicago, IL vacancy
- ...Title Expert-level Excel skills, including complex... .../XLOOKUP, INDEX/MATCH, data validation, and... ...transaction-level analysis Incentive compensation or variable... ..., and incentive credit Salesforce experience, particularly... ...experience, ideally within Wealth Management, Trust, or...ExcelSalesforceImmediate start
Insight Global
Chicago, IL4 days ago $100k - $125k
..., we are reimagining the way wealth is experienced. Our purpose is... ..., ethics, and integrity ~ Excellent communication skills, both written... ...~ Proficient in the use of Salesforce, Microsoft Office programs... ...package including an annual incentive and a benefits package to all...ExcelSalesforceFull timeTemporary workWork at officeLocal areaCresset
Chicago, IL1 day ago$25 - $45 per hour
Merrill Wealth Management is a leading provider of comprehensive... ...objectives, operational excellence goals, and client advocacy within... ..., Excel, PowerPoint, and Salesforce Demonstrates professional verbal... ...skill set. Discretionary incentive eligible This role is eligible...ExcelSalesforceHourly paySeasonal workWork at officeWork from homeShift workDay shift- ...seeking a Client Service Associate in Chicago to join its wealth management team. The role focuses on delivering... ...movements, open accounts, and support advisors. Proficiency with Salesforce, Fidelity Wealthscape, and Excel is highly preferred. #J-18808-Ljbffr Beacon HillExcelSalesforce
$100k - $125k
..., we are reimagining the way wealth is experienced. Our purpose is... ...ethics, and integrity \n ~ Excellent communication skills, both... ...~ Proficient in the use of Salesforce, Microsoft Office programs including... ...package including an annual incentive and a benefits package to all...ExcelSalesforceFull timeTemporary workWork at officeLocal areaCresset
Chicago, IL7 days ago$75k - $100k
...and learn new ones “I can succeed as a Wealth Management Consultant at Capital Group.”... ...and business results with key firms. You excel at delivering motivational and informative... ...to participate in a discretionary annual incentive program is subject to the rules governing...ExcelSalesforceFull timeTemporary workLocal areaFlexible hoursCapital Group
Chicago, IL2 days ago$65k - $80.2k
...skills and discover what you excel at—all from Day One. Job Description... ...clients and employees. At Wealth Management from U.S. Bank, we... ...including MoneyGuidePro, Salesforce, Seismic, and more to help... ...minimum plus eligibility for incentives based on employee’s production...ExcelSalesforceTemporary workWork experience placementBank staffLocal areaFlexible hours- ...sales organization. With a commitment to excellence and a deep understanding of the art and... ...as a Sales Strategy and Operations Data Analyst in support of the AMER Velocity (Commercial... ...unique business problems.Experience in Salesforce (or other CRM). Intermediate to...ExcelSalesforceWork experience placement
Stripe
Chicago, IL3 days ago - ...platform serves institutions and wealth managers who expect more than... ...reputation for innovation, excellence, teamwork and camaraderie.... ...Champion consistent adoption of Salesforce as a key tool for measuring... ...week: source and analyze the data, build the chart to the firm...ExcelSalesforce
V-Square Quantitative Management
Chicago, IL2 days ago - ...Senior Analyst – Sales Reporting & Incentive Compensation Global Banking &... ...processes within a Wealth Management organization... ...focus on financial data analysis, reconciliation... ...processes to a new Salesforce and Varicent... ...advanced Microsoft Excel skills, strong analytical...ExcelSalesforceFull timeContract workRemote work
Swoon
Chicago, IL13 hours ago $55k
...Relationship Management Analyst, US Wealth Location: Chicago, Illinois... ...Advisor Workstation and Salesforce.com a plus Ability to work... ...This position is eligible for incentive compensation [in the form of... ...in which we are empowered to excel together every day. This...ExcelSalesforceFull timeWork at officeLocal areaWork from homeFlexible hours$172.5k - $260.1k
...through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.... ...& Why It MattersThe Staff Product Data Analyst role is part of the Data & Insights team... ...experience. Certain roles may be eligible for incentive compensation, equity, and benefits....SalesforceFull timeSalesforce
Chicago, IL4 days ago$65k - $80.2k
...skills and discover what you excel at—all from Day One. Job Description... ...clients and employees. At Wealth Management from U.S. Bank, we... ...including MoneyGuidePro, Salesforce, Seismic, and more to help... ...minimum plus eligibility for incentives based on employee’s production...ExcelSalesforceFull timeTemporary workWork experience placementBank staffLocal areaFlexible hoursUS Bank
Oak Lawn, IL1 day ago$20.51 - $36.09 per hour
...Description The Clinical Reporting Analyst is responsible for generating... ...reports, dashboards, and data analyses that support clinical... ...multiple systems, including Salesforce, Banner, the Experiential Learning... ..., and advanced Microsoft Excel expertise, including complex lookup...ExcelSalesforceFull timeWorldwideFlexible hoursChamberlain University
La Grange, IL2 days ago$50 per hour
...skills and discover what you excel at—all from Day One.Job DescriptionHealthcare... ...CardsPersonal Wealth and Advisory partnersMaintain... ...with MS Office, Salesforce, and nCinoAgile, innovative problem... ...benefits package, including incentive and recognition programs, equity...ExcelSalesforceFull timeLocal areaShift work3 days per weekUS Bank
Chicago, IL4 days ago- ...partners, including CIBC Private Wealth Management and CIBC... ...for client engagement - Ensure Salesforce activity is up to date, tracking... ...solutions. Relationship-driven: You excel at building and maintaining... ...a competitive salary, incentive pay, banking benefits, a benefits...ExcelSalesforceLocal areaRemote work
$148.2k - $222.4k
...leaders. We deliver cloud, data and customer experience... ...:Position OverviewThe Salesforce Enterprise Technical... ...service industry (retail, wealth management, and... ...artifacts using MS Word, Excel, PowerPoint, Visio and... ...may be available through incentive programs like annual bonuses...ExcelSalesforcePermanent employmentFull timeTemporary workLocal areaRemote workTEKsystems
Chicago, IL4 days ago$80k - $107.8k
...Sr Data Analyst - Product ConfigurationWe are hiring a Senior Data Analyst to join our team!... ...presentation skills.Advanced computer skills (Excel, PowerPoint, Word).Manage multiple... ...individual performance, or a role-based sales incentive plan.At Fortune Brands, we support the...ExcelFlexible hoursFortune Brands
Chicago, IL4 days ago$75k - $94k
...critical in ensuring our sales incentive programs are executed... ...calculations by providing clean data inputs and managing the process... ...relevant systems, including Salesforce and any dedicated compensation... ...function.Advanced proficiency with Excel is required. Experience with...ExcelSalesforceWork experience placementRemote workFlexible hoursSinch
Chicago, IL1 day ago$130k - $140k
...and help them find a wealth management solution for... ..., Chartered Financial Analyst (CFA) or Chartered Investment... ...using CRM systems (Salesforce preferred) and... ...with proficiency in MS Excel, Word, Outlook and PowerPoint... ...also eligible to earn incentive compensation through...ExcelSalesforceTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$20.2 - $24.04 per hour
Wintrust Wealth Management serves the financial needs of private... ...Competitive pay and discretionary or incentive bonus eligible Comprehensive... ...flow activity for team in Salesforce system. Cultivate a service... ...knowledge of Microsoft Word, Excel, and Outlook; knowledge of...ExcelSalesforceHourly payTemporary workWork at officeFlexible hours$130.1k - $234.6k
...Employees enjoy multiple wealth-building opportunities... ...by interpreting data to identify trends and... ...using CRM systems such as Salesforce to manage customer interactions... ...products, especially Excel, for data analysis and... ...0, inclusive of target incentives Base Pay Range Base Pay...ExcelSalesforceFull timeTemporary workPart timeWork experience placementWork at officeLocal areaFlexible hours- ...Desktop in the JPMorganChase Wealth Management Service Desktop team... ..., using feedback, product data, and industry insights to recommend... ...Desktop capabilities, Salesforce, and integrated platformsPartner... ...pay and/or discretionary incentive compensation, paid in the form...Salesforce
Chase
Chicago, IL2 days ago $80k - $90k
...Financial Advisor Merrill Wealth Management is a leading... ...client profile data, following standard KYC... ...and opportunities within Salesforce accurately Required... ...Microsoft Word, PowerPoint, Excel Desired... ...and skill set. Formulaic incentive eligible. This role is...ExcelSalesforceInterim roleWork at officeLocal areaImmediate startShift workDay shift- ...license. CFP is strongly preferred. Proficient in MS365, Salesforce CRM, MS Excel, Word, Outlook, and PowerPoint; experience with related... ...planning. Ability to provide high-touch, comprehensive wealth management services. Experience in public speaking and writing...ExcelSalesforceFull time
Investment Company (Confidential)
Chicago, IL2 days ago $100.4k - $197.9k
...future.PreferredDemonstrated experience with Salesforce CRM reporting, analytics, and dashboards... ...AI safety.Proficient in PowerPoint and excel.Proficient in working with Claude and... ...participate in a discretionary annual incentive program, subject to the rules governing...ExcelSalesforceLocal areaDeloitte
Chicago, IL1 day ago$84k - $135.2k
...with a relentless pursuit of excellence. People who care about... ...machines. Proficiency with Salesforce.com or other CRM is preferred... ...paths. Learn: Have access to a wealth of learning resources, including... ...is eligible for a sales incentive plan or commission. Therefore...ExcelSalesforceFull timeH1bLocal areaRemote workNight shift- ...Merrill Wealth Management is a leading provider of comprehensive wealth management... ...enterprise strategic objectives, operational excellence goals, and client advocacy within the FA... ...Microsoft Word, Excel, PowerPoint, and Salesforce Demonstrates professional verbal and...ExcelSalesforceSeasonal workWork at officeWork from homeShift workDay shift
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management... ...enterprise strategic objectives, operational excellence goals, and client advocacy within the FA... ...Microsoft Word, Excel, PowerPoint, and Salesforce Demonstrates professional verbal and...ExcelSalesforceSeasonal workWork at officeWork from homeShift workDay shift
$90k - $150k
...Within CRS, the Alternative Data Product Management team develops... ...proficiency in Microsoft Excel and PowerPoint for data analysis... ...initiatives.Familiarity with Salesforce or similar CRM platforms used... ...also eligible for long-term incentives and other payments based on applicable...ExcelSalesforceFull timeTemporary workWork experience placementWork at officeFlexible hours2 days per weekTransUnion
Chicago, IL2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Data Analyst: Excel, Salesforce & Incentive. Be the first to apply!
Related searches
- data entry analyst Chicago, IL
- data visualization analyst Chicago, IL
- financial data analyst Chicago, IL
- data analyst - r python sql Chicago, IL
- sql data analyst Chicago, IL
- temporary data analyst Chicago, IL
- data analyst Chicago, IL
- data analyst tableau Chicago, IL
- remote data analyst Chicago, IL
- data protection analyst Chicago, IL