
Wealth Planning Analyst
MarinerSupport wealth advisors with client service, financial planning, and investment research. Build the skills needed to pursue a licensed advisor career.


Support wealth advisors with client service, financial planning, and investment research. Build the skills needed to pursue a licensed advisor career.

Develop predictive and decision models for FICO’s financial services clients worldwide. Analyze large credit datasets and deliver scoring solutions using statistical methods and machine learning.

Present Vanguard’s digital platforms to plan participants and sponsors, and support sales, relationship management, business development, and client retention. Work with internal teams to match digital solutions to client goals and resolve complex inquiries.

Lead complex, cross-divisional initiatives at HCSC, aligning business analysis with divisional strategies. Coordinate teams, resources, budgets, timelines, and senior stakeholders throughout transformational programs.

Monitor the quality of regulated financial advice at Standard Life, a retirement savings and income specialist. Assess customer outcomes, customer experience, conduct risk and compliance.

Help manufacturing clients improve performance through master scheduling, inventory optimization, and operational improvement initiatives. Advise clients and lead transformation projects within Crowe’s advisory practice.

Advise financial institutions on FIS Systematics banking technology and transformation initiatives. Lead strategic consulting engagements and complex projects, shaping scalable recommendations with clients and stakeholders.

Advise EY leaders on workforce planning, talent management and organizational change. Partner with global teams to use analytics and deliver strategic people solutions.

Lead Saegus’s Smart Workplace business unit, overseeing its strategy, profit and loss, enterprise accounts, and workplace transformation programs.

Lead pricing, negotiations, and Surgery portfolio contracts for Johnson & Johnson health systems. Shape account strategy, ensure compliance, and support profitable performance across seven U.S. states.