Junior Advisor / Analyst (w/m/d) Advisory Desk Wealth Management

About Jellyfish Jellyfish is a full service global digital agency, combining strategy, creative, data and media buying and planning expertise with technology under one integrated roof. With almost 2,000 Jellies across 38 offices worldwide, we are the unconventional global marketing partner of the future. We understand both brand and activation. We ensure our clients reach, influence and connect with the right audiences and fans based on data that reveals the insights to deliver exceptional creative solutions across any platform. In short, we create and deliver culturally relevant creativity that cuts through the clutter and sets hearts (and feeds) on fire. As part of the Brandtech Group we’re at the forefront of the deployment of GenAI tools across every aspect of what we do and in PencilPro we have the world’s No 1 generative AI platform, revolutionizing the process of creative production, distribution and performance prediction. Job Description As an Account Director at Jellyfish, you will be responsible for driving client success, ensuring profitability, and fostering a high-performance team culture. You will serve as a strategic advisor to clients, aligning Jellyfish’s solutions with their business objectives while proactively identifying opportunities for growth and innovation. Additionally, you will mentor and support the client operations team while also identifying opportunities and challenges with the VP or Client Partner ensuring operational excellence and cross-functional collaboration. This position is based out of our NYC office 2 days per week. The salary range for this role is between $135,000-165,000 USD and is dependent on experience. Responsibilities: * Ensure best-in-class delivery to clients: be obsessed with their business, demand excellence and ensure work is accurate, bespoke to client and impactful to clients * A comprehensive understanding of the service your client is using: robust media knowledge, a thorough understanding of the production/creative process etc. * Budget management: oversee billing sheets, media budgets, and accruals. * Drive cross-team collaboration to deliver integrated, client-centric solutions * Lead all cross functional responses, define outline/outputs from capability teams and responsible to review prior to ensure high client satisfaction * Lead QBRs with the cross functional teams and support the execution of client growth plans * Implement foundational best practices such as conference reports, timeline management w/PM/IP, roles & responsibilities to deliver client responses, proper internal check-ins, etc * Optimize team resources to enhance client (and internal) team satisfaction and profitability: identify process improvements, flag issues to VP/Client Partner and Capability teams and work to resolve * Drive client growth by achieving set targets and identifying expansion opportunities * Stay ahead of industry trends and contribute to marketing and innovation efforts * Mentor and support client operations to foster a high-performing team * Implement best-in-class Client Management practices and financial reporting such as client forecasts, invoicing, budget reconciliation * Strengthen client relationships through engagement in events, webinars, Thought Leadership and case studies * Provide strategic guidance and develop high-quality briefs aligned with client objectives * Anticipate client needs, proactively address problems: offer innovative solutions, and drive strong NPS scores and retention * Identify and implement operational improvements * Delegate effectively to build confidence and capabilities * Foster a culture of excellence, collaboration, and continuous improvement * Support onboarding and development of new hires with structured training plans Skills and Competencies: * Paid Media Expertise: Experience in leading paid media accounts while also collaborating with capability teams to align paid media strategy with creative, content, and earned media for client outcomes. * Good Commercial knowledge: Ability to build teams and scopes fit for client purpose, and know how to optimize to improve profitability and outputs * New Business Experience: Experience in participating in new business. Have a POV on pitch narrative, support / partner with Growth team on end-end process * Effective Communication and Presentation: Consistently delivers clear, persuasive, and actionable recommendations to internal teams and clients * Technical Expertise, plus breadth of knowledge: Client Management Directors should be technically excellent in paid media with a comprehension of the breath of JF offerings to be able to identify potential growth opportunities * Strategic Use of Data and Tools: Regularly uses platforms like Google Analytics to analyse performance data, generate insights, and guide decision-making that optimizes client outcomes and maximizes ROI * Strategic Thinking: Ability to anticipate client needs, proactively identify opportunities, and drive results * Proactive Problem-Solving: Tackles challenges with a calm, solutions-oriented mindset, resolving conflicts and identifying opportunities to strengthen processes, improve outcomes, and enhance client relationships * Collaboration and Team Leadership: Actively contribute to a collaborative, high-performing work environment by leading cross-functional teams effectively, fostering open communication, and ensuring the timely delivery of complex projects. * Commitment to Excellence: Demonstrates exceptional attention to detail by producing high-quality work that consistently meets or exceeds expectations, setting a standard of excellence for the team, and ensuring positive client satisfaction scores * Business Acumen: Ability to align Jellyfish’s solutions with client business objectives and drive account growth * CRM & Data Management: Experience managing client data in Salesforce or similar systems, ensuring accuracy and integrity * Leadership & Mentorship: Proven ability to guide and support junior team members, fostering professional growth and development Behaviors: * Client-Centric Mindset: Anticipates client needs and proactively provides solutions or recommendations * Ownership and Accountability: Owns mistakes, identifies lessons learned, and implements improvements to avoid repeating errors * Problem-Solving: Identifies potential obstacles early; develops actionable solutions to mitigate risks * Commitment to Growth and Learning: Proactively seeks feedback from colleagues, and clients to identify areas for improvement Additional Information Join Jellyfish and experience a workplace where we prioritize your growth, celebrate your contributions, and empower you to tailor your work environment to suit your needs 🏥 Healthcare plans: Have peace of mind with our healthcare, vision and dental insurance, plus short and long-term disability and life cover. 💫 Custom Work Environment: Work remotely for up to 60% of your days and shape your day between 8am. and 6:30pm with flexible working hours. 👪 Family Support: Enjoy 14 weeks of paid leave for primary caregivers and 4 weeks of paid leave for secondary caregivers. All your information will be kept confidential according to EEO guidelines. Unfortunately, there has been an increase in fake recruiters impersonating Jellyfish and unlawfully using our brand name. If you are unsure if an email with a job offer you have received is genuinely from Jellyfish, or if you suspect any fraudulent activity, please report it to talentacquisition@jellyfish.com.

ABOUT THE JOB You are the strategic translator between the complex business worlds of our clients and the technological capabilities of our software "Miles". As a Senior Business Analyst, you dive deep into the operational realities of global automotive and leasing companies to uncover their true needs. You don't just document requirements; you challenge the status quo and design efficient, future-proof business processes. In this pivotal role at a hidden champion of mobility tech, you act as a trusted advisor to our clients and a mentor to your team, ensuring that our solutions deliver real commercial value. YOUR RESPONSIBILITIES WILL INCLUDE:  * You lead high-level workshops with client stakeholders to dissect their business processes and identify opportunities for optimization * You translate complex business requirements into clear, detailed functional specifications for our development and implementation teams * You perform gap analyses to determine the best way to map client needs onto our standard software solution * You advise clients on industry best practices and guide them towards standard-compliant, efficient workflows * You act as a mentor for junior analysts, sharing your domain knowledge and helping them grow in their roles * You collaborate closely with product management to ensure that market trends and client feedback flow back into the development of Miles YOUR SKILLS AND INTERESTS:  * You have gained extensive experience in business analysis, process consulting, or a similar role within the IT or finance sector * You possess deep domain knowledge in automotive finance, leasing, fleet management, or banking * You enjoy digging into complex logical problems and have a talent for structuring unstructured information * You are a strong communicator who can speak the language of both business executives and software developers * You have experience in modeling business processes (e.g., BPMN) and writing precise functional designs * You are fluent in English and appreciate working in a dynamic, international environment WHAT WE OFFER: We would like to welcome you to an international and multicultural company that has been operating for over 30 years and is doubling in size every 5 years. Growth is our middle name, while we strongly adhere to our horizontal and open company culture. You're in the driver's seat of your own career, that's our motto. Your personal development is therefore paramount. During an extensive onboarding program of six months, we make you, with the support of your job coach, familiar with our product and the organization. Even after this period, you will continue to get opportunities to learn and develop yourself further. You’re never alone. In return for your efforts, we offer a competitive salary package. We have flexible office hours and opportunities to work from home (2 days/week) and provide the necessary flexibility to maintain a good work-life balance At Sofico we are strong believers in the power of a good cup of coffee. Water or soft drinks are of course also on the menu. We love our team events. Think after-work drinks, a BBQ, a family day, a company weekend, or a walking dinner with the whole company.