CX Team – Events Support Analytics - Client Segments, Analyst, Wealth Management

Why We're Hiring (Purpose of the Role) The E*TRADE Client Experience team is seeking an Analyst to provide dedicated operational support for CX led events and initiatives. This role ensures strong financial discipline, accurate tracking, and reliable reporting across CX event activity by supporting budget management, expense reporting, and Salesforce event tracking. The Analyst enables CX leaders to execute events efficiently, meet governance requirements, and maintain transparency into spending and outcomes. Role Overview This role partners closely with CX Team to manage the operational components of CX events. The Analyst owns day to day tracking of event spend, expenses, and system records, ensuring data accuracy, timely reporting, and adherence to firm policies.…