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Wealth Management Project & Data Analyst
Jackson, MS
Type: Regular Full-Time
Job ID: 2023-16525

The purpose of this job is to manage various projects that support the objectives of Wealth Management Division and provide data analytics for all levels of management to better manage the Division as well as support the Wealth Management Strategic Initiatives & Administrative Manager.

  • Serve as a project manager and in other supporting project roles for ongoing strategic projects within Wealth Management. These roles could include a review of processes, procedures, and technological capabilities in an effort to streamline and minimize human errors together with coordinating and implementing the necessary changes and processes for new regulatory requirements.
  • Support Administrative Responsibilities of the division including, but not limited to business performance reporting and analytics.
  • Use data management to design, develop, and deploy predictive solutions using appropriate statistical, data mining, or machine learning techniques. Build enhanced processes which contribute to line of business efficiency.ย 
  • Liaise with Enterprise Information Systems and IT departments as needed to ensure cohesive, repeatable reporting is achieved.
  • Perform additional duties as assigned.
  • Bachelorโ€™s Degree in a business-related or computer science related field
  • Minimum three yearsโ€™ experience creating reports and data visualization solutions to business challenges
  • Minimum one year of project management experience
  • Must be able to demonstrate an advanced level of financial technological knowledge and/or experience in data analysis
  • Excellent time management skills with a detail-oriented diligence given toward tasks
  • Excellent verbal and written communication skills
  • Ability to communicate intelligently with internal and external stakeholders at various levels
  • Must exhibit strong internal leadership and is accountable for effective internal communication and direction amongst the Wealth Management Division associates
  • Experience with SEI Wealth Platform or other trust accounting/investment management platform
  • Project Management certification
  • Strong business background and project management expertise
Working with Us

Teamwork and the individual contributions of our associates are recognized as the drivers of our success.ย  At Trustmark, we are committed to preserving and advancing a diverse and inclusive workplace, where each associate, customer and shareholder is respected, valued and encouraged to share in our commitment.ย  We make significant investments in our associates so that they may enhance their personal and professional skills, because we want each associate to grow, flourish and fulfill their career aspirations.ย  Come onboard and join our team!


Equal Opportunities for All

Trustmark exemplifies the strength and possibilities that come with a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, marital status, genetic information, pregnancy, national origin, protected veteran, disability status, or any other characteristic protected under applicable law. Trustmark is committed to providing access, equal opportunity and reasonable accomodation for individuals with disabilities in employment.


If you need accomodation for any part of the application process because of a medical condition or disability, please send an email to or call 866.213.1418.


Our Hiring Process

Upon accepting a position with Trustmark, the following pre-employment screenings must be completed:

  • Verification of employment, education and other data provided by you on your employment application
  • Verification of eligibility to work in the US
  • Criminal background check
  • Credit check (required for certain positions)
  • Fingerprinting (required for certain positions)
  • Drug screen

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