As an Associate within the Business Transformation Team you will work as part of a team on programs that impact our clients’ experiences and perceptions of the firm, you will be responsible for end-to-end delivery across the project life cycle and accountable to senior management for comprehensive program updates
Job responsibilities
- Define and analyze problem statements and translate into tangible solutions
- Develop detailed operating model for business changes
- Leverage understanding of client and advisor wealth management processes (front and back office), such as client relationship management, account opening, consolidated client reporting, enhanced performance and risk reporting
- Own end-to-end implementation projects including assessment, planning, project management, execution and evaluation
- Analyze and prioritize alternative solutions
- Influence a cross functional, diverse environment to change status quo
- Create and deliver compelling presentations for senior leadership
Required qualifications, capabilities, and skills
- Minimum of 2 years of experience in project management
- Contribute to the development of detailed operating models for business changes
- Demonstrate understanding of client and advisor wealth management processes (front and back office)
- Work autonomously and demonstrate self‐motivation
- Create and deliver compelling presentations for senior leadership
- Forge relationships and build a network throughout the firm
- Maintain a positive attitude and act as team player while delivering on high priority, time sensitive initiatives
- Demonstrate personal initiative, ownership, and accountability
- Bachelor’s degree
- Demonstrated ability to be an integral team member on large-scale, complex programs (planning, designing, documenting, communicating)
- Strong slide deck and analytical skills (Microsoft Office including Excel, PowerPoint, Word, and Visio)
Preferred qualifications, capabilities, and skills
- Experience in strategic consulting, management consulting, process improvement is a plus