Identify and prioritize the addition of enhanced investment capabilities to improve client outcomes and accelerate growth.
Create executable business plans to deliver these capabilities.
Ensure strong connectivity and alignment with strategic priorities across GWIM, ISG, and client channels including Consumer Investments, MLWM and Private Bank where appropriate.
Evaluate marketplace innovation, trends, changes, and potential implications to business (risk, opportunities, andconsiderations).
Partner with MAA/ISG leaders to define technology enhancements responsive to client needs, business opportunities and within our operational risk framework.
Partner across GWIM to identify opportunities to further streamline and scale the business to deliver overall operational excellence.
Operating Discipline
Identify / implement opportunities to improve operating model.
Work collaboratively across the MAA team and broader ISG, GWIM and Enterprise teams.
Ensure a robust risk management framework & culture.
Along with the rest of the MAA Leadership team, help to foster an inclusive culture and ensure MAA employee engagement is robust, active, and relevant.
Role Requirements
15+ years of financial industry experience
Demonstrated leadership proficiency in risk mitigation, operating results, and product/platform management.
Strategic, logical, and creative thinker with an ability to translate strategy into clear objectives and translate pragmatic tactics that drives results.
Ability to lead through collaboration and proficiency to develop frameworks to drive consistent execution and transparency across the broader teams.
Experience/knowledge of wealth management organization and business
Strong analytical skills and financial acumen with ability to identify trends, understand cause and effect.
Demonstrated industry knowledge. (i.e., clients, competitors, products, etc.)
Well-developed business judgment and experience.
Series 65, or 66 preferred, but can be obtained within 120 days of hire