Job Responsibilities
- Drive the translation of the client and advisor experience strategy into tangible solutions
- Define detailed processes, organizational structure, operating models and relevant roles and responsibilities
- Support and manage end-to-end implementation of strategic initiatives
- Guide and influence key stakeholders towards strategic decision-making
- Organize related in-flight programs that cross-impact are dependent on your assigned work stream, project, or program
- Identify challenges, gaps, and opportunities for improvement (and report findings in a simple, compelling way)
Required qualifications, capabilities, and skills:
- 3+ years of experience in a financial services project management role
- Bachelor’s degree
- Create and deliver compelling presentations for senior leadership showcasing advanced PowerPoint and Excel skills
- Strong storytelling and presentation skills (written and verbal)
- Strength in project management, problem resolution, effective communication, product knowledge, and marketing
- Flexibility and the ability to quickly adapt within a dynamic environment
- Analyze and prioritize alternative solutions to drive results
- Team orientation, high energy level, positive thinker
Preferred qualifications, capabilities, and skills:
- Project management experience preferably in wealth management and financial planning
- Experience in strategic consulting or process improvement
- Demonstrated experience leading large, complex projects (planning, designing, documenting, communicating)
- Familiarity with end-to-end bank infrastructure (Advisors, client service, product, technology, operations, training, and controls)