Job Description:
This job is responsible for supporting the development and execution of strategic initiatives and/or processes aligned to priorities within a functional area and/or business. Key responsibilities include defining, developing, executing, monitoring, and/or refining strategic initiatives and processes in close collaboration with key stakeholders and internal partners.
Responsibilities:
More specifically, this role is responsible for the following:
- Driving Technology Initiatives: Drive technology initiatives forward, including ability to define requirements through working with business partners, and communicate those requirements to Technology. Manage complex technology projects across a number of stakeholders, including LOB, Technology, and control partners
- : Develop executive reporting and create metrics that provide insight into business performance and market trends. Manage the data and information across the multiple business lines to create to create the right level of messaging for multiple audiences. Manage team wide analysis initiatives for Employee Engagement and D&I related matters
- Framing Strategic Priorities & Driving Execution: Develop strategic decks and adhoc analyses for senior executives that articulate the Capital Markets priorities and path towards implementation. Manage projects and execute on key deliverables that require working with various stakeholders and partners
- Enhance Capital Markets Analytical Platform: Partner with existing Platform and Product team to build out analytics tools and continue modernizing the platform through leveraging and improving our data infrastructure. Enhance the development of core business metrics through enterprise tools and processes to achieve necessary scale.
- Builds and/or executes business initiatives and/or processes, while partnering with stakeholders and partners. Engages with key stakeholders, partners, and business leadership to deliver on business objectives.
- Solves complex problems and delivers on business initiatives and processes by applying subject matter expertise and technical knowledge of the business.
- Performs analytics, assessments, and/or interpretation of data and/or information to identify business opportunities, derive insights, and measure outcomes. Develops strategic and tactical plans to drive progress towards business goals and objectives.
Skills:
- 8 years+ of business experience within financial services, and/or strategy consulting, ideally with experience in technology
- General knowledge and interest in Capital Markets and/or wealth management
- Ability to drive and manage technology projects, ideally with some background / experience in Agile
- Superior ability to build effective PowerPoint slides with visualizations to explain complex topics to a range of different audiences
- Strong verbal communication skills and desire to partner with multiple stakeholders
- Ability to identify trends and make connections among multiple data sets
- Expertise in developing analytics and working with data sets to draw out conclusions and business insights
- Resourcefulness and ability to adapt to situations with unknowns, but still be able to drive progress
- Strong project management skills and ability to lead and organize long-term, complex initiatives across a number of stakeholders
- Ideally, the candidate will have exceptional PowerPoint skills, as well as strong working knowledge of data / analytics tools such as SQL, R or Python.
- Series 7 & 63 preferred
- Business Acumen, Critical Thinking, Customer and Client Focus
- Result Orientation, Analytical Thinking, Collaboration
- Oral Communications, Stakeholder Management, Adaptability
Bachelors Degree or equivalent experience
1st shift (United States of America)