Job responsibilities:
- Collaborate with partners across the team to ensure coordination on key marketing initiatives.
- Partner with various business groups across AWM (Marketing, Client, Investment, Finance, Ops, Tech, Controls, Events, HR, and Strategy Teams) to execute key priorities.
- Maintain business management materials, including organization charts.
- Communicate priorities, processes, and initiatives in a simple and compelling way.
- Track progress and maintain dashboards against the team’s priorities and initiatives.
- Assist with agenda development and implementation of global team meetings.
- Organize, plan, and participate in meetings, managing follow-up items.
- Manage the budget, coordinating between Finance and various team members.
- Create and manage presentations
- Attend applicable meetings to maintain broader connectivity and awareness.
Required qualifications, capabilities, and skills:
- 5+ years of experience with exposure/involvement in one or more of the various Asset and Wealth Management businesses.
- Ability to deliver messages clearly and succinctly to all levels of management.
- Demonstrated ability to multi-task and re-prioritize quickly.
- Ability to build relationships and influence across a large, matrixed organization.
- Strong project management and editorial skills – able to manage multiple priorities, communicate progress, and effectively track deliverables to completion.
- Demonstrated ability to work both independently and as part of a collaborative team.
- BA or BS degree.
- Expertise in PowerPoint: creating slides and editing presentations.
Preferred qualifications, capabilities, and skills: