Job responsibilities
- Define and analyze business problems/objectives and translate into tangible solutions
- Assess current state, develop detailed target state operating models and implementation roadmaps to support cross-functional change
- Leverage understanding of client and advisor wealth management processes (front, middle, and back offices), such as client relationship management, account opening, consolidated client reporting, enhanced performance and risk reporting
- Think innovatively to analyze, design and prioritize alternative solutions
- Influence a cross-functional, diverse environment to change status quo
- Create and deliver compelling presentations for senior leadership
- Develop and train junior BTO team members
- Forge relationships (internally and across functions) and build a network throughout the firm
- Stay up-to-date with industry trends, competitive landscape and emerging technologies
Required qualifications, capabilities, and skills
- 6+ years of experience in management consulting and/or program management
- Demonstrated experience driving large scale, complex projects and operating model changes thru design, planning, documenting and execution
- High proficiency in leading program workstreams and cross-functional working groups
- Experience with end-to-end processes/infrastructure, including advisors, client service, product, technology, operations and controls
- Comfortable with ambiguity, adapts to change and navigates large organizations with confidence
- Detail oriented, organized and familiar with program management and process mapping tools/methodology
- Strong track record of stakeholder management, influencing and executive-level communication skills
- Strong understanding of emerging trends in wealth management
Preferred qualifications, capabilities, and skills
- Wealth Management experience preferred
- MBA (or equivalent) strongly preferred