Job Summary:
As a Business Manager you will be responsible for providing strategic leadership & overall management for Asset and Wealth Management (AWM) and leading a business that has ambitious long-term plans for growth in a highly competitive, complex environment. Additionally, you will be responsible for day-to-day management of all AWM resources (i.e., planning, oversight) and will coordinate with senior leaders in other locations and Lines of Business.
Job Responsibilities:
- Organize, content and facilitation of leadership team activity including staff meetings, planning meetings, site visits, etc.
- Coordinate employee engagement including town halls, organizational announcements, communications, etc.
- Will be the connectivity point and leadership for people agenda including Employee Opinion Survey, Employee Appreciation Week, etc.
- Coordinate and oversight of organizational messaging including flash reports, EMR/QBR content, business partner updates, ad-hoc presentations, etc.
- Develop effective and meaningful presentations & business update materials suitable for stakeholders, business partners and other senior stakeholders headlining AWM Corporate Centers story and overall business progress
- Partner with Ops Managers to ensure teams are staffed appropriately given volume, capacity and strategic outlook, developing business case for staffing changes as needed
- Represent the location strategy initiatives including real estate needs, business resiliency and migration activity
- Provide change leadership for broad organizational or otherwise significant initiatives
- Operate as internal consultant to improve business performance via analysis and recommendation in a variety of areas including data/metrics, process/procedures, etc.
- Partner with Ops Managers to capture headcount requirements and manage changes through the budget lifecycle and validate Finance supplied headcount reporting for EMR/QBR and other forums
- Identify efficiency opportunities / targets and track progress and will do Monthly review / variance analysis of budget & forecast for real estate occupancy
Required qualifications, skills & capabilities:
- Bachelor’s degree
- At least 7 years Financial Services experience
- At least 5 years of experience in leading Change Management or a Program Management Office
- Strong organization, time management capabilities and is proficient with project management methodology and the project management lifecycle
- Demonstrate excellent problem solving skills with ability to turn findings into strategic recommendations/suggestions
- Proven ability to lead, challenge, adapt to changing business landscapes and influence without having positional authority
- Demonstrated leadership skills and proven ability to develop strong client and business partner relationships
- Excellent working knowledge of operations and risk concepts and the ability to interpret and understanding the impact of decisions, as well as identify and convey potential problem areas
- Demonstrated ability to communicate effectively to multiple levels of management, both written and verbal
- Collaborates effectively at all levels of the organization and ability to lead and influence without having positional authority
- Proficient with Microsoft Project, PowerPoint and Excel, Data analytics and data storytelling tools (Tableau)
Preferred Qualifications, skills and capabilities:
- MBA preferred
- Experience in Financial Planning & Analysis and Reporting is a plus