Partner with business leaders to understand their unique businesses and processes and how they can be streamlined in a way that enhances controls, creates efficiencies, and drives business growth
Own end-to-end execution of strategic initiatives from problem identification through requirements definition, process mapping and reengineering, and solution implementation
Collaborate with senior business leaders to create and deliver key management presentations for various audiences
Identify and build the business case for growth opportunities supported by quantitative and qualitative analysis
Partner with product teams to enhance product offering, product delivery model, and overall value proposition for our clients
Develop KPIs / KRIs and efficient mechanisms for tracking and continuous improvement
Design and implement regional communication strategy and governance structure to ensure all stakeholders are involved in and aware of key business change activities (system, process, policy)
Experience/Education:
Bachelor’s degree required
MBA or comparable advanced degree preferred
7+ years of financial services experience. Wealth Management, Investment Banking, Strategy/Management Consulting, or FP&A experience preferred
Advanced competency in MS Excel and PowerPoint is required
Candidate must be a self-starter with the ability to operate independently and make decisions
Ability to build relationships and partner across a complex organization
Ability to multi-task and manage multiple simultaneous projects
Ability to influence seniors and stakeholders outside of your span of control
Excellent time management, follow-through, and project delivery skills
Exceptional written and verbal communication skills, able to simplify complexity
Strategic thinker
Strong attention to detail
Highly organized
Owner of outcomes
Team player
Full timeNew York New York United States$142,320.00 - $213,480.00