As an Associate in Wealth Management PXT Business Management, you will have a dynamic role that will vary from business to business, in line with the priorities of the different lines of business. You will also provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis.
Job responsibilities
- Organize complex information in a strategic and compelling way, demonstrating strong acumen and expertise in PowerPoint and Excel techniques
- Create presentations quickly and iteratively for senior management presentations, reports, and dashboards, driving things forward and working with stakeholders to stay up-to-date on information needed (e.g., Advisor showcases, business reviews, newsletters, etc.)
- Communicate effectively with key business partners to understand projects and drive next steps
- Manage and deliver key work streams and tasks
- Support audit, regulatory and compliance deliverables; help drive specific action plans and deliverables within the Risk Control Self-Assessment (RCSA) framework
- Coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions
- Collect and maintain internal resources and documentation on collaboration sites such as SharePoint
- Participate in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes
Required qualifications, capabilities, and skills
- Bachelor’s degree in Business, Finance, Economics, or other related area
- Prior experience in Business Management or COO role
- Prior experience within the Technology space
- Proven experience delivering timely, high quality presentations and/or reporting for various projects and stakeholders; attention to detail is a must
- Demonstrated ability in dealing with different stakeholder groups and driving the agenda
- Excellent communication, organization and project management skills
- Intermediate to advanced level ability expected in all MS Office tools (Excel, PowerPoint, Pivot Tables)
- Self-motivated, tenacious and able to work with high degree of independence
- Strong time management and prioritization skills
- Be flexible and open to work on ad-hoc initiatives as they arise
Preferred qualifications, capabilities, and skills
- Background in Wealth Management a plus
- Experience with Confluence nice to have