Business Transformation Office drives and executes critical change initiatives that create tangible value for clients and advisors in the $6B+ revenue Wealth Management business. Our transformation programs are sponsored by C-suite executives and span growth, regulatory, and location strategy. The team works cross-functionally with Senior Management, Front Office Advisors, Product Specialists, Legal, Risk, Compliance, Operations, Marketing, and Technology to implement complex, transformational change.

As an Associate within the Business Transformation Team, you will work as part of a team on programs that impact our clients’ experiences and perceptions of the firm, you will be responsible for end-to-end delivery across the project life cycle and accountable to senior management for comprehensive program updates

Job responsibilities

• Define and analyze problem statements and translate into tangible solutions
• Develop detailed operating model for business changes
• Leverage understanding of client and advisor wealth management processes (front and back office), such as client relationship management, account opening, consolidated client reporting, enhanced performance and risk reporting
• Own end-to-end implementation projects including assessment, planning, project management, execution and evaluation
• Analyze and prioritize alternative solutions
• Influence a cross functional, diverse environment to change status quo
• Create and deliver compelling presentations for senior leadership

Required qualifications, capabilities, and skills

• Minimum of 2 years of experience in project management
• Contribute to the development of detailed operating models for business changes
• Demonstrate understanding of client and advisor wealth management processes (front and back office)
• Work autonomously and demonstrate self‐motivation
• Create and deliver compelling presentations for senior leadership
• Forge relationships and build a network throughout the firm
• Maintain a positive attitude and act as team player while delivering on high priority, time sensitive initiatives
• Demonstrate personal initiative, ownership, and accountability
• Bachelor’s degree
• Demonstrated ability to be an integral team member on large-scale, complex programs (planning, designing, documenting, communicating)
• Strong slide deck and analytical skills (Microsoft Office including Excel, PowerPoint, Word, and Visio)

Preferred qualifications, capabilities, and skills

• Experience in strategic consulting, management consulting, process improvement is a plus