Description:
Summary:
Private Wealth (PW) Business Objectives Implementation is responsible for servicing the entire High Net Worth client business across areas of administration, client service, training, business control and supervision. We support approximately 45 teams across Portfolio Management, Wealth Advisory, and Trust Company.
We are a team of dedicated subject matter experts and solution seekers. The team serves as the primary liaison between the client facing Private Wealth teams, Technology and Operations, working to enhance and maintain our complex operating platform.
Responsibilities:
- Serve as a business liaison between the client-facing PW teams, Technology, Operations and Legal & Compliance by developing a deep understanding of the functions and systems, current processes and procedures across the PW business.
- Seek solutions (tactical & strategic) to address weaknesses, problems and opportunities for process re-engineering. Proactively propose new ideas for both process improvement and business innovation.
- Master applicable technology platforms. Partner with business users to identify enhancement opportunities and priorities. Participate in pilot testing of new applications / systems.
- Assist in the design and development of change management and training programs. Conduct individual and small group training/information sessions related to new system implementations, enhancements, procedures, and project initiatives.
- Develop and execute strategies, including stakeholder engagement, communications, training, and project planning, to ensure successful adoption of new processes and systems.
- Participate in various day to day business, technological and operational activities related to; approvals, controls, reporting, and ad-hoc projects as they arise.
Qualifications / Skills:
- Demonstrated track record of academic and professional success.
- 3-5 years of financial services industry experience. Familiarization of private wealth business, investment advisory, and asset allocation frameworks.
- Motivated by intellectual curiosity and a desire to learn, working cohesively with teammates in taking on new challenges.
- Ability to thrive in an environment of change.
- Confidence in working with individuals and teams across the PW business.
- Detail-oriented with strong organizational and stakeholder engagement skills.
- Innovative mindset in the preparation of presentations, business & oral communications.
- Experience in program implementation and user adoption
- Aladdin Wealth, Charles River, client reporting and portfolio accounting systems experience.
- Proficient in Microsoft Word and Outlook. Exceptionally proficient in PowerPoint and Excel (e.g. VLOOKUP, Pivot Tables, etc.). Must be comfortable with working with large sets of data and ability to organize and create visuals.
- Series 7 and 66 licenses (or ability to obtain within first year of employment).
- Managerial experience a plus!