AWM Product Office, Strategy and Planning Associate

AWM Product Office, Strategy and Planning Associate

About The Team:

The Global Private Bank (GPB) Product Office is defining the process by which the GPB business delivers great client experiences and business outcomes through product delivery.

We are a group of organizational change leaders and product coaches supporting our most critical products and business initiatives across GPB in adopting a product-first mindset utilizing the Product Operating Model.

We coach both senior leaders and individual product teams (comprised of Product, Technology, Design) on organizational design, agile and product best practices, product discovery and design, and team building.

The team also defines best practices, tools, training, and communications to drive the successful implementation of the Product Operating Model (POM) across GPB.

Job Description:

The Strategy and Planning Associate will play a crucial role in supporting various leadership forums and planning processes.

This position requires strong organizational skills, attention to detail, and the ability to manage multiple tasks simultaneously.

The Associate will be responsible for gathering topics, ensuring timely submission of presentation materials, documenting meeting minutes, and following up on action items.

Additionally, the Associate will support communication with stakeholders and assist in the preparation and review of materials for meetings and offsite events.

Job Responsibilities:


* Topic Gathering and Preparation:
+ Help with gathering topics for meetings and presentations.
+ Ensure monthly presentation materials are submitted on time and are of high quality.


* Meeting Coordination:
+ Email attendees with meeting details and agenda.
+ Attend meetings to document meeting minutes and follow-ups.
+ Document and send out follow-ups.
+ Chase on completing follow-ups.


* Executive Summary and Presentation:
+ Understand and highlight changes to big rocks in an executive summary.
+ Prepare and review presentations to ensure readiness.


* Stakeholder Communication:
+ Support communicating expectations to stakeholders.
+ Communicate key updates and changes to stakeholders.


* Offsite Event Support:
+ Work on and review materials for the offsite.
+ Document follow-ups and action items from the offsite.
+ Partner with admins on logistics (location, dinner, etc.).
+ Share out offsite highlights.

Required Qualifications, Skills, And Capabilities:


* BS/BA degree or equivalent experience


* Ability to operate independently and develop solutions with occasionally ambiguous requirements


* Experience working across multiple projects, managing deadlines and stakeholders

Preferred Qualifications, Skills, And Capabilities:


* Experience in evaluation and improvement of organizational structure, operating models, or processe...