Wealth Management PXT Business Management - Associate

Job Description

Our Business Management team optimizes business performances by helping to drive key initiatives.

We act as trusted advisors and counterweight to Business/Group Heads, and are responsible for identifying, escalating, and mitigating business risks.

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


* 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

Candidates must be able to physically work in our offices full-time (5 days).

The specific details and timing will be determined and communicated by direct management.

Applicants must be authorized to work...