Wealth Management Investments - ConnectWealth Business Manager, Associate

Join our Investment Solutions team as a dynamic Business Manager.

Our team of dedicated Business Managers partners closely with senior leaders in the Managed Investments organization to evolve our business capabilities and drive strategic growth.

As an Associate on our Business Management team, you will support the Managed Investments Program and Advisor Experience Teams.

This group plays a pivotal role driving the execution of our flagship ConnectWealth program-a transformative initiative designed to revolutionize our managed accounts operating model and deliver an innovative, intuitive technology platform across multiple lines of business and functions.

In this high-impact role, you will contribute to both advisor engagement and platform deliverables.

You'll play a key role in fostering advisor engagement and accelerating adoption of the ConnectWealth platform, ensuring our technology transformation delivers real value and is embraced across the organization.

This is a unique opportunity to drive meaningful change for thousands of advisors and their clients, while helping to orchestrate one of the industry's most significant technology advancements.

Job responsibilities


* Support execution of the ConnectWealth 2026 roadmap by tracking milestones and deliverables across USPB, CWM, and IPB; assist with coordination between product, technology, and adoption teams to help ensure on-time delivery of platform features


* Serve as a point of contact for senior leadership, product owners, and cross-functional partners; facilitate regular updates, issue escalation, and alignment on business priorities


* Collaborate with the engagement and adoption team to help optimize advisor experience, support training and migration events, and drive widespread platform adoption


* Assist with budgeting, forecasting, and financial tracking for the ConnectWealth program; monitor resource allocation and business case metrics to ensure delivery against $1B incremental revenue target


* Support risk management and compliance adherence for platform migrations and new feature rollouts; help ensure controls are in place for onboarding, fee policy, and regulatory requirements


* Develop and deliver management reporting, including progress against roadmap milestones, advisor adoption metrics, and business impact analysis for senior leadership and the AWM Operating Committee


* Identify and implement process improvements to streamline platform delivery, advisor onboarding, and cross-team collaboration


* Support change management initiatives, including communication planning, training coordination, and feedback loops with advisors and stakeholders

Required qualifications, capabilities, and skills


* 5+ years' experience in the financial services industry, with exposure to Wealth or Asset Management


* Excellent presentation and communication skills; delivering messages clearly and succinctly with tailored approach depending on t...