Manage efforts to incorporate new technology capabilities onto the Wealth Management Workflow Ecosystem Oversee, create, and implement business cases and technology requirements for projects that reduce risk, drive operational efficiency and business enablement Act as a liaison between business, product, User Experience, and technology teams to identify and prioritize platform enhancement scope, milestones, and timelines Identify and elaborate on critical user journeys, use cases, workflows, and business processes that align with the vision/goals and address critical user and business needs Deliver end user engagement and adoption initiatives, including training collateral development and management Bachelor's degree required 7+ years of experience in financial services, wealth management, and/or business strategy/reengineering fields Strong analytical, strategic thinking, & problem-solving skills with the ability to execute on strategic solutions Strong project management, organization, communication, attention to detail and analytical skills Proven ability to manage delivery/execution of a wide range of tasks and initiatives Ability to quickly turnaround high-quality work without sacrificing skill or accuracy Experience developing partnerships & successfully coordinating across multiple lines of business/product areas. Ability to work in a fast-paced environment, managing expectations and deadlines across various projects. Possess strategic thinking and ability to plan and execute efficiently on assigned projects Excellent written and verbal communication skills Strong proficiency in Microsoft Office particularly in PowerPoint Experience with Agile or application development methodology for technology projects, including user story creation, is a plus Knowledge of Software development life cycle & understanding of Product Management software (JIRA) a plus Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates for the role will be between $110,000 and $180,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
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