Director - Business Operations (Wealth Management)

As a member of the office of the WM CAO, this individual will focus on projects supporting work force strategy and governance, managing the downstream impacts for the Wealth Management Segment. These include HR and recruiting, real estate and location strategy, Vendor Management, etc., and the financial tracking of expenses against budget and resource management (both contingents and employees). This role will involve engagement at all levels in the Wealth Management segment including the senior leadership of each unit as well as their designated COOs. Coordinate and manage Firmwide financial governance processes for WM engagements $1M +, through the Non-Comp Consulting governance process. Facilitate Work from office (WFO) Reporting by enhancing automation, accessibility, and accuracy to provide leadership actionable insights related to compliance with Wealth Management WFO Expectations trends. Implement governance that makes economic sense on additional influenceable expenses in a phased manner, while we expand research, transparency and reporting Support for annual Budget process, Coordinate/perform entitlements review / updates; build out folders and reconcile submissions, etc., Experience in business administration, including consultant and employee onboarding, and vendor management. Experience in financials and budget management for large and complex organizations with proven ability to track expenses against budget Proven experience in developing partnerships and successfully coordinating across various functions, partners and stakeholders, globally Ability to formulate alternatives, identify recommended course of action and make appropriate decisions in a range of high impact situations Independent self-starter who can manage multiple activities to aggressive deadlines Strong Excel skills for data analysis and to prepare meaningful reports/summaries from large data sets Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately Strong presentation skills, including ability to create polished PowerPoint presentations for various levels of management Ability to develop in Dataiku or similar data science tools, use of Tableau or data visualization skill an added plus BS/BA degree required A minimum of 6-10 years of professional experience in a wide range of business management activities including finance, technology, operations, product & project management, and HR Professional experience in the financial services industry, Wealth Management, FinTech, or management consulting 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. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.