Manage and deliver strategic initiatives and projects related to growth and process efficiency Data analysis and forecasting that provide leadership with critical insights and contribute to strategic decisions Drive strategy to support asset capture across channels, products and services Refine service to sales business model and execution for self-directed retail businesses Create effective communications and presentations for senior business stakeholders Collaborate on the design and implementation of key metrics for business reports Opportunity to use various reporting and visualization tools, including proprietary and third-party tools (Salesforce, Tableau, etc.) Bachelor's Degree required 3-5 years of work experience in Financial Services, Consulting and/or business strategy related fields Experience in leading and influencing cross-functional initiatives Experience with reporting & forecasting Strong Excel skills required (will be tracking the results of the team's many ongoing initiatives and will project future results based on historical data and anticipated improvements) Experience in creating meaningful and digestible presentations for senior management Experience working with Dataiku and Tableau Strong organizational skills with attention to detail as well as the ability to handle multiple tasks and projects Strong listening and verbal/written communication skills that understands audience awareness Interpersonal, collaborative and team skills Detail and results oriented; can work independently and possess strong sense of accountability Strategic thinking, problem solving & analytical aptitude - ability to utilize data to generate innovative ideas to drive the business forward; test & learn 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 $85k and $135k 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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