Wealth Management - Client Segments COO Team - Associate

The role will provide strategy/analytics support to Client Segments COO team as well as to senior/experienced members of WMCS StratEx team across all four verticals of projects, with responsibility for (but not limited to) the following: Proposing & evaluating proposals to drive organic and inorganic growth. Building internal and external presentations for Head of WMCS across a range of topics and strategic initiative updates Conducting quantitative analyses and assessing the economic impact of any strategic recommendations to drive change. Contributing to broader business management needs such as: 1) coordinating annual budgeting across the organization, 2) managing an inventory of strategic initiatives and obtaining regular updates from the rest of the leadership team, and 3) running monthly management reporting in collaboration with partners from finance, HR, marketing, risk, compliance, etc. Proactively recommending ideas to improve organizational efficiencies and effectiveness. Owning and driving major projects as they come online. Provide support to the India offshore management team, as needed. Bachelor's degree with 3-6 years of experience Former management consultant, investment banking, or corporate strategy experience preferred. Advanced knowledge of the Microsoft Office Suite with an emphasis on Excel and PowerPoint Ability to learn new technology and systems. Understanding of the Wealth Management business and products Excellent communication skills with the ability to foster strong relationships at all levels. Excellent organizational and project management skills and ability to function in a high-volume, fast-paced environment. Strong business judgment and problem-solving skills 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.