The incumbent will be a member of the Wealth Management Investment Group. Incumbent will define/lead strategic initiatives with major impact on Wealth Management (WM) investment implementation. Defines or leads major, highly complex projects related to WM Investment Implementation, risk-related items, regulatory items, communications (presentations/speeches) and, implementation of policies, standards, processes, and/or strategic projects. Analyzes project implementation status and provides feedback to senior managers. Solves complex issues in implementation and leads the processes needed to correct the problems. Develops, leads and executes on a range of impactful initiatives within WM Investments. Works closely with the National Director or Portfolio Management Senior Management to understand the business' needs and provide appropriate guidance, direction, and communication. Works within the WM Investment Office to implement and enforce policies, standards, and processes that require an advanced knowledge of key business or function roles and organizational design. Assists in managing business-led programs such as investment and solutions implementation, policy and procedure development, regulatory and governance oversight as well as people-related management. Provides input to resource allocation and project staffing. Contributes to the achievement of team objectives.
Bachelor's degree in a related discipline or equivalent combination of education and experience required, MBA and/or CFA preferred. 10-12 years of experience in financial services or business partner function preferred, at least 5 years in applicable business or function, experience in the securities industry is a plus.
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