Role OverviewThe Business Transformation Manager will be responsible for driving key strategic initiatives focused on simplification, client segmentation, and product expansion. Members of the COO team are on the leading edge of major bank initiatives locally, regionally, and globally and will routinely interact with senior business partners across the organization.
What You Will Do
Lead execution of strategic business initiatives, identify key issues/opportunities, manage key stakeholders, project manage initiatives, and communicate recommendations/insights with colleagues.
Why It Might Be a Fit
This role provides an opportunity to take ownership in the delivery of US Private Bank results and be a key stakeholder in driving actionable recommendations. The position requires an individual with good knowledge of private banking and affluent market trends, ability to influence and build strong relationships, and highly developed analytical skills.
Requirements
- Good knowledge of private banking and affluent market trends
- Capacity to rapidly identify key opportunities, issues, and themes
- Ability to influence and build strong relationships with internal and external partners
- Ability to manage multiple projects and deliverables simultaneously
- Ability to manage large complex business initiatives and transformation projects in an agile manner
- Bachelor's Degree required; MBA preferred
- Proven banking experience preferred
- FINRA license series 7 and 66 are preferred but not required
Benefits
- Competitive pay
- Benefits package
- Robust Wellness Hub
- Welcoming and inclusive work environment
- Industry-leading volunteerism policy
- Generous matching gift program
- Comprehensive program of immersive Sustainability and Climate Change Initiatives
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