About the position
This Management & Strategy role serves as a critical advisor and right-hand to the COO of Third Party Wealth Management and the Global Head of Third Party Wealth Management by providing strategic support and operational efficiency across the business. This individual will be relied on to provide unique perspectives, recommendations, and expertise for leadership. This role empowers a highly organized, proactive, and results-oriented individual with exceptional communication, problem-solving, and leadership skills. This role will independently manage complex projects, prioritize competing demands, and ensure seamless execution of key initiatives. This position demands a high level of discretion, confidentiality, and the ability to work effectively with individuals at all levels of the organization both within and outside of the business.
Responsibilities
- Develop and implement strategic plans, set priorities, and track progress in collaboration with the COO and Global Head of Third Party Wealth Management.
- Manage multiple complex projects simultaneously, ensuring timely completion and alignment with organizational goals.
- Serve as a central point of contact for stakeholders across the firm including divisional leadership and the Executive Office.
- Prepare agendas, speaking notes, presentation slides, and briefing memos for internal and client meetings.
- Anticipate potential challenges and develop solutions, mitigating risks before they impact organizational objectives.
- Own weekly reporting for the Global Third Party Wealth Management business for senior leadership in the Client Solutions Group and the Executive Office.
- Undertake and oversee ad hoc projects and events including leadership onsites, Partnership Committee initiatives, and Global townhalls.
Requirements
- Bachelor's degree required
- 2-4 years of experience, preferably in an operational or strategic role working with senior executives
- Proven ability to manage multiple projects simultaneously and meet tight deadlines
- Exceptional written and verbal communication skills
- Strong analytical and creative problem-solving skills
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
- Ability to maintain confidentiality and discretion
- Strong leadership and interpersonal relationship management skills
Benefits
- Competitive benefits and wellness offerings
