We are hiring for two roles that support the Personal Wealth (PW) leadership team by translating strategic priorities into clear planning, reporting, and governance processes. These are complementary roles with distinct areas of focus. Both combine strategic thinking, program leadership, stakeholder partnership, and analytical problem-solving, with a focus on supporting executive decision-making and driving business outcomes. Candidates may be aligned to one of the following based on experience and business need: Executive Reporting & Analytics Focus Leads development of executive-ready reporting (dashboards, QBRs, scorecards, OKRs) Synthesizes complex data into clear, decision-ready insights Identifies trends, gaps, and opportunities to inform leadership discussion Partners closely with Finance, Data & Analytics, and business teams to strengthen reporting quality and consistency Initiative Health & Oversight Focus Maintains a clear view of initiative progress, risks, and dependencies across the portfolio Drives consistency in how work is tracked, reported, and escalated Anchors business planning and other leadership discussions in a clear, accurate view of initiative health Translates initiative status into simple, decision-ready narratives for leadership. The ideal candidate performs well in a fast-moving, changing environment and brings a strong bias toward action and results. They are comfortable working with evolving clarity and help leaders move forward with confidence despite incomplete information. Strong sense of urgency; prioritizes quickly and delivers high-quality work under time pressure, favoring progress and iteration over waiting for perfect information Comfortable navigating ambiguity and change, bringing structure without over-engineering Adaptable and resilient; adjusts approach as priorities and context evolve Sound judgment; knows when to go deep and when “good enough” keeps momentum Strong executive communication skills; able to build clear, well-structured narratives for senior audiences and adjust depth as needed.
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Job Type
Full-time
Career Level
Mid Level