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.
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Job Type
Full-time
Career Level
Mid Level