Leads complex, multi‑year initiatives with enterprise‑wide impact, applying deep functional expertise to guide strategic decision‑making and ensure successful project outcomes. Oversees multiple workstreams, strengthens cross‑functional collaboration, and proactively manages risks to keep high‑visibility projects aligned with organizational goals. Serves as a trusted advisor to leadership, driving clarity, alignment, and measurable results across the project lifecycle. Planning Coordination: Coordinates planning functions for the AWM Growth, Planning and Activation (GPA) organization, inclusive of sprint planning, business planning, and short and long-term projects Analytics Tool Prioritization: Partners with Digital & Analytics team to manage pipeline of enhancements to tools and dashboards critical for measuring growth in AWM Business Health: Supports ongoing reporting for growth and conducts data analysis to identify trends, opportunities, and potential risks, escalating findings to business partners in Advice and Wealth Management
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Job Type
Full-time
Career Level
Mid Level