The Business Support Manager I supports Private Wealth operations by owning intake discipline, procedural documentation, and operational control execution for business support requests, process changes, and compliance inquiries. This role is intentionally control‑focused. The analyst ensures that requests are appropriately assessed, clearly documented, formally approved, consistently executed, and fully evidenced in accordance with established procedures. Emphasis is placed on clear operating procedures, approval traceability, evidence retention, and operational consistency, rather than solution design, system configuration, or data analysis. The role is hands‑on and execution‑oriented. The analyst performs structured intake, documents business rationale and procedural requirements, drafts and maintains operating procedures and job aids, retains control evidence, and supports audit and regulatory responses. Work is performed under established standards with defined escalation and senior‑level review for changes, decisions, and higher‑risk activities.
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Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees