Business Transformation Enablement Analyst (Wealth Management)
About The Position
The Business Transformation Enablement Analyst supports strategic initiatives across the Wealth Management organization by helping translate business needs, field insights, and enterprise priorities into clear, structured, and actionable deliverables. This role partners closely with Business Transformation leadership and delivery teams to support analysis, intake, documentation, and prioritization activities that enable informed decision‑making and effective execution. You will Analysis & Synthesis Gather, organize, and analyze inputs from multiple sources, including business stakeholders, field feedback, leadership direction, and delivery teams. Support the synthesis of complex and sometimes ambiguous information into clear summaries, themes, and insights. Assist in translating business questions and requests into structured problem statements and analytical artifacts to support leadership discussions and decisions. Business Transformation Enablement Support Business Transformation by maintaining accurate, well‑organized documentation for both in‑flight and new initiatives. Help ensure initiatives are clearly defined and positioned for effective handoff to delivery teams. Contribute to the development of transformation summaries, roadmaps, and planning materials. Support the intake of new ideas, requests, and initiatives entering the Business Transformation team. Help document initiative objectives, scope, assumptions, dependencies, and expected outcomes. Maintain intake documentation, trackers, and artifacts that support prioritization and transparency across initiatives. Stakeholder Engagement & Communication Assist with synthesizing stakeholder and field feedback into clear takeaways and emerging themes. Draft and update communications, summaries, and presentation materials for business and leadership audiences. Support the preparation of executive‑ready materials, including presentations, dashboards, and briefing documents. Project & Delivery Support Support initiative planning and execution by maintaining timelines, tracking milestones and dependencies, and managing action items. Assist with risk and issue tracking and status reporting across assigned initiatives. Partner with cross‑functional teams to ensure information is accurate, current, and accessible. Support governance routines by maintaining logs, documentation, and follow‑up items.
Requirements
- BA/BS degree required
- 3–5 years of experience in business analysis, transformation support, project coordination, business operations, or related roles
- Prior experience or foundational knowledge in Wealth Management and/or Insurance, including familiarity with advisors, financial products, and business operations
- Working knowledge of project management concepts such as scope tracking, dependency management, risk and issue tracking, and status reporting
- Strong analytical and organizational skills with the ability to synthesize information from multiple sources
- Clear and concise written and verbal communication skills
- Comfort working with ambiguity, evolving priorities, and multiple concurrent initiatives
- Ability to collaborate effectively with senior leaders, peers, and cross‑functional teams
- Proficiency in Microsoft Office applications (Outlook, Excel, PowerPoint, Teams)
Nice To Haves
- Experience supporting intake, prioritization, or governance processes is a plus
Responsibilities
- Gather, organize, and analyze inputs from multiple sources
- Support the synthesis of complex information into clear summaries, themes, and insights
- Assist in translating business questions and requests into structured problem statements
- Maintain accurate, well‑organized documentation for both in-flight and new initiatives
- Help ensure initiatives are clearly defined and positioned for effective handoff to delivery teams
- Contribute to the development of transformation summaries, roadmaps, and planning materials
- Support the intake of new ideas, requests, and initiatives entering the Business Transformation team
- Help document initiative objectives, scope, assumptions, dependencies, and expected outcomes
- Maintain intake documentation, trackers, and artifacts that support prioritization and transparency across initiatives
- Assist with synthesizing stakeholder and field feedback into clear takeaways and emerging themes
- Draft and update communications, summaries, and presentation materials for business and leadership audiences
- Support the preparation of executive‑ready materials, including presentations, dashboards, and briefing documents
- Support initiative planning and execution by maintaining timelines, tracking milestones and dependencies, and managing action items
- Assist with risk and issue tracking and status reporting across assigned initiatives
- Partner with cross‑functional teams to ensure information is accurate, current, and accessible
- Support governance routines by maintaining logs, documentation, and follow‑up items
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
1,001-5,000 employees
