The Business Transformation Office (BTO) leads critical change initiatives that create tangible value for clients and advisors in the Wealth Management business. Our programs are sponsored by senior executives and are aligned with key business priorities. The team collaborates with Senior Management, Front Office Advisors, Product Specialists, Legal, Technology, and Marketing to implement complex, transformational change. As a Vice President within the WM Business Transformation Office team, you will focus on strategic programs that impact our clients’ experiences and perceptions of the firm. You will be responsible for end-to-end delivery across the project life cycle and accountable to WM senior management for comprehensive program updates. You will leverage your strengths in consulting, problem identification / resolution, effective communication, product knowledge, and marketing. This role requires flexibility and the ability to quickly adapt within a dynamic environment.
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Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed