Director, COO for Wealth Management Human Resources
$91,000–$91,000 year
On-sitePurchase, New York, United States
Job Summary
Coordinate enterprise talent, workforce planning, and performance management initiatives while driving restructuring activities and organizational changes across Wealth Management HR. Shape high-impact employee experiences including Town Halls, offsites, and learning forums to strengthen culture and capability. Lead process optimization from discovery through implementation, leveraging AI and automation to simplify workflows and improve efficiency. Partner with senior management and HR product teams to ensure seamless execution of strategic projects. Assist with HR purchase logistics, hoteling, and space planning. Located in Purchase, NY or NYC (midtown).
Required Qualifications
- A Bachelor's degree
- 3-6 years of Human Resources experience
- 3-6 years of Business experience
- 3-6 years of Project Management experience
- Strong client focus
- Outstanding judgment
- Critical thinking
- Strong verbal and written skills
- Ability to remain calm and execute in a fast-paced, high volume, ever changing environment
- Ability to flex with the uncertainties of an evolving, dynamic organization
- Service and solutions oriented
- Maturity to handle highly confidential matters and maintain discretion
- Excellent interpersonal skills
- Team oriented
- Strong influencing skills
- Demonstrated ability or aptitude for team leadership
- Ability to engage in reasoned dialogue on all issues
- Flexibility to affect change
- Self-starter
- Strong project management skills
- Process improvement skills
- Change management skills
- Curiosity
- Continuous-improvement mindset
- Ability to challenge existing ways of working
- Ability to translate business needs into simpler, more efficient processes
- Familiarity with AI, automation, workflow or data-visualization tools
- Judgment to apply AI, automation, workflow or data-visualization tools responsibly with appropriate attention to accuracy, confidentiality, risk and human oversight
- Strong Microsoft Excel knowledge
- Strong PowerPoint knowledge
- Strong Word knowledge
- Strong Visio knowledge
- Aptitude to learn quickly
- Strong attention to detail
- Excellent prioritization skills
- Location in Purchase, NY or NYC (midtown)
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