Wealth Management - Business Manager, Managed Investments, Vice President
On-site · New York City, New York, United States
Job Summary
Vice President, Wealth Management - Business Manager, Managed Investments. Collaborate with PM Business Heads to manage and execute strategic business priorities; serve as a thought leader advising leadership on key business decisions; lead and support high-impact initiatives to drive innovation across product and technology platforms; drive project workstreams and deliverables, identify and escalate risks, and implement mitigating controls; organize complex information for senior management presentations; develop subject matter expertise in current-state processes with a focus on identifying enhancement opportunities and risks; proficient in PowerPoint and Excel; responsible for creating compelling management reporting and presentations for senior leadership.
Required Qualifications
- 6+ years of relevant experience in wealth management, asset management, consulting, project management, or business management
- strong communication abilities, verbal and written
- ability to manage multiple tasks in a fast-paced environment
- proficiency in PowerPoint and Excel
- ability to analyze large data sets and present insights to senior management
- discretion with confidential information
- authorized to work in the United States (no immigration sponsorship offered)
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