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Essential Duties and Responsibilities

+ Lead the launch of new businesses, products, and investment capabilities with a strong focus on delivering positive client outcomes and seamless end-to-end user experiences.

+ Apply deep expertise in Wealth Management, Asset Management, and Investment Banking products to inform product strategy and development.

+ Manage the full strategy lifecycle, including opportunity identification, strategic planning, business transformation, and implementation.

+ Conduct competitive assessments, including peer benchmarking and analysis of market trends and innovation.

+ Develop compelling business cases to support the firm’s multi-year corporate strategy and planning initiatives.

+ Identify and evaluate opportunities to enhance and differentiate the firm’s product platform and capabilities.

+ Support the Proprietary Capital Committee (PCC) by reviewing investment proposals, preparing reports, and coordinating cross-functional stakeholder input.

+ Contribute to the governance and continuous improvement of investment-related policies, procedures, and internal controls.

+ Participate in the due diligence process for new and existing investments, including assessments of business, financial, legal, and compliance.

Knowledge of

+ Consumer Banking and Insurance Products.

+ Alternative Investments.

+ Institutional Equity and Fixed Income Investment Solutions.

+ Asset Management.

+ Private Investments.

+ Financial Statement Analysis

+ Bank Holding Company Act

+ Understanding of current financial markets and economic events.

Skill in

+ Advanced skills with Microsoft Office Suite, especially Excel and PowerPoint.

+ Enthusiasm for problem-solving through both qualitative and quantitative analysis.

+ Self-starter who is proactive, intellectually curious, and has ability to seek out projects independently.

+ Strong communication skills, both verbal and written, as well as a collaborative mindset and approach to work.

+ Exceptional organization skills and keen attention to detail and accuracy.

+ Interpersonal communication sufficient to interact with associates at all levels.

Ability to

+ Work with senior executives to develop a strategic vision and roadmap for onboarding products and services.

+ Identify opportunities and capabilities to create an industry-leading product platform

+ Collaborate with stakeholders and work with cross-functional teams in the assessment of new opportunities and initiatives

+ Organize, manage, and track multiple detailed tasks, exhibiting an advance level of project management and presentation skill sets.

+ Self-start and work independently with limited direction or supervision.

+ Maintain high level of discretion in dealing with confidential information.Exhibit professionalism and ability to present to senior and executive management.

***SIE not required***