Sr. Business Development Associate

About the role

The Sr. Associate, Business Management conducts unprecedented or complex analyses and reporting in support of general business operations, special projects/initiatives and/or strategic/operational planning activities. The incumbent consults with management and business partners on matters of significance regarding strategic approaches, effectiveness of support functions, and business performance improvement opportunities. S/he is often assigned as a project lead on business unit initiatives of strategic importance.

Responsibilities

• Defines and develops analytical approaches to unprecedented and complex issues.
• Determines where measurement gaps exist and devises new metrics or reports to fill those gaps.
• Reviews operational data/metrics, analyzes and synthesizes the data, then compiles into reports or presentations.
• Navigates the entire firm in order to effectively complete tasks.
• Develops consultative partnerships with internal teams and leaders to understand their strategic objectives, key performance indicators and reporting requirements.
• Communicates with internal teams and leaders to stay abreast of organization and function operations and is familiar with company practices relevant to metrics, performance indicators, reporting protocols, etc.
• Leads special projects/initiatives that are of strategic importance for the function or business unit.
• Acts as technical leader for any ad-hoc reporting or project needs in the function or business unit.
• Collaborates with and supports senior leaders and their teams to ensure analytical and reporting needs are aligned, and supports business and operating results.
• Provides guidance to less experienced staff.
• Leads projects including assigning work and monitoring quality and completion.
• Contributes to the achievement of function or business unit objectives.
• Supports data-driven decision-making by team, functional or business unit leaders.

Qualifications

• Bachelor's Degree or equivalent work experience.
• 9+ Years Experience working in Strategy, M&A and/or Project Management.
• Strong knowledge of the Private Banking Industry.
• Ability to influence and drive complex initiatives and manage logistics with internal stakeholders.
• High level of proficiency in financial calculations.
• Experience in project management, merger and acquisitions, due diligence and transactions.
• Comfortable using generative AI and AI-enabled tools.
• Strong relationship management and negotiation skills.
• Able to maintain the highest degree on confidentiality and professional discretion.
• Superior problem solving and analytical skills.
• Effective communication skills, oral & written.
• Proficiency in Microsoft Excel, PowerPoint, Word, AI Tools.
• Strong organizational skills and detail orientation.

Preferred qualifications

• May frequently require minimal physical effort such as sitting, standing, and walking.
• Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.

Pay

Minimum Base Pay Range: $93,750.00 USD. Maximum $175,000.00 USD. Exact compensation may vary based on skills, experience, training, licensure and certifications and location.