Strategy and Operations Specialist, Wealth Management Chief Data Office - Vice President

Key responsibilities

• Oversee a team that coordinates engagements between WM CDO Subject Matter Experts with Ultra-High Net Worth clients/prospects and financial advisors to support business development activities or assist with incident response
• Oversee a team that produces, maintains, and disseminates educational and marketing materials to help clients/prospects and advisors reduce their data security and/or fraud risk
• Manage WM CDO’s overall non-comp budget (e.g., consulting, travel, training, etc.)
• Serve as the point person for all WM CDO external consulting engagements
• Support hiring managers in their recruitment activities
• Ensure new hires understand the CDO mission/vision and the role they will play in advancing it
• Facilitate touchpoints, communications, and other initiatives that ensure WM CDO team members are driving toward shared objectives (e.g., Monthly All Hands Series, Quarterly New Joiners Series, Bi-Monthly Newsletter)
• Drive WM CDO’s mentorship program to help team members grow their network within CDO and achieve their career goals

Qualifications

• Bachelor’s degree
• 7-12 years of relevant experience
• Excellent written and verbal communication skills, with the ability to communicate at all levels within the organization
• Comfort challenging and escalating risks and decisions
• Exceptional critical thinking, problem-solving, and research skills
• Prior management experience
• Strong attention to detail
• Expertise in office productivity software, data analysis, and collaboration tools

Preferred Qualifications

• Knowledge of the financial services industry; preferably in wealth management, finance, operations, or technology