Wealth Transformation Office Manager

Primary Responsibilities

• Challenges long-held views and helps business leaders understand the changing market environment and its implications on the current business model.
• Create and oversee a customer-centric strategy focused on evolving the internal operating model across all customer touch points, ensuring transparency, accountability, and ongoing alignment.
• Communicate the vision, mission, desired outcomes, and chosen strategy clearly and develop actionable goals to translate the vision into tangible results.
• Build synergies and alignment across the Division and other core business lines, including Wealth and Commercial.
• Develop business cases and initial use cases of critical foundational capabilities needed to execute the strategic plan, such as analytics and multi-channel servicing.
• Evaluate potential business partnerships with fintechs and other outside companies to advance critical capabilities faster and more effectively.
• Engage and update business teams regularly and transfer ownership of responsibility at the appropriate time.
• Lead the Market Planning group in developing comprehensive market-specific strategies and investment plans.
• Collaborate with stakeholders to define a holistic approach to continuously assess markets and the efficacy of chosen strategies.
• Ensure alignment among key stakeholders, oversee, and help ensure appropriate execution and monitoring to achieve desired business outcomes.

Scope Of Responsibilities

• Develop frameworks and processes to facilitate strategy development, align on key decisions, and make corrective adjustments as needed.
• Provide expertise to leadership in defining resource allocation and desired outcomes.
• Foster collaboration and connectivity between the Business strategy; identify areas of congruence and divergence and recommend appropriate action.
• Oversee process to evaluate trade-offs and prioritize investments.
• Champion the investment roadmap.
• Sponsor cross-functional change efforts related to strategic initiatives that may not be directly related to his/her area of responsibility.
• Identify and assess capabilities & partnerships that enhance the strategy.
• Oversee vendor management activities associated with the job, including risk management, reviews, evaluations, and establishing new relationships as needed.
• Facilitate data-driven decisions, monitor efficacy of choices, and enable a culture of test & learn.
• Oversee regular financial, competitive, performance, and market analyses to monitor trends.
• Evaluate customer and competitive behavior across all channels and identify emerging trends to improve performance (e.g., retention, engagement, and growth).

Education And Experience

• Bachelor’s degree plus a minimum of 10 years banking or finance experience, or a combined minimum of 14 years’ higher education and/or work experience.
• Proven Financial Modeling Skillset.
• Proficient in MS Excel, Word, PowerPoint.
• Strong analytic, problem-solving, and critical thinking skills.
• Excellent interpersonal, written/verbal communication, leadership, and project management skills.