Wholesale Client Engagement Associate

Responsibilities

• Support execution of priority Wholesale Client Engagement initiatives, including project planning, coordination, logistics, and stakeholder alignment.
• Prepare executive-ready materials, insights, and updates for senior leadership, including ad hoc requests from Wholesale leaders.
• Track progress against strategic priorities through standard routines, dashboards, scorecards, and follow-up with initiative owners.
• Create and maintain SharePoint sites that support strategic execution, content management, document organization, navigation, and access coordination.
• Create and manage Microsoft Forms for intake, surveys, event registration, feedback, business updates, and reporting needs.
• Partner with Wholesale, Technology, Finance, Risk, Operations, Communications, and other stakeholders to advance deliverables and priorities.

Qualifications

• Strong academic credentials – college degree or equivalent education and related training or experience
• 3-5 years of experience within consulting, business management, or financial services organization
• Ability to present data and business considerations in a structured manner
• Advanced proficiency with MS Office tools, especially Excel, PowerPoint, and Word
• Demonstrated understanding of business and technology organization, resources, priorities, needs and policies