Affluent Project Analyst
Core
Trusted partner to East Region Executive and business line leaders in Affluent Wealth Management, providing insights, project leadership, and operational support to drive strategic initiatives and improve business performance.
Role type
Senior IC project analyst (strategic initiatives & operations)
Builds
Strategic initiatives, process improvements, and organizational effectiveness enhancements
Domain
Financial services / Wealth management
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Project management, executive reporting, process improvement, data analysis, stakeholder engagement, change management, benchmarking, risk identification, cross-functional collaboration
Preferred skills
Advanced Microsoft Excel/PowerPoint/Teams proficiency, creating executive communications, synthesizing complex information, independent work with competing priorities
Technologies
Microsoft Excel, PowerPoint, Teams, data visualization tools
Responsibilities
Lead and coordinate cross-functional projects from initiation through implementation; Develop executive-level reporting and presentations summarizing project progress and risks; Partner with business leaders to identify and implement process improvement solutions; Facilitate project meetings and track accountability; Analyze business performance data and KPIs to support strategic decision-making; Support organizational change initiatives through communication planning and adoption monitoring; Create and maintain project plans, dashboards, and governance materials
Seniority
Mid-level, hands-on IC
