Associate, Business Controls and Projects, Wealth Management
Core
Business manager supporting the COO office with financial analysis, operational support, and project management for the Wealth Management business.
Role type
Business Manager (Wealth Management)
Builds
Operational roadmaps, product development plans, compliance frameworks, governance reports, and strategic project deliverables.
Domain
Financial Services / Wealth Management
Deliverable
dashboards & analysis
Required skills
Financial analysis, Project management, Data extraction, Regulatory compliance, Reporting, Excel (advanced formulas), Cross-functional collaboration
Preferred skills
Strategic planning, Problem-solving, Stakeholder management
Technologies
Excel
Responsibilities
Manage execution of strategic projects and priorities; Convert senior stakeholder data requests into necessary extracts; Review day-to-day business reporting for accuracy; Prepare presentations and reports for Senior Management; Collaborate with Risk, HR, Legal, and Compliance functions.
Seniority
Mid-level, hands-on manager
