AVP, Overlay Portfolio Management Group (OPMG)
Core
Lead enterprise-wide projects to enhance the Model Wealth Portfolio UMA Platform and Centrally Managed Platforms, balancing communication with tactical execution to deliver on business objectives.
Role type
Senior IC portfolio management program lead
Builds
Centrally Managed Platform deliverables (UMA Platform enhancements)
Domain
Wealth management / Investment management operations
Deliverable
product features
Required skills
Strategic thought leadership, risk management, roadmap planning, executive presentation, process improvement, stakeholder management, cross-functional collaboration, conflict resolution, analytical skills
Preferred skills
Lean Management System, Six Sigma, team building, change management
Technologies
Microsoft Excel, Access, PowerPoint, pivot tables, smart sheets
Responsibilities
Collaborate across the firm to align on vision and strategy; manage relationships with key enterprise stakeholders; develop roadmaps, plans, and metrics to communicate progress and risks; drive operating efficiencies through continuous improvement; prepare executive-level presentations for business cases; optimize processes and approaches.
Seniority
Senior, hands-on IC with leadership influence