Specialist, Strategic Growth Programs
Core
Supports the execution of Wealth Management's strategic growth initiatives by coordinating cross-functional projects, performing analysis, and tracking progress.
Role type
Senior IC strategic growth program specialist
Builds
Strategic growth programs and business initiatives for Wealth Management
Domain
Financial services / Wealth management
Deliverable
product features
Required skills
Project coordination, Data analysis, Presentation creation, Stakeholder management, CRM proficiency, Business intelligence tools
Preferred skills
Power BI, CRM platforms, Cross-functional collaboration
Responsibilities
Support execution of strategic growth initiatives, Assist with project planning and implementation, Conduct research and analysis on sales performance and market opportunities, Prepare presentations and executive reporting, Track project milestones and risks, Support pilot programs and process improvements, Analyze sales and pipeline metrics
Seniority
Mid-Senior, hands-on IC
