Associate Director, Strategic Initiatives, Wealth Planning
Core
Design, develop, manage, and implement strategic projects and programs to deliver business results and drive change across the organization.
Role type
Senior IC strategic initiatives manager (wealth planning)
Builds
Strategic plans, change management initiatives, and cross-functional programs
Domain
Banking / Wealth Planning / Strategic Operations
Deliverable
product features
Required skills
Strategic planning, change management, stakeholder management, data analysis, problem solving, influence, communication
Preferred skills
None stated
Technologies
None stated
Responsibilities
Act as a trusted advisor to business groups; influence and negotiate to achieve objectives; identify emerging issues and trends; develop strategic plans; build and lead change management activities; define communication plans; collaborate with internal and external stakeholders; analyze data to inform recommendations; monitor and track performance; drive cross-business coordination.
Seniority
Senior, hands-on IC
