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Tier-1 brand, metro location, mid-level generalist role with broad skillset increases competition.
Skills are transferable, but banking and wealth management domain knowledge increases industry specificity.
Explicit 4+ years, domain experience requirement and banking risk/compliance context enforce strict screening.
Lead and execute multiple concurrent strategic projects across Wealth & Investment Management focusing on automation, process optimization, analytics, and business transformation initiatives.
Serve as primary coordinator among business leaders, technology teams, and operational stakeholders driving improved operational efficiency, client experience, and measurable business outcomes.
Maintain governance, documentation, and controls throughout project lifecycle while delivering efficiency, risk reduction, productivity, and client experience improvements.
4+ years of experience in Business Execution, Implementation, Strategic Planning, Business Consulting, Project Management, Process Improvement, Business Transformation, Analytics, or Automation.
Strong project management and stakeholder management experience including leading cross-functional teams.
Experience supporting Banking, Lending, Trust, Wealth Management, or Financial Services operations.
Bachelor's or Postgraduate degree in Business, Engineering, Computer Science, Information Systems, Data Analytics, Finance, or related field preferred but not explicitly mandatory.
Experienced in managing multiple strategic initiatives simultaneously with strong execution discipline and quality focus.
Hands-on technical expertise in Python, SQL, AI-enabled transformation, and automation platforms such as Microsoft Power Platform and Alteryx to drive business transformation.
Skilled in stakeholder engagement and executive communication to influence and partner effectively across business and technology functions.