Job Description

Job Description:

Enterprise Overview:

Provides technical and analytical support in a GWIM operations function for one or more product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts, client valuations, document processing or statement/billing processing. Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve. May participate in projects and/or introduction of new initiatives, systems, products/services and processes. As a technical expert, acts as a unit advisor providing technical support to less experienced associates. This role typically requires 3+ years experience in operations functions and a thorough working knowledge of the operational aspects of transactions and products.

LOB Description:

WM Ops Project Enablement and Client Data team executes projects in support of the overall WM data strategy, which focusses on both short term tactical and long term strategic solutions on how Wealth Management business gathers, stores and uses client data. This includes any changes to client, account, relationships, data and applications relative to onboarding and maintenance activities as well as data transmissions.

The individual will also be responsible for the management and delivery of business requirements, data analysis, user acceptance testing, post production validations and communication publications for multiple projects, primarily strategic and complex in nature, as well as to influence business and technology partners to adhere to the governance principles. A firm understanding of the business request and impacts to the Client, Account & Relationship Data and Applications platform is needed in order to define the business and functional requirements to solve for the business change. Due to the expansive impact that client & account data has for all business and operational processes, initiatives normally span multiple lines of business and delivery channels, and require cross-divisional coordination, communication, influence and negotiation.

Required Skills:

* Experience in business analysis, process design and project management, including development of formal business requirements documents (BRDs) and business process flows as well as functional requirements for technology solutions
* Excellent verbal and written communications skills, including the ability to facilitate remote, cross-functional, cross-location meetings and the ability to develop and deliver management presentations
* Ability to effectively build and maintain strong internal/external relationships with multiple partners on multiple sites and courage to influence and challenge when necessary
* Strong problem solving and time management skills
* Ability to work during weekends during releases
* Ability to host webex meetings and teleconference/telepresence meetings
* Strong analytical / problem solving skills; Provides comprehensive solutions to complex problems or needs.
* Ability to both influence strategic direction and to develop tactical plans.
* Ability to interact with all levels of management and complete deliverables independently or collaboratively.
* Develops and revises project materials and maintains project documentation.
* MS Office Proficiency (Excel, Power Point, Word, PowerPoint and Visio).

Desired Skills:

* Brokerage or Investment Management Business or Support Experience
* Familiarity with Client Onboarding systems supporting Wealth Management products
* Project Management Experience; ability to lead projects, programs or processes with business impact involving cross-functional teams in order to achieve optimal results.
* Familiar with the Agile Method of project management.

Shift:

1st shift (United States of America)

Hours Per Week:

40