Business Objectives Implementation Associate

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Job description

We seek a Business Objectives Implementation Associate to join our client's Implementation Team. This Team oversees High Net Worth client services, including administration, training, and supervision, supporting around 45 teams in Portfolio Management, Wealth Advisory, and Trust Company. They act as the main liaison between client-facing teams, Technology, and Operations, working to enhance and maintain their complex operating platform.

Client Details

A Wealth Management Firm known for its extensive range of financial products and services, including asset management, risk management, and advisory services.

Description

• Act as a liaison between client-facing Private Wealth teams, Technology, Operations, and Legal & Compliance, developing a comprehensive understanding of functions, systems, and processes across the PW business.
• Identify and propose tactical and strategic solutions for addressing deficiencies and opportunities in business processes, and proactively suggest improvements and innovations by connecting insights from various areas.
• Master relevant technology platforms and collaborate with business users to pinpoint enhancement opportunities, priorities, and participate in user acceptance testing of new applications and systems.
• Contribute to change management by designing and implementing strategies, conducting training sessions, and managing stakeholder engagement to ensure smooth adoption of new systems and processes.
• Analyze data exception themes, identify root causes, and recommend system enhancements to prevent recurring issues, while participating in daily operational activities, approvals, controls, reporting, and ad-hoc projects.

THIS CLIENT IS ONLY REVIEWING PROFILES FOR THOSE ALREADY LOCATED IN THE TRI-STATE AREA.

Profile

• Proven track record of academic and professional success with 2-5 years of experience in financial services, including familiarity with private wealth business, investment advisory, and asset allocation frameworks.
• Driven by intellectual curiosity and a collaborative spirit, excelling in taking on new challenges and thriving in environments of ambiguity and change.
• Confident in working with individuals and teams across the Private Wealth business, demonstrating strong organizational and stakeholder engagement skills with excellent follow-through.
• Skilled in managing deliverables and projects both independently and collaboratively, with an innovative approach to presentations, business communications, and oral presentations.
• Experienced in program and project implementation, user adoption, and proficient in Salesforce (CRM), with additional experience in New Account Opening, Client Reporting, and Portfolio Accounting systems considered a plus.
• Highly proficient in Microsoft Word and Outlook, and exceptionally skilled in PowerPoint, and Excel (including VLOOKUP and Pivot Tables), with the ability to analyze large data sets, identify patterns, and create visuals.
• Tableau experience is preferred

Job Offer

This position offers great pay and benefits!

Apply today using the link and your resume will be reviewed within 24 hours!

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

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