Transformation Lead, Shared Services

Key Responsibilities

• Create and design advisor and client solutions (e.g. tax preparation, estate planning) that support the growth of our wealth management business by organizing information required to understand complex business challenges
• Leverage industry knowledge and networks to ensure Focus advisor and client solutions delivers best in class experiences and outcomes
• Develop and deploy appropriate project management methodologies and tools to drive timely delivery of initiatives on budget and with quality
• Manage project risks by actively identifying challenges, developing practical risk mitigants, and escalating to leadership
• Exert influence to drive execution of strategic initiatives and ensure that all client solutions meet key business objectives
• Create project artifacts that evaluate options for execution, memorialize decision making, and drive accountability across the organization
• Act as a liaison between Technology and Wealth Management departments to ensure common understanding of requirements and outcomes
• Prepare presentations to build consensus within the organization on our approach to development and delivery of client solutions
• Coordinate with various team members for ad-hoc reporting needs
• Communicate with stakeholders across the organization on initiative progress, escalating challenges and celebrating successes

Qualification & Requirements

• Minimum of 5 years work experience, with 2+ years in strategic consulting, wealth management, investment banking, or private equity
• Bachelor’s degree from a leading university
• Experience in entrepreneurial environment or financial services and capable of creative thinking and generating innovative solutions
• Excellent interpersonal skills with the ability to build partnerships across the organization
• Strong communication skills and ability to lead meetings and discussions
• Commitment to excellence and follow through
• Self-motivated with a passion for building
• Strong PowerPoint skills required
• Familiarity with technologies that support the wealth management business
• Open to limited amount of travel across the United States

Benefits

No Information Available