US Private Bank Investments Business Management, Associate

Join our dynamic team as a Business Management Associate, where you’ll play a key role in driving strategic initiatives and optimizing business operations. This is an exciting opportunity to develop your skills, collaborate with industry leaders, and make a meaningful impact on our organization’s success.

As a Business Management Associate, you will play a pivotal role in driving strategic initiatives, optimizing operational efficiency, and supporting key business decisions. Join our dynamic team to develop your leadership skills, collaborate across functions, and make a meaningful impact on organizational growth.

As a Business Manager in the US Private Bank Investments business, you will partner with front office investments leadership to optimize business performance by driving key initiatives. The Private Bank serves as a trusted partner to high and ultra-high net worth clients to help them achieve their financial goals. The investments business offers brokerage, investment management and investment advisory services to clients, and is one of the primary growth drivers of the Private Bank.

Business Management optimizes business performance by driving key business initiatives as well as identifying and addressing issues with well thought out solutions. We act as trusted advisors to Business Heads by determining and implementing business strategy as well as identifying, escalating, and mitigating business risks. The role of a business manager is dynamic and can vary from business to business, in line with the priorities of each business.

• Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis
• Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques
• Partner with teams to continually promote the client & advisor experience.
• Communicate effectively with key partners in Legal, Compliance, Risk, Operations, Technology, Digital, Marketing, Strategy, and Supervisory Management to understand projects, determine business requirements, and drive next steps
• Project manage and deliver key work streams and tasks
• Identify key business risks on the platform and drive resolution of mitigating controls
• Support audit, regulatory and compliance deliverables; help drive specific action plans and deliverables
• Participate in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes