Wealth Management - Executive Director, Business Transformation Project Manager

The Business Transformation Office (BTO) leads critical change initiatives that create tangible value for clients and advisors in the $6B+ Wealth Management business. Our programs, sponsored by C‑suite executives, span growth, regulatory, and location strategy. The team partners cross‑functionally with Senior Management, Front Office Advisors, Product Specialists, Legal, Risk, Compliance, Operations, Technology, and Marketing to implement complex, transformational change.

As an Executive Director, Business Transformation Project Manager in our Wealth Management team, you will define, refine, and deliver transformation programs that impact the client and advisor experience. You will leverage your expertise in program delivery, regulatory change, and cross‑functional leadership to implement solutions that support business growth and compliance. If you are enthusiastic, self‑directed, and passionate about leading solutions across organizational boundaries, you may be the perfect fit for our team.

• Guide the delivery of major regulatory and controls initiatives with cross‑functional partners.
• Design and implement compliance strategies by analyzing obligations within existing business models.
• Establish and manage robust governance for ongoing business and controls‑partner engagement.
• Engage product and business stakeholders to own changes required for compliance.
• Lead and influence stakeholders toward effective decision‑making.
• Embrace ambiguity and adapt to shifting priorities.
• Lead individual programs and assist in developing and deploying strategic operating models.
• Organize programs into discrete work streams and engage team members, providing coaching and feedback.
• Conduct key workstream meetings or working groups with functional stakeholders.
• Lead the design and implementation of full operating models, focusing on regulatory obligations and sustainable processes.
• Identify challenges, gaps, and opportunities for improvement, reporting findings clearly.

• Hold an MBA (or equivalent).
• Demonstrate 10 years of project management experience.
• Exhibit expertise in strategic consulting, management consulting, or process improvement.
• Possess knowledge of financial products and commissioned‑based advisor business models.
• Lead compliance, control, or legal initiatives and deliver large‑scale, complex projects from planning to execution.
• Define and analyze problem statements, translating them into solutions.
• Develop detailed operating models for business changes.
• Understand and interpret complex, principle‑based regulations.
• Guide governance processes, highlighting and documenting risks and decisions.
• Leverage understanding of client and advisor wealth management processes.
• Create and deliver compelling presentations for senior leadership.

• Demonstrate experience leading teams through project life cycles and governance tollgates.
• Organize related in‑flight programs with cross‑impact dependencies.
• Analyze and prioritize alternative solutions to achieve results.
• Influence a cross‑functional, diverse environment to change the status quo.
• Forge relationships and build a network throughout the firm.
• Manage a team of skilled project resources, providing effective coaching and feedback.
• Maintain a positive attitude and act as a team player while delivering on high‑priority initiatives.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility.

These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.

We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans