Business Strategy Wealth Management Operations – Vice President

Step into a high-impact leadership role where you will partner directly with senior leaders, shape strategic initiatives, and promote operational excellence across the organization. As a trusted advisor to the Head of Trusts & Estates and Tax Operations (TETO), you will influence key decisions, collaborate with top leaders, and make a visible difference in the success of the Trusts & Estates and Tax Operations (TETO) organization.

As a Vice President of Business Management within the Trusts & Estates and Tax Operations (TETO) team, you play a pivotal role in shaping strategic initiatives and supporting leadership to achieve business goals. You oversee headcount and resource allocation, ensuring operational efficiency and partnering with leaders across finance, business management, and transformation to align strategies and deliver results. You analyze business performance, provide actionable insights to guide decision-making, and prepare comprehensive reports for senior leadership.

You foster effective communication across teams and promote a culture of continuous improvement. In this dynamic environment, you will use your leadership, analytical, and communication skills to tackle complex business challenges and make a meaningful impact.

Job responsibilities:

• Plan, monitor, and report on business operations and strategic initiatives to support organizational objectives.
• Drive and support leadership in achieving business goals for Trusts & Estates and Tax Operations (TETO).
• Lead and help manage Trusts & Estates and Tax Operations (TETO) headcount, including resource planning and strategy.
• Partner with Trusts & Estates and Tax Operations (TETO) leaders, finance, business management, and transformation partners to align and drive strategies and initiatives.
• Analyze business performance and provide actionable insights to inform decision-making.
• Prepare and present comprehensive reporting, including business reviews, OKRs, and ad hoc requests to senior leadership.
• Facilitate effective communication across teams.
• Foster a culture of continuous improvement and operational excellence.
• Manage confidential information.

Required qualifications, capabilities, and skills:

• Bachelor’s degree in Business Administration, Finance, or related field.
• Ten or more years of experience in business management, strategy, or related roles.
• Proven leadership and team management skills.
• Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills.
• High level of integrity, professionalism, and attention to detail.
• Ability to partner/collaborate effectively with business and functional stakeholders across the organization.
• Demonstrated ability to manage complex business challenges in a fast-paced environment by quickly and effectively responding to rapidly changing business needs and urgent requests.
• Ability to think/act strategically and comfortable working independently.
• Experience establishing and meeting goals, tracking and driving enhancement opportunities, and presenting progress.
• Strong proficiency in Microsoft Office Suite.