Senior Manager, Wealth Management Finance

What is the Opportunity?

As a Senior Manager with Wealth Management Performance Management, you will provide insightful financial analytics & decision support, including funding transfer pricing (FTP), revenue, non-interest expenses (NIE), Enterprise Wide Stress Testing (EWST), and other metrics for the Wealth Management (WM) business. Reporting to the Director Wealth Management (WM) Finance, this position will undertake advisory, analytics and decision support capacity for the WM business and communicate relevant analytical insights to senior Finance and Wealth Management Executives audience.

As a Senior Manager with Wealth Management Performance Management, you will provide insightful financial analytics & decision support, including funding transfer pricing (FTP), revenue, non-interest expenses (NIE), Enterprise Wide Stress Testing (EWST), and other metrics for the Wealth Management (WM) business. Reporting to the Director Wealth Management (WM) Finance, this position will undertake advisory, analytics and decision support capacity for the WM business and communicate relevant analytical insights to senior Finance and Wealth Management Executives audience.

• Develop insightful drivers-based analyses on WM performance using key industry metrics on revenue (including net interest income and FTP), non-interest expense (including allocation), client assets, and balance sheet
• Provide value-added strategic financial advice to senior management including the the Group Executive and WM Operating Committee
• Through value-added advice, enable early identification of opportunities and issues and make actionable strategic recommendations that support long-term segment performance
• Work closely with finance and other business partners to enhance WM Performance Management capabilities and drive continuous improvement
• Collaborate on successfully delivering on a challenging portfolio of projects and initiatives
• Lead WM Finance’s role in reporting and analysis of balance sheet management including various liquidity allocation to the WM Platform, credit, and deposit product profitability analysis
• Take proactive actions to understand capital management including Risk Weighted Assets (RWA) to identify balance sheet opportunities
• Deep-dive analysis on non-interest expense (NIE), including collaborating with T&O and function Finance team to identify potential opportunities for cost savings across the platform
• Lead/assist the design and implementation of new standardized processes to simplify, innovate and automate analysis
• Review EWST model, including model results/documentation and communicate key narratives to a wide array of stakeholders

• Accounting/Finance designation (CPA, CFA, or equivalent)
• 5+ years of related experience within financial services
• Strong verbal and written communication skills to clearly and concisely articulate business performance and analysis
• Previous experience in translating data into compelling visual stories, supporting strategic decision making
• Solid relationship management skills since frequent interaction with key contacts is necessary to be successful in this role
• Attention to detail and organized with a sense of urgency and ability to handle demands from multiple directions and priorities
• Ability to take initiative, coupled with strong problem solving and analytical skills
• Collaborative and team-oriented mindset
• Intermediate/Advanced knowledge of Excel and Power Point

• Previous experience working in the Wealth Management Finance area
• Working knowledge of TM1 and Perspectives and any relational database applications
• Knowledge of Macros/VBA, SQL, and/or Python

• A comprehensive Total Rewards Program including bonuses and flexible benefits
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in an agile, collaborative, progressive, and high-performing team
• The opportunity to interface with senior level executives from many different parts of the organization

Accounting, Analytical Thinking, Balance Sheets, Business…