New York, NY, USA
12 days ago
Wealth Management – Business Manager, Multi-Asset & Portfolio Solutions, Vice President

Join our Multi-Asset & Portfolio Solutions team as a dynamic Business Manager. Drive growth, implement change, and optimize performance while working with top Business Heads and key stakeholders. Shape strategies, achieve goals, and mitigate risks. Apply now!

As an Vice President on the Business Management team within Multi-Asset & Portfolio Solutions unit you will work with Business Heads and key stakeholders to drive growth and implement change. You will help develop and execute business strategies and priorities, ensuring our firm's goals are clear and achievable. Your work will focus on optimizing performance through key initiatives. As trusted advisors Business/Group Heads, you will identify, escalate, and mitigate operational business risks.

Job responsibilities:

Collaborate with Business Heads to execute and provide strategic advice on business priorities. Align business goals and objectives with priorities and initiatives, serving as a thought partner to Business Heads on key business decisions. Lead high-impact initiatives to drive innovation and transformation across managed solutions platforms. Communicate effectively with key business partners, including portfolio management, manager research, alternative research, and sustainable investing, to understand projects and drive next steps. Provide a high level of responsiveness to executive ad-hoc requests related to results, presentation development, and analysis for key stakeholders. Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in PowerPoint techniques. Create management presentations and reporting for senior management. Project manage and deliver key workstreams and tasks. Identify key business risks on the platform and drive the resolution of mitigating controls. Participate in collaborative initiatives with team members and global managers, continually seeking ways to simplify, improve, and add value to existing business processes. Build an understanding of current-state processes and identify weaknesses, gaps, and opportunities for improvement. Collaborate with functional partners across the organization to help achieve business objectives.

Required qualifications, capabilities, and skills

At least 6+ years of relevant experience in the wealth management or asset management industry, or in a consulting, project management, or business management capacity. Demonstrates a strong commitment and dedication to their work. Possesses exceptional writing abilities, capable of drafting clear, concise, and professional documents and communications. Excels in a fast-paced, dynamic environment, effectively managing multiple tasks and priorities, even amidst high levels of activity and noise. Brings a creative spark and a passion for innovation, consistently seeking new and improved ways to serve clients and enhance processes.  Experienced in driving stakeholder agendas, delivering presentations to stakeholders and senior leaders, and articulating rationale in design decisions. Exhibits strong analytical, conceptual, and creative thinking skills, with the ability to develop business insights and hypotheses. Comfortable analyzing large data sets and driving conclusions and strategies to be presented to senior management. Proficiency in PowerPoint and Excel is required. Demonstrates superior judgment and discretion when working with confidential and sensitive information. Shows a genuine interest and knowledge of global markets, and solutions used by affluent or high-net-worth individuals and families.
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