The Head of Planning and Asset Location Analytics is responsible for leading the efforts to create a cohesive strategy that brings together to power of financial planning, asset location optimization and the investment platforms across U.
S. Wealth Management and the Global Private Bank. Through partnership with business leadership, advisors, and technologists, the Product Owner will act as a subject matter expert and be empowered to make decisions that align priorities to ensure successful execution.
The Head of ConnectWealth Platform Execution will define the product vision, goals and objectives, requirements, and prioritize delivery of items to maximize the business value of the initiative.
You will be responsible for cross platform business analysis, management, and execution of business needs across client channels.
Your ability to understand the intricacies of financial planning for the mass affluent, HNW and UHNW client segments will be instrumental in understanding our client base's needs, designing the most effective strategic direction and ensuring proper execution.
You will partner closely with business leadership, advisors, Design, Digital and Technology stakeholders on driving product strategy and development of innovative solutions for our clients and advisors.
Candidates should have excellent written and oral communication skills, strong interpersonal skills, and outstanding analytical and research skills.
In addition to being a seasoned, well-trained professional, the successful candidate should be an analytical thinker with the ability to inspire confidence and have a management style that fosters teamwork and collaboration.
Job Responsibilities Defines strategy and roadmap to achieve vision and business goals : Determine the priority of projects and business capabilities.
Conduct business analysis on the platform to ensure we're executing efficiently. Partners with Investment Solutions and Investments & Advice leadership to deliver features that meet client and business goals, while also meeting control requirements.
Understand client and advisor needs : Have a deep understanding and appreciation of the competitive landscape and invests in a deep understanding of the business opportunity, advisor & client needs and competitive landscape to inform which initiatives and features to pursue.
Participates in research to uncover advisor & client needs, and to inform feature definition so that it is relevant and useful.
KPI's : Drive disciplined performance management by clearly defining and tracking of key performance indicators. Leads the product development lifecycle : Collaborates with other product and requirement owners and designers to deliver end-to-end product and experience.
Partner with Technology to triage issues end to end until full resolution is achieved. Communicate issue resolution to appropriate parties and escalate issue as necessary to ensure proper response.
Establish approach to pilot / rollout new capabilities, including objective / scope, communication, training / support, and feedback / metrics.
Embody true 'customer-obsession' : in identifying and leveraging user data, key performance metrics, industry trends, and varying forms of client and advisor feedback to shape our design and roadmap.
Develop and maintain deep relationships with delivery partners : including senior leaders, Technology and control functions across Wealth Management and the Global Private Bank.
Required Qualifications, Skills and Capabilities 10+ years' experience preferred in Wealth Management, Private Banking, or Asset Management industry, ideally with expertise in financial planning and experience with product management or development.
Knowledge of investment platform capabilities and technologies is a plus. Experience building a strategy and roadmap. Experience managing product delivery across multiple work streams with varying timelines, priorities, and complexities, ultimately launching new / enhanced product to market.
Ability to prioritize projects, say 'no' when required, and ensure our organization is on track to execute and deliver strategic change that meets our goals.
Capability to quickly analyze business practices to identify risk and develop innovative solutions. Familiar with agile methodology and similar processes used by a technology organization to execute.
Demonstrates success working in an agile environment and partnering with scrum teams. Proven ability to execute via successful internal partnerships with other organizations.
Influence peers with diverse points of view and build consensus. Excellent leadership skills and ability to manage multiple stakeholders - Product Cabinet, Business Sponsor, Stakeholder Mapping.
Structured thinker, effective communicator with excellent written communication skills. Ability to crisply articulate complex technical concepts to senior audiences with poise and confidence.
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