
Wealth Management Strategic Execution Partner
- Birmingham, AL
- Permanent
- Full-time
- Operates as a strategic partner and liaison for assigned business segment(s), developing and executing transformational strategies
- Supports the full life cycle of strategic projects from inception to execution, formulating solutions to key business issues and opportunities
- Assists with executing both technical and non-technical initiatives, while identifying continuous improvement opportunities
- Performs post-implementation effectiveness reviews
- Assists with identifying unmet needs and goals of assigned business unit(s), performs root cause analysis to recommend, prioritize, and facilitate the appropriate corresponding strategy
- Proactively discovers new opportunities for revenue generation and innovation via extensive customer and market research, monitoring industry & economic trends, conducting competitive analysis, and recognizing potential enhancements
- Partners with Technology, PMO, Marketing, Finance, Data & Analytics, Risk & Compliance, Legal, Procurement, etc.
- May serve as a product owner, maximizing the value of the products used within the business segments, to include management of the product roadmap, budget and backlog.
- Bachelor's degree in appropriate discipline
- Three (3) years of experience in strategic project, product or program management
- Wealth Management experience
- Experience with product management, business case development, cost and risk analysis, and estimation
- Experience in process improvement, project delivery, business/requirements analysis or business operations
- Experience in project and product implementation, communication & change management
- Asset Management, Investment Management and/or Private Wealth Management experience
- Ability to clearly articulate complex concepts, features, and benefits to any audience
- Ability to work well in cross-functional teams and build collaborative relationships across the organization
- Effective listening, analytical and relationship building skills
- Strong communication & negotiation skills
- Working knowledge of Microsoft Office products and applicable databases
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program