Technology Business Management - Wealth Management -Associate

What if your ability to connect the dots, tell a compelling story, and bring order to complexity could shape the future of Wealth Management Technology? This is your chance to sit at the intersection of business strategy and technology execution within one of the world's most respected financial institutions. You'll partner with leaders across Product, Finance, Data, and Design to ensure that strategic priorities translate into real results. Every day brings a new challenge — from preparing executive-level materials to streamlining processes that impact thousands. If you thrive in fast-paced, collaborative environments where your organizational skills and analytical mindset make a visible difference, this role was built for you.

As a Technology Business Management Associate in Wealth Management Technology, you will play a key role within the broader Product, Experience and Technology team, helping to shape and execute strategic priorities across the platform. You'll gain firsthand exposure to Wealth Management's technology investment processes while partnering with leaders across Business, Finance, Product, Data, and Design. Your work will range from preparing executive-level materials and coordinating leadership communications to managing initiatives that optimize how we operate. This is an opportunity for you to bring your organizational talent, analytical thinking, and collaborative spirit to a team that values clarity, precision, and impact.

Job Responsibilities

• Partner with the Technology Business Manager to execute strategic analyses, prepare for key meetings, and coordinate platform priorities and day-to-day activities
• Prepare materials and content for business unit reviews, leadership updates, and other executive-level meetings
• Coordinate internal communications — including offsites, weekly, monthly, and quarterly leadership updates — by integrating content from multiple partners and function-aligned business managers
• Respond to executive ad-hoc requests related to project management, presentation development, and business analysis with a high level of quality and timeliness
• Communicate progress on the portfolio to key business partners and internal stakeholders in a clear and consistent manner
• Manage and deliver key workstreams and tasks from initiation through completion
• Prepare materials for town halls, employee recognition events, and strategy working sessions
• Collaborate with cross-functional teams across Product, Finance, Data, and Design to align on priorities and outcomes
• Identify opportunities to streamline processes and improve operational efficiency across the platform
• Synthesize complex information into clear, visually compelling presentations and reports for senior leadership
• Support team coordination efforts to ensure alignment across multiple lines of business and shifting priorities

Required Qualifications, Capabilities, and Skills

• 3 years of experience in project management, communications, operations, or strategic planning
• Demonstrated ability to produce high-quality presentations and reports for executive audiences under tight deadlines
• Intermediate to advanced proficiency in Microsoft Excel, including pivot tables and data analysis
• Intermediate to advanced proficiency in Microsoft PowerPoint, including design and layout best practices
• Excellent written and verbal communication skills with the ability to tailor messaging to different audiences
• Meticulous attention to detail with a continuous focus on design and content excellence
• Proven ability to manage multiple priorities simultaneously and meet deadlines in a fast-paced environment
• Experience coordinating across multiple teams or stakeholders to deliver integrated outcomes
• Comfort working with data to inform business decisions and support strategic analyses

Preferred Qualifications, Capabilities, and Skills

• Bachelor's degree in Business, Finance, Communications, Technology, or a related field
• Background in or familiarity with Wealth Management products, services, or operations
• Experience working within or alongside Technology organizations
• Familiarity with technology investment processes, portfolio management, or business management functions
• Experience preparing materials for senior or executive-level leadership in a large corporate environment
• Proficiency in additional Microsoft Office tools such as Word, Teams, and SharePoint
• Exposure to data visualization tools or platforms that support reporting and storytelling