The Business Associate is a senior level position responsible for the overall administrative activities of a business. These tasks may include managing external audits, business continuity activities or addressing regulatory issues. The Business Associate may coordinate and manage activities such as the tracking of business financials, employee headcount and other administrative needs as necessary. May manage ad hoc projects as requested.

Responsibilities:

• Design, build, and maintain a centralized reporting suite to track key performance indicators (KPIs), business drivers, and the financial impact of strategic programs.
• Perform deep-dive analysis to identify trends, risks, and opportunities across the Wealth business.
• Develop analytics to track value realization from key investments and initiatives.
• Ensure data quality and integrity in all reporting and analytics deliverables.
• Serve as communications lead on strategy development and execution for internal business messaging
• Collaborate effectively with partners in Finance, Technology, Risk, and the Front Office to gather data, align on metrics, and deliver insights.
• Prepare and present findings to senior management to support strategic decision-making.
• Advance organization/people strategy goals including communications strategy, talent strategy, and employee engagement initiatives
• Drive productivity/ cost savings initiatives in partnership with the senior management team

Recommended Qualifications:

• 10-16 years of experience in financial services, with a significant portion in wealth management, business management, strategy, or a related analytics function.
• Deep understanding of the wealth management value chain, products, and key business drivers.
• Exceptional analytical and quantitative skills; ability to translate complex data into actionable insights.
• Proficiency with data analysis and visualization tools (e.g., SQL, Python/R, Tableau, Power BI).
• Strong understanding of financial modeling and business case development.
• Excellent verbal and written communication skills, with the ability to create compelling presentations and influence senior stakeholders.
• Strong project management skills and ability to manage multiple priorities in a fast-paced environment.

Education:

• Bachelor’s Degree/University degree or equivalent experience
• Master’s degree preferred

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Job Family Group:

Business Strategy, Management & Administration

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Job Family:

Business Execution & Administration

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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