Onboarding Strategy Executive Director job in New York City, NY| Recruit Arrow
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Title
Onboarding Strategy Executive Director
Location : New York, New York City
Refer job # SBQY338938
 
Job Responsibilities and Requirements: Responsibilities: Manage team of 3-5 employees of varying levels Understand client data model and firm s shift to Goals-Based Wealth Management and its application to the Client Onboarding space and the processes/applications we own. Partner with business areas across the firm, including, but not limited to: advisory/managed, compensation, advisor platform, banking, and lending to define opportunities for integration with the new data model and shifting the business to look at the holistic client rather than groups of accounts Be able to communicate complex details of the model and how it is being leveraged across firm to a senior audience Develop meaningful solutions to critical business issues and to enhance the platform by analyzing user feedback and metrics and collaborating with partners across the organization Develop strategic business requirements to achieve strategic solutions, building solution consensus between business partners, operations, UX, IT, legal, compliance, and risk Facilitate interviews and focus groups with end users to understand business processes and connect-the-dots to other work going on in the space Manage testing completion in coordination with team leads, review testing plans, defects, requirement clarifications, and completion reports to ensure a smooth implementation of enhancements to the account opening and maintenance platform Resolve escalations from senior management, the Service Center, Business Partners, and FAs/CSAs daily Simplify complex technical systems into visual process flows, tables, and PowerPoint presentations Assist with meeting preparation and facilitation Travel may be required when practicable in an effort to support various update rollouts Weekend work may be required when new technology functionality is released 10 years of experience in the financial services industry or 5 years with a concentration in financial planning or account opening Proven and effective people manager Detail-Oriented Thrives in a highly visible, intense work environment Bachelor s degree with strong academic record required Consulting experience preferred Self-starter with exceptional project management skills and ability to work both independently and in a group to drive project to completion Ability to juggle multiple priorities with competing deadlines in a fast-paced environment required Strong analytical capabilities and problem solving skills required Must be able to effectively communicate in both business and technical contexts Strong analytical, process-oriented, problem-solving/issues-resolution skills required Ability to work well with employees across a diverse range of functional groups required Must be able to assume a high level of autonomy quickly Must have ability to build consensus across teams Excellent verbal/written communication and interpersonal skills required Advanced Excel and PowerPoint skills required Working knowledge of Visio and Project a plus Familiarity with digital collaboration tools a plus Executive Director, Onboarding Strategy.
 
 
 
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