PageGroup - New York, NY
posted 3 months ago
The Business Objectives Implementation Associate will play a crucial role in the Implementation Team, which is dedicated to overseeing High Net Worth client services. This includes administration, training, and supervision, supporting approximately 45 teams across Portfolio Management, Wealth Advisory, and Trust Company. The associate will serve as the primary liaison between client-facing teams, Technology, and Operations, with a focus on enhancing and maintaining the complex operating platform that supports these services. In this position, the associate will be responsible for developing a comprehensive understanding of the functions, systems, and processes within the Private Wealth (PW) business. This understanding will enable them to identify and propose both tactical and strategic solutions to address deficiencies and capitalize on opportunities within business processes. The associate will proactively suggest improvements and innovations by synthesizing insights from various areas of the organization. The role requires mastering relevant technology platforms and collaborating with business users to identify enhancement opportunities and priorities. The associate will also participate in user acceptance testing of new applications and systems to ensure they meet the needs of the business. Additionally, the associate will contribute to change management efforts by designing and implementing strategies, conducting training sessions, and managing stakeholder engagement to facilitate the smooth adoption of new systems and processes. Analyzing data exception themes will be a key responsibility, as the associate will need to identify root causes and recommend system enhancements to prevent recurring issues. This will involve participating in daily operational activities, approvals, controls, reporting, and ad-hoc projects to ensure the overall efficiency and effectiveness of the implementation team.