Senior Associate, Global Client Group

Added
4 days ago
Type
Full time
Salary
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Related skills

project management stakeholder management wealth_management

πŸ“‹ Description

  • Develop and implement strategic initiatives for Global Client platforms.
  • Analyze market trends, opportunities, and competitor positioning.
  • Identify best practices to boost efficiency and scalability.
  • Oversee initiatives from inception to execution with cross-functional teams.
  • Prepare presentations and strategic recommendations for senior leadership.
  • Collaborate with internal teams and external partners to support objectives.

🎯 Requirements

  • Bachelor's Degree.
  • 3-5 years in strategy, project management, private markets, or asset management.
  • Ability to manage multiple projects in a fast-paced environment.
  • Excellent communication and presentation skills for senior executives.
  • Self-starter with accountability and urgency.
  • Experience with global wealth management strategies is a plus.

🎁 Benefits

  • Medical, dental, and vision benefits
  • Health Savings Account with employer contribution
  • Company-paid life and disability insurance
  • 401(k) with company match
  • Generous PTO including holidays and leave
  • Wellness program and prizes
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