Responsibilities

• Identify improvements and efficiencies
• Coordinate across different functions to present a unified point of view in strategic discussions and presentations
• Execute tasks quickly and accurately
• Handle high-pressure situations and tight deadlines with clarity and control
• Demonstrate enthusiasm for the business and eagerness to work on any task that adds value
• Create strong PowerPoint presentations that effectively convey our strategic narrative to business partners and senior leadership
• Build and maintain collaborative relationships and influence across teams and functions
• Develop, coordinate, and execute projects in partnership with Marketing leadership teams across the Global Private Bank
• Manage and govern the communication process across the marketing management team and the broader marketing team
• Plan, organize, and manage follow-up items for marketing management team meetings and other internal meetings
• Manage strategic budget planning—prioritize initiatives and track progress against key metrics

Requirements

• 3+ years of experience, with exposure to or involvement in Wealth Management
• Bachelor’s degree
• Strong project and people management skills
• Excellent written and oral communication skills, with the ability to deliver messages clearly and succinctly
• Demonstrated ability to multi-task and re-prioritize quickly
• Advanced expertise in PowerPoint

Benefits

• comprehensive health care coverage
• on-site health and wellness centers
• retirement savings plan
• backup childcare
• tuition reimbursement
• mental health support
• financial coaching and more