drjobs KYC Operations Business Manager - Vice President

KYC Operations Business Manager - Vice President

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1 Vacancy
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Job Location drjobs

Plano, TX - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Description

Join the Commercial & Investment Bank (CIB) Finance & Business Management (F&BM) team as a strategic analytical and energetic professional supporting the Wholesale KYC Operations (WKO) team with Client Onboarding & Documentation (CO&D). This high-impact leadership role ensures senior management across the CIB has visibility into major initiatives business metrics financials and data insights to achieve strategic objectives.

As a Business Manager Vice President in the CIB F&BM team you will partner closely with senior Operations leaders and key partners across CIB Finance Business Management and Data & Analytics teams to enable effective end-to-end execution. Your role involves budgeting forecasting executive presentations and impactful data analysis to support WKO strategy.

Job Responsibilities:

  • Partner with WKO and CIB F&BM team to budget and forecast headcount and direct expenses.
  • Participate in activity-based costing to allocate expenses across products and LOBs.
  • Prepare executive presentations packaging projections and performance trends into cohesive stories.
  • Design management reporting packages to communicate business results transparently.
  • Coordinate deliverables with business managers finance project managers and other F&BM teams.
  • Analyze large data sets to create impactful analysis for WLS strategy development.
  • Create executive-level presentations using PitchPro.
  • Communicate directly with senior stakeholders demonstrating strong professional presence.
  • Collaborate with peers across business and staff areas to achieve goals.
  • Influence colleagues at all levels in the business.
  • Develop strong positive relationships with business stakeholders.

Required Qualifications Capabilities and Skills:

  • College degree.
  • Minimum of 5 years of relevant experience in banking or Financial Services.
  • Strong presentation skills and ability to tell the story on initiatives.
  • Ability to work collaboratively and develop strong partnerships with multiple levels of employees.
  • Strong oral and written communication skills.
  • Ability to handle multiple priorities and produce successful results in a fast-paced environment.
  • Ability to interpret and present complex data.
  • Mature independent highly organized self-motivated and a team player.
  • Strong PowerPoint and Excel skills required.

Preferred Qualifications Capabilities and Skills:

  • Ability to achieve goals without direct control over all resources.



Required Experience:

Chief

Employment Type

Full-Time

Company Industry

Department / Functional Area

Finance

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