Private Wealth Business Enablement Officer

Position Overview:

The Private Wealth Business Enablement Officer will play a key role in the Private Wealth business technology budget prioritization roadmap associated business cases and project lifecycle management. This leader acts as the connective tissue across Private Wealth Technology Operations Compliance Finance and client-facing teams to source and validate requirements size and cost initiatives and scope change across people process policy and platform. The role leads change management for technology-enabled initiatives including training communications and adoption tracking operating Private Wealths strategic program governance and KPI framework. This individual will also represent Private Wealth in all firm-wide enablement initiatives.

Primary Responsibilities:

• Own the development and execution of Private Wealths technology book of work
• Lead the demand intake triage and prioritization process for all Private Wealth technology initiatives
• Maintain an understanding of all strategic initiatives across the business for the purpose of sequencing work and managing dependencies across people process and platforms
• Build robust business cases (problem statement options analysis cost/benefit risks and implementation plan) and facilitate governance approvals
• Define success criteria and KPIs (adoption effectiveness operational and client impact) for all programs and ensure benefits are tracked and realized
• Lead cross-functional requirements creation; document scope assumptions and non-functional needs
• Assess and integrate end-to-end implications beyond technology (process redesign procedures/policies role impacts controls training)
• Ensure critical milestone and readiness gates (requirements sign-off design reviews UAT change management controls) are consistently met
• Lead stakeholder mapping training strategy curriculum/material development communications planning and adoption tracking for all technology-enabled change

Experience & Skills Qualifications:

• Bachelors degree required
• 8 years of experience in Wealth/Asset Management or related financial services with emphasis on technology portfolio management product/portfolio ownership or business transformation
• Demonstrated success leading technology prioritization budgeting and roadmap management within governed portfolios
• Strong business case development skills; proficiency in financial evaluation and trade-off decisioning
• Experience leading cross-functional requirements and scoping operating model/process changes beyond technology
• Proven change management expertise including training and communications for system/process rollouts with measurable adoption outcomes
• Working knowledge of regulatory drivers impacting Private Wealth and implications for technology/process change
• Exceptional stakeholder management influencing and communication skills
• Demonstrated ability to drive business enablement and lead through change
• Highly organized with strong analytical and problem-solving abilities
• Ownership mentality
• Strong attention to detail
• Client prioritization

Compensation Details

Note: No amount of pay is considered to be wages or compensation until such amount is earned vested and determinable. The amount and availability of any bonus commission production or any other form of compensation that are allocable to a particular employee remains in the Companys sole discretion unless and until paid and may be modified at the Companys sole discretion consistent with the law.

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