Job Description
A leading wealth management company is seeking a talented individual to join its team as a Senior Associate. The successful candidate will play a vital role in driving key projects, shaping strategy, and facilitating change within the company.
Key Responsibilities:
- Identify and implement opportunities for growth and improvement
- Enhance relationship management functions and identify partnership opportunities
- Collaborate with department heads to develop and execute strategic projects
- Report on project progress to senior leadership
- Stay up-to-date on wealth management and digital transformation best practices
- Shape strategy and create actionable plans with senior management
- Drive business process improvement and change management activities
- Support senior leadership in delivering business plans
- Analyze department struc...
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