Wealth Project Manager

Overview

• Lead strategic process transformation initiatives within the Private Wealth business, driving operational efficiencies and scalability.
• Collaborate with senior stakeholders to align organizational goals with future-state operating models.
• Develop and implement change management frameworks to ensure seamless adoption of new processes.
• Architect innovative solutions to modernize operations while maintaining compliance and service quality.
• Champion continuous improvement culture and operational excellence within the Private Wealth business.
• Provide executive-level recommendations on governance, role alignment, and workflow redesign.
• Monitor performance metrics and ROI of implemented changes to ensure sustainability.
• Collaborate with Finance and HR teams to integrate capacity and financial modeling insights.

Key Responsibilities & Duties

• Lead diagnostic evaluations of current processes and workflows within the Private Wealth business.
• Identify inefficiencies and prioritize process enhancements using advanced analytical frameworks.
• Design and deploy scalable solutions to optimize operations and improve client experiences.
• Develop future-state operating models with clearly defined workflows, KPIs, and success criteria.
• Partner with leadership to align operational strategies with business objectives.
• Establish governance frameworks to monitor the effectiveness of implemented changes.
• Drive adoption of new processes through training programs and enablement resources.
• Serve as a subject matter expert for operational excellence and continuous improvement.

Job Requirements

• Bachelor’s degree in Business Administration, Finance, Operations Management, Engineering, or a related field required; MBA preferred.
• 8+ years of experience in process improvement, operational excellence, or strategic program management.
• Deep expertise in financial services, with private wealth management experience preferred.
• Proficiency in process mapping, workflow analysis, and operational efficiency frameworks.
• Mastery of change management principles and driving adoption in complex organizations.
• Exceptional ability to influence senior leadership and align cross-functional teams.
• Advanced financial modeling skills for evaluating business opportunities and operational efficiency gains.
• Outstanding executive communication skills with the ability to distill complexity into clear narratives.