Transformation Lead – Shared Services
| Company | Focus Financial Partners |
|---|---|
| Location | Albany, NY, USA, New York, NY, USA |
| Salary | $120000 – $140000 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- Minimum of 5 years work experience, with 2+ years in strategic consulting, wealth management, investment banking, or private equity
- Bachelor’s degree from a leading university
- Experience in entrepreneurial environment or financial services and capable of creative thinking and generating innovative solutions
- Excellent interpersonal skills with the ability to build partnerships across the organization
- Strong communication skills and ability to lead meetings and discussions
- Commitment to excellence and follow through
- Self-motivated with a passion for building
- Strong PowerPoint skills required
- Familiarity with technologies that support the wealth management business
- Open to limited amount of travel across the United States
Responsibilities
- Create and design advisor and client solutions (e.g. tax preparation, estate planning) that support the growth of our wealth management business by organizing information required to understand complex business challenges
- Leverage industry knowledge and networks to ensure Focus advisor and client solutions delivers best in class experiences and outcomes
- Develop and deploy appropriate project management methodologies and tools to drive timely delivery of initiatives on budget and with quality
- Manage project risks by actively identifying challenges, developing practical risk mitigants, and escalating to leadership
- Exert influence to drive execution of strategic initiatives and ensure that all client solutions meet key business objectives
- Create project artifacts that evaluate options for execution, memorialize decision making, and drive accountability across the organization
- Act as a liaison between Technology and Wealth Management departments to ensure common understanding of requirements and outcomes
- Prepare presentations to build consensus within the organization on our approach to development and delivery of client solutions
- Coordinate with various team members for ad-hoc reporting needs
- Communicate with stakeholders across the organization on initiative progress, escalating challenges and celebrating successes
Preferred Qualifications
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No preferred qualifications provided.