<p>JobID: 210693267</p> <p>Category: Sales Support</p> <p>JobSchedule: Full time</p> <p>Posted Date: 2025-12-11T14:11:20+00:00</p> <p>JobShift: Day</p> <p>Base Pay/Salary: New York,NY $71,250.00-$115,000.00</p> <p>The U.S. Wealth Management business is dedicated to helping investors achieve their long-term financial goals. This business operates in a highly dynamic environment, driven by the rapid evolution of customer behavior. These changes present both challenges in adapting to meet client needs and opportunities to enhance the efficiency and effectiveness of service delivery.</p> <p>Currently, U.S. Wealth Management is experiencing significant growth, with a strategic emphasis on expanding its remote advice wealth management channel. The National Branch Business Management team plays a pivotal role in driving key initiatives that optimize business performance and shape the organization's future direction.</p> <p>Job Summary:</p> <p>As the Business Management Associate you will work directly with the CEO of National Branch and Head of Advisory, gaining broad exposure to all aspects of the business, including HR, finance, operations, sales strategy, product, and marketing. Based in New York, this highly visible and dynamic position is responsible for leading executive communications, managing impactful projects, and providing insightful business analysis. The ideal candidate will demonstrate the ability to solve complex challenges, navigate tight deadlines, balance competing priorities, and collaborate effectively with senior management, contributing to the ongoing success of the organization.</p> <p>Job Responsibilities</p> <ul> <li>Executive Support: Partner with the CEO of National Branch and the Senior Management Team to manage daily business operations, support strategic planning, and execute key initiatives. </li><li>Meeting & Event Coordination: Organize and facilitate agendas for key management meetings, town halls, offsites, and recognition events, ensuring productive and efficient outcomes. </li><li>Project Management: Lead cross-functional projects, quickly mobilizing teams to solve complex problems and deliver actionable business recommendations for senior decision-making. </li><li>Business Support: Support ad-hoc requests for project management, business analysis, and presentation development. </li><li>Process Improvement: Collaborate with field teams to simplify, improve, and add value to existing business processes. </li><li>Stakeholder Communication: Serve as key contact to communicate effectively with key business partners to understand project requirements, drive next steps, and ensure alignment. </li><li>Resource Management: Collect, maintain, and organize internal resources and documentation on collaboration platforms such as SharePoint. </li></ul> <p>Required qualifications, capabilities, and skills:</p> <ul> <li>Experience: A minimum of 3 years' experience in financial services, wealth management, business management, or COO roles. </li><li>Technical Proficiency: Advanced skills in Excel, PowerPoint, and Word; familiarity with SharePoint, Adobe PDF. </li><li>Communication: Excellent interpersonal and written communication skills, with the ability to engage and influence stakeholders at all levels. </li><li>Analytical Skills: Ability to transform quantitative and qualitative information into compelling business arguments and recommendations. </li><li>Project Management: Proven ability to manage and deliver high-profile projects in a fast-paced, fluid environment with multiple stakeholders. </li><li>Collaboration: Strong partnership skills with key stakeholders, management, and colleagues across business lines. </li><li>Organization: Detail-oriented, highly organized, and able to prioritize multiple deliverables under tight deadlines. </li><li>Judgment & Discretion: Superior judgment and discretion when handling confidential and sensitive information. </li><li>Adaptability: Comfortable with change and ambiguity; proactive self-starter who thrives in a dynamic environment. </li><li>Time Management: Strong time management and prioritization skills, with a sense of urgency and ability to multi-task. </li></ul> <p>Preferred qualifications, capabilities, and skills:</p> <ul> <li>Bachelor's degree required; advanced degree or relevant certifications preferred. </li><li>Wealth Management experience is preferred. </li></ul>