Associate
Join our dynamic COO team supporting the Deposits & Cash Management business. We are seeking a highly motivated self-starter to be an Associate within the Deposits and Cash Management COO team to help manage the growing business. This role will report directly to the COO of Deposits and Cash Management and offers a unique opportunity to drive strategic initiatives, enhance operational efficiency, and collaborate across functions in a fast-paced environment. This AVP will be responsible for delivering on initiatives related to business strategy, talent development, budget and expense oversight, administration, and project management. The role offers a unique opportunity to work with internal stakeholders across the U.S. Banks and broader organization, gaining exposure to senior leadership and cross-functional teams. It is an excellent platform to build a foundation in business operations and develop leadership capabilities through hands-on experience managing the front-to-back needs of a high-performing team.
The responsibilities include :
- Deliver strategic and day-to-day operational support to the Deposits & Cash Management team, ensuring alignment with business goals.
- Create and maintain reports, dashboards, and presentation materials for senior management and external stakeholders.
- Partner with Product Leads, Finance, and Bank Business Management to assist with the management of the non-compensation budget process.
- Support project management for high-impact initiatives, tracking milestones, ensuring timely execution and communication of status.
- Identify and implement process improvements to enhance team effectiveness.
- Manage team meeting logistics, including agenda development and preparation of supporting materials.
- Coordinate across internal and cross-functional teams to monitor deliverables and follow up on outstanding items.
Qualifications include :
BA / BS required with 2-3 years of experience in business management or strategy roles, ideally in Financial Services / Wealth Management.Strong project management skills, with a proven ability to lead initiatives, manage timelines, and coordinate across cross-functional teams.Excellent written and verbal communication skills, with the ability to prepare executive level materials and facilitate meetings.Strong analytical and problem-solving abilities, with continuous improvement mindset and attention to detail.Ability to manage multiple priorities in a fast-paced environment, with a high degree of ownership and accountability.Proficiency in Microsoft Office Suite.