Business Management, Vice President - Private Bank Latin America Client Service

Job Description

Join our Client Service, Experience and Development Business Management team. Our Team of dedicated Business Managers work hand-in-hand with senior leaders of the Client Service, Experience and Development organization to evolve our business capabilities and drive strategic organizational growth.

As a Vice President in our Business Management team, you will support the Latin America and GFG Client Service organization. You will be the trusted advisor and strategic partner, driving business strategy and growth while optimizing performance. Your expertise will be crucial in managing business risks and controls, ensuring the seamless execution of strategic initiatives. Join us in this dynamic position where you will lead the charge in analyzing service performance, preparing impactful business reviews, and coordinating key events, all while building a robust network with stakeholders. Embrace the opportunity to influence decision-making and propel our practice to new heights.

Job Responsibilities

• Advise the Latin America and GFG Client Service Head and leadership team in all aspects of the business: strategy, controls, people, and performance.

• Lead the development, implementation, and tracking of strategic objectives and key results across the region, ensuring alignment with priorities.

• Promote the optimization of operating models, collaborating with cross-functional teams in Finance, Technology, Operations, Controls, Legal, Risk, Compliance, HR, and Audit.

• Oversee business change management, process improvement, and transformation initiatives, including digital platform enhancements, location strategy, and productivity optimization. Identify, escalate, and mitigate business risks, ensuring robust governance and operational resiliency.

• Present complex data and business narratives to senior leadership, providing clear insights and recommendations on financial and operational trends.

• Deliver executive management reporting, including presentations and value-added analysis, communications, and business reviews for senior stakeholders.

• Represent the business in internal and external working groups, ensuring effective communication and alignment across all levels of the organization, while maintaining business hygiene through compliance, training, access management, and resiliency planning.

• Involve in control initiatives impacting the business, partnering alongside Business Process and Controls, Compliance, Legal, and the Control Managers.

• Work with counterparts in other regions on global initiatives and best practices.

Required qualifications, capabilities and skills:

• 6+ years of relevant experience in the wealth management or asset management industry, or in a consulting, project management, or business management capacity.

• Demonstrates a strong commitment and dedication to their work.

• Possesses exceptional communication abilities, both verbal and written. Capable of drafting clear, concise, and professional written documents, as well as communicating to varying seniority levels.

• Excels in a fast-paced, dynamic environment, effectively managing and prioritizing multiple competing tasks, including amidst high levels of pressure or deadlines.

• Brings a creative spark and a passion for innovation, consistently seeking new ways to enhance our business processes and how we serve our clients.

• Experienced in driving stakeholder agendas, delivering presentations to stakeholders and senior leaders, and articulating rationale in design decisions.

• Exhibits strong analytical, conceptual, and creative thinking skills, with the ability to develop business insights and hypotheses. Comfortable analyzing large data sets and driving conclusions to be presented to senior management. Proficiency in PowerPoint and Excel is required.

• Demonstrates superior judgment and discretion when working with confidential and sensitive information.