**Essential Duties and Responsibilities** + Lead the launch of new businesses, products, and investment capabilities with a strong focus on delivering positive client outcomes and seamless end-to-end user experiences. + Apply deep expertise in Wealth Management, Asset Management, and Investment Banking products to inform product strategy and development. + Manage the full strategy lifecycle, including opportunity identification, strategic planning, business transformation, and implementation. + Conduct competitive assessments, including peer benchmarking and analysis of market trends and innovation. + Develop compelling business cases to support the firm’s multi-year corporate strategy and planning initiatives. + Identify and evaluate opportunities to enhance and differentiate the firm’s product platform and capabilities. + Support the Proprietary Capital Committee (PCC) by reviewing investment proposals, preparing reports, and coordinating cross-functional stakeholder input. + Contribute to the governance and continuous improvement of investment-related policies, procedures, and internal controls. + Participate in the due diligence process for new and existing investments, including assessments of business, financial, legal, and compliance. **Knowledge of** + Consumer Banking and Insurance Products. + Alternative Investments. + Institutional Equity and Fixed Income Investment Solutions. + Asset Management. + Private Investments. + Financial Statement Analysis + Bank Holding Company Act + Understanding of current financial markets and economic events. **Skill in** + Advanced skills with Microsoft Office Suite, especially Excel and PowerPoint. + Enthusiasm for problem-solving through both qualitative and quantitative analysis. + Self-starter who is proactive, intellectually curious, and has ability to seek out projects independently. + Strong communication skills, both verbal and written, as well as a collaborative mindset and approach to work. + Exceptional organization skills and keen attention to detail and accuracy. + Interpersonal communication sufficient to interact with associates at all levels. **Ability to** + Work with senior executives to develop a strategic vision and roadmap for onboarding products and services. + Identify opportunities and capabilities to create an industry-leading product platform + Collaborate with stakeholders and work with cross-functional teams in the assessment of new opportunities and initiatives + Organize, manage, and track multiple detailed tasks, exhibiting an advance level of project management and presentation skill sets. + Self-start and work independently with limited direction or supervision. + Maintain high level of discretion in dealing with confidential information.Exhibit professionalism and ability to present to senior and executive management. *****SIE not required*****