Join our Investment Solutions team as a dynamic Business Manager. Our team of dedicated Business Managers partners closely with senior leaders in the Managed Investments organization to evolve our business capabilities and drive strategic growth.

As an Associate on our Business Management team, you will support the Managed Investments Program and Advisor Experience Teams. This group plays a pivotal role driving the execution of our flagship ConnectWealth program—a transformative initiative designed to revolutionize our managed accounts operating model and deliver an innovative, intuitive technology platform across multiple lines of business and functions. 

In this high-impact role, you will contribute to both advisor engagement and platform deliverables. You’ll play a key role in fostering advisor engagement and accelerating adoption of the ConnectWealth platform, ensuring our technology transformation delivers real value and is embraced across the organization. This is a unique opportunity to drive meaningful change for thousands of advisors and their clients, while helping to orchestrate one of the industry’s most significant technology advancements.

Job responsibilities

Support execution of the ConnectWealth 2026 roadmap by tracking milestones and deliverables across USPB, CWM, and IPB; assist with coordination between product, technology, and adoption teams to help ensure on-time delivery of platform featuresServe as a point of contact for senior leadership, product owners, and cross-functional partners; facilitate regular updates, issue escalation, and alignment on business prioritiesCollaborate with the engagement and adoption team to help optimize advisor experience, support training and migration events, and drive widespread platform adoptionAssist with budgeting, forecasting, and financial tracking for the ConnectWealth program; monitor resource allocation and business case metrics to ensure delivery against $1B incremental revenue targetSupport risk management and compliance adherence for platform migrations and new feature rollouts; help ensure controls are in place for onboarding, fee policy, and regulatory requirementsDevelop and deliver management reporting, including progress against roadmap milestones, advisor adoption metrics, and business impact analysis for senior leadership and the AWM Operating CommitteeIdentify and implement process improvements to streamline platform delivery, advisor onboarding, and cross-team collaborationSupport change management initiatives, including communication planning, training coordination, and feedback loops with advisors and stakeholders

Required qualifications, capabilities, and skills

5+ years’ experience in the financial services industry, with exposure to Wealth or Asset ManagementExcellent presentation and communication skills; delivering messages clearly and succinctly with tailored approach depending on target audienceAbility to build strong working relationships and influence a wide range of stakeholders, including executive managementStrong project management skills, with emphasis on controls and focus on process improvementExcellent analytical skillsPro-active and problem-solving mindset with ability to identify, clearly present and implement solutions