• Business Solutions Analytics

    Job Locations
    US-CA-San Francisco
    Management Analytics
  • Overview

    As an Associate Director, Business Solutions, in Private Wealth Management (PWM), you will help shape the future of operations and technology by helping to deliver efficient and effective results for our Wealth Management teams and different lines of businesses.  Acting as a conduit between the business and technology teams, you will wear many different hats, with a primary focus on using technologies for impactful process improvement. 


    • Develop a deep understanding of underlying processes used by the front and back office to manage client relationships. Identify opportunities for improving client service and employee productivity and work with operations, business, and technical teams to build tools to achieve these improvements.
    • Identify opportunities for improving business and operational processes, working cross functionally to prioritize, develop and deliver solutions to achieve these improvements.
    • Partner with other teams to execute on strategic initiatives that contribute to driving operational scale and efficiency.
    • Help to support the current PWM Client Relationship Management ecosystem and future roadmap.
    • Discover and synthesize best practices and champion change management in implementations of the ecosystem for new and existing teams.


    • Bachelor’s degree in Business, Finance, or a related field
    • 1-2 years of experience in Business Analysis or a similar function
    • Well-rounded with experience multi-tasking, working in a team environment with an ability to work independently under tight deadlines and a willingness to take ownership of problems
    • Self-motivated with an ability to prioritize, meet deadlines, and manage changing priorities
    • Excellent analytical skills and high attention to detail
    • A degree of comfort with ambiguity and a ‘no task is too small’ mentality
    • Proficient in Microsoft applications
    • Experience in database query languages is preferred


    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed