Manager, Business Services Initiatives

Lead the expansion and optimization of digital delivery capabilities to improve client engagement and administrative efficiency.,Develop strategies to accelerate adoption of eDelivery solutions across advisor networks and client segments.,Partner with cross-functional teams to refine user experience, address barriers, and track adoption metrics.,Redesign end-to-end ad-hoc mailing workflows to reduce costs, ensure quality, and maximize efficiencies.,Establish KPIs to monitor process efficiency and client satisfaction.,Integrate digital alternatives for ad-hoc mailings where feasible, ensuring compliance with regulatory requirements.,Lead cross-functional teams in executing sanctioned securities activities.,Maintain and enhance standardized processes to plan and execute remediations.,Support the rollout of the client statement strategy, encompassing business testing, disclosure review, and identifying opportunities for enhancements.,Provide expert support for field/client inquiries, creating resources (e.g., FAQs) and resolving escalated issues.,Integrate industry insights and field feedback to refine client statements, ensuring alignment with evolving client needs and market trends.

5+ years' experience in wealth management products, investment solutions, and securities/financial markets.,Proven ability to lead regulatory/industry initiatives and direct cross-departmental teams.,Experience in strategy development, prioritization, and value-chain analysis.,Strong project management and tech/operational acumen.,Ability to analyze complex issues, develop creative solutions, and drive hands-on implementation in fast-paced environments.,Expertise in facilitation, conflict resolution, and strategic influencing/negotiation to build consensus across all organizational levels.,Skilled at managing competing priorities with precision and providing team direction.

Must be willing to travel (0-20%)