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WMO Business Support Manager – Metric Reporting & Oversight

In United States

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WMO Business Support Manager – Metric Reporting & Oversight   

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JOB TITLE:

WMO Business Support Manager – Metric Reporting & Oversight

JOB TYPE:

JOB SKILLS:

JOB LOCATION:

Chandler, AZ | Jacksonville, FL | Pennington, NJ United States

JOB DESCRIPTION:

LOB Specific Description:

 

The Wealth Management Operations (WMO) Business Management Operations or COO Team provides horizontal business operations and change management capabilities across Wealth Management Operations including performance reporting, business continuity, real-estate planning, employee communications, and operational excellence | simplify & improve (SIM).

 

The Metric Oversight Lead within WMO Business Management Operations is responsible for the daily operations of key horizontal metric oversight and routine reporting required control metrics specific to WMO. The Metric Oversight Lead will work closely with the Front Line Unit risk and business support teams, as well as senior leadership to support executive and business management routines including, but limited to:

  • Creating business summaries (business performance, strategic initiatives, business reviews, and KPIs)
  • Works directly with the existing business management team to build reports and manage supporting functions
  • Works directly with key business resources to address project, program, and information needs
  • Annual metric refresh routines for KPI, KRI, COPP and LE metrics
  • Capture key project metrics and information for executive level reporting
  • General ad-hoc requests for executive level meetings, as needed
  • Project management for metric related initiatives

 

Required Skills:

  • 5+ years of relevant business experience
  • 2+ years of prior business/risk management, quality assurance, capacity reporting and/or metric reporting experience
  • Prior experience with Operational Excellence and Single Process Inventory as well as the ORCIT and Process Owner Portal (POP) applications used for metric reporting
  • Advanced PowerPoint and Excel skills with the ability to develop presentations, create pivot tables, VLOOKUPs, and analyze large sets of data
  • Experience creating and delivering executive level presentations
  • Ability to execute and deliver results with minimal supervision
  • Proven analytical mindset and quantitative capabilities, with some experience working with large data sets
  • Flexibility with ability to handle a variety of tasks and projects independently
  • Proven ability to lead and consult both vertically and horizontally with Senior Executives and key partners (Executive Presence)
  • Strong communication skills - written and verbal across multiple levels of an organization; able to influence/challenge and negotiate to keep all parties engaged in the process; establish partnerships; leading larger group meetings via conference calls
  • Highly organized with a self-starter attitude and ability to execute in a fast-paced environment with competing priorities
  • Exceptional attention to detail and the ability to hold others accountable without direct supervision
  • Proven ability to provide comprehensive solutions to complex needs and/or problem
  • Experience with process improvement and proven ability to analyze a process and make recommendations for change

 

Desired Skills:

  • Advanced Excel and PowerPoint skills
  • Advanced Access skills
  • Proficient with SharePoint and Visio
  • Project Management experience
  • Six Sigma Green Belt Certified

 

Enterprise Overview:

 

Manages diverse administrative functions usually for a very large, complex department or business unit. Functions managed may include: financial control/budgeting and consolidation, personnel processes, audit/compliance, premises, and coordination of certain projects, associate training, service quality, process improvement, business continuity, or communication. May consult with senior management to define and manage projects that encompass and impact many associates. Requires a thorough knowledge of the department or business unit's functional area or products. Working knowledge of general bank policies, programs and procedures and financial/accounting practices. May have full management responsibility over a team or may manage one level of managers.

Position Details

POSTED:

Sep 30, 2022

EMPLOYMENT:

INDUSTRY:

SNAPRECRUIT ID:

S16570656602986342

LOCATION:

United States

CITY:

Chandler, AZ | Jacksonville, FL | Pennington, NJ

Job Origin:

OORWIN_ORGANIC_FEED

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In Dallas Fort Worth
Aug 19, 2017 9am-6pm
All job seekers welcome!

WMO Business Support Manager – Metric Reporting & Oversight    Apply

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<div> <p><b>LOB Specific Description:</b></p> <p> </p> <p>The Wealth Management Operations (WMO) Business Management Operations or COO Team provides horizontal business operations and change management capabilities across Wealth Management Operations including performance reporting, business continuity, real-estate planning, employee communications, and operational excellence | simplify & improve (SIM).</p> <p> </p> <p>The Metric Oversight Lead within WMO Business Management Operations is responsible for the daily operations of key horizontal metric oversight and routine reporting required control metrics specific to WMO. The Metric Oversight Lead will work closely with the Front Line Unit risk and business support teams, as well as senior leadership to support executive and business management routines including, but limited to:</p> <ul> <li><span>Creating business summaries (business performance, strategic initiatives, business reviews, and KPIs)</span></li> <li><span>Works directly with the existing business management team to build reports and manage supporting functions</span></li> <li><span>Works directly with key business resources to address project, program, and information needs</span></li> <li><span>Annual metric refresh routines for KPI, KRI, COPP and LE metrics</span></li> <li><span>Capture key project metrics and information for executive level reporting</span></li> <li><span>General ad-hoc requests for executive level meetings, as needed</span></li> <li><span>Project management for metric related initiatives</span></li> </ul> <p> </p> <p><b>Required Skills:</b></p> <ul> <li><span>5+ years of relevant business experience</span></li> <li><span>2+ years of prior business/risk management, quality assurance, capacity reporting and/or metric reporting experience</span></li> <li><span>Prior experience with Operational Excellence and Single Process Inventory as well as the ORCIT and Process Owner Portal (POP) applications used for metric reporting</span></li> <li><span>Advanced PowerPoint and Excel skills with the ability to develop presentations, create pivot tables, VLOOKUPs, and analyze large sets of data</span></li> <li><span>Experience creating and delivering executive level presentations</span></li> <li><span>Ability to execute and deliver results with minimal supervision</span></li> <li><span>Proven analytical mindset and quantitative capabilities, with some experience working with large data sets</span></li> <li><span>Flexibility with ability to handle a variety of tasks and projects independently</span></li> <li><span>Proven ability to lead and consult both vertically and horizontally with Senior Executives and key partners (Executive Presence)</span></li> <li><span>Strong communication skills - written and verbal across multiple levels of an organization; able to influence/challenge and negotiate to keep all parties engaged in the process; establish partnerships; leading larger group meetings via conference calls</span></li> <li><span>Highly organized with a self-starter attitude and ability to execute in a fast-paced environment with competing priorities</span></li> <li><span>Exceptional attention to detail and the ability to hold others accountable without direct supervision</span></li> <li><span>Proven ability to provide comprehensive solutions to complex needs and/or problem</span></li> <li><span>Experience with process improvement and proven ability to analyze a process and make recommendations for change</span></li> </ul> <p> </p> <p><b>Desired Skills:</b></p> <ul> <li><span>Advanced Excel and PowerPoint skills</span></li> <li><span>Advanced Access skills</span></li> <li><span>Proficient with SharePoint and Visio</span></li> <li><span>Project Management experience</span></li> <li><span>Six Sigma Green Belt Certified</span></li> </ul> <p> </p> <p><b>Enterprise Overview: </b></p> <p> </p> <p>Manages diverse administrative functions usually for a very large, complex department or business unit. Functions managed may include: financial control/budgeting and consolidation, personnel processes, audit/compliance, premises, and coordination of certain projects, associate training, service quality, process improvement, business continuity, or communication. May consult with senior management to define and manage projects that encompass and impact many associates. Requires a thorough knowledge of the department or business unit's functional area or products. Working knowledge of general bank policies, programs and procedures and financial/accounting practices. May have full management responsibility over a team or may manage one level of managers.</p> </div>


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