Wealth Management Investments - ConnectWealth Business Manager, Associate

Job description

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: - Suppor...