Private Wealth Specialist

Shape capabilities, platforms, and operating models that support high-net-worth clients and their advisors within a Generations-focused team.

Key Responsibilities

• Assess current and future-state processes and identify improvement opportunities.
• Develop business cases and strategic roadmaps to guide transformation efforts.
• Partner cross-functionally across digital, compliance, legal, operations, and other stakeholders to deliver enhancements.
• Monitor industry and regulatory developments and translate insights into actionable recommendations.
• Mentor and support colleagues to build capability and share best practices.

Qualifications & Skills

• Strong strategic thinking and ability to build business cases.
• Proven experience working across multiple teams and translating requirements into operational improvements.
• Ability to interpret regulatory and industry changes and recommend next steps.
• Excellent collaboration, communication, and leadership/mentoring skills.