Job Description

Private Wealth Business Enablement Officer

The Private Wealth Business Enablement Officer will play a key role in the Private Wealth business' technology budget, prioritization, roadmap, associated business cases, and project lifecycle management. This leader acts as the connective tissue across Private Wealth, Technology, Operations, Compliance, Finance, and client-facing teams to source and validate requirements, size and cost initiatives, and scope change across people, process, policy, and platform. The role leads change management for technology-enabled initiatives, including training, communications, and adoption tracking, operating Private Wealth's strategic program governance and KPI framework. This individual will also represent Private Wealth in all firm-wide enablement initiatives.

Primary Responsibilities:

• Own the development and execution of Private Wealth's technology book of work
• Lead the demand intake, triage, and prioritization process for all Private Wealth technology initiatives
• Maintain an understanding of all strategic initiatives across the business for the purpose of sequencing work and managing dependencies across people, process, and platforms
• Build robust business cases (problem statement, options analysis, cost/benefit, risks, and implementation plan) and facilitate governance approvals
• Define success criteria and KPIs (adoption, effectiveness, operational and client impact) for all programs and ensure benefits are tracked and realized
• Lead cross-functional requirements creation; document scope, assumptions, and non-functional needs
• Assess and integrate end-to-end implications beyond technology (process redesign, procedures/policies, role impacts, controls, training)
• Ensure critical milestone and readiness gates (requirements sign-off, design reviews, UAT, change management, controls) are consistently met
• Lead stakeholder mapping, training strategy, curriculum/material development, communications planning, and adoption tracking for all technology-enabled change

Experience & Skills Qualifications:

• Bachelor's degree required
• 8+ years of experience in Wealth/Asset Management or related financial services, with emphasis on technology portfolio management, product/portfolio ownership, or business transformation
• Demonstrated success leading technology prioritization, budgeting, and roadmap management within governed portfolios
• Strong business case development skills; proficiency in financial evaluation and trade-off decisioning
• Experience leading cross-functional requirements and scoping operating model/process changes beyond technology
• Proven change management expertise, including training and communications for system/process rollouts with measurable adoption outcomes
• Working knowledge of regulatory drivers impacting Private Wealth and implications for technology/process change
• Exceptional stakeholder management, influencing, and communication skills
• Demonstrated ability to drive business enablement and lead through change
• Highly organized with strong analytical and problem-solving abilities
• Ownership mentality
• Strong attention to detail

Compensation Details:

The salary range for this role is $120,000-$175,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.

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