What are the responsibilities and job description for the Client Reporting Initiative Manager position at Financial Services?
Key Responsibilities
The successful candidate will be responsible for:
- Leading and supporting a strategic Client Reporting initiative in our Wealth Management division.
- Working closely with business stakeholders to understand their needs and develop effective solutions.
- Analyzing complex data to inform business decisions and drive strategic initiatives.
- Developing and implementing data-driven solutions to improve business processes and outcomes.
- Collaborating with cross-functional teams to ensure seamless execution and delivery of projects.
- Providing expert guidance and support to business stakeholders on data-related matters.
- Identifying and mitigating risks, ensuring the success of projects and initiatives.
Requirements:
- 7 years of experience in hybrid BA/PM roles, ideally in Wealth Management or Financial Services.
- Proven experience with client reporting data, data integration, and functional data mapping.
- Deep understanding of data lineage, data governance, and enterprise-wide data ecosystems.
- Strong knowledge of Wealth Management systems.
- Hands-on experience with CRM and reporting platforms: Salesforce (mandatory), Seismic (preferred), Tamarac (a plus).
