Vice President, Business Planning and Analysis

We're seeking a Vice President, Business Planning and Analysis to join our Wealth Management team. This role will lead project management activities, provide consultative support, and ensure client satisfaction. The ideal candidate will have great articulation, client focus, communication, and project management skills.

Requirements

• Great articulation, client focus, communication, and project management skills
• Bachelor’s Degree or the equivalent combination of education and experience
• 7-10 years of total work experience preferred
• Experience in financial services, client facing, or project management roles preferred

Benefits

• Competitive compensation
• Benefits and wellbeing programs
• Paid volunteer time
• Generous paid leaves