Asset & Wealth Management, Private Wealth Management, Talent Strategy, Associate - New York

As an Associate on the PWM Talent Strategy team, you will play a critical role in delivering best-in-class training and development experiences that support our advisor and professional populations across Private Wealth Management. You will manage high-visibility programs end-to-end, collaborate with stakeholders across the business, and contribute to broader initiatives that strengthen how we attract, develop, and retain exceptional talent.

Requirements

• Bachelor's degree
• 3+ years of relevant experience, ideally in HR, Learning & Development, Talent, or program/project management
• Experience working within or alongside HR functions preferred
• Self-starter with the ability to take ownership, operate independently, and drive initiatives forward; strong stakeholder-management skills and confidence interacting with senior leaders and cross-functional teams
• Highly organized and process-driven with exceptional attention to detail and excellent follow-through
• Strong project-management capability with the ability to balance multiple high-priority, time-sensitive initiatives simultaneously
• Strong technical skills, including Excel (pivot tables, formulas) and the ability to create high-quality presentations
• Comfortable analyzing and manipulating people data; strong critical-thinking and problem-solving abilities
• Excellent written and verbal communication skills
• Team-oriented with a positive attitude, strong work ethic, and a 'no job is too small' mindset
• Demonstrated integrity, sound judgment, and discretion when handling sensitive information
• Interest in or passion for learning the Private Wealth Management business

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Visa Sponsorship
• Four Day Work Week
• Generous Parental Leave
• Tuition Reimbursement
• Relocation Assistance