Business Transformation Enablement Analyst (Wealth Management)

You will

• Gather, organize, and analyze inputs from multiple sources, including business stakeholders, field feedback, leadership direction, and delivery teams.
• Support the synthesis of complex and sometimes ambiguous information into clear summaries, themes, and insights.
• Assist in translating business questions and requests into structured problem statements and analytical artifacts to support leadership discussions and decisions.

• Support Business Transformation by maintaining accurate, well‑organized documentation for both in‑flight and new initiatives.
• Help ensure initiatives are clearly defined and positioned for effective handoff to delivery teams.
• Contribute to the development of transformation summaries, roadmaps, and planning materials.
• Support the intake of new ideas, requests, and initiatives entering the Business Transformation team.
• Help document initiative objectives, scope, assumptions, dependencies, and expected outcomes.
• Maintain intake documentation, trackers, and artifacts that support prioritization and transparency across initiatives.

• Assist with synthesizing stakeholder and field feedback into clear takeaways and emerging themes.
• Draft and update communications, summaries, and presentation materials for business and leadership audiences.
• Support the preparation of executive‑ready materials, including presentations, dashboards, and briefing documents.

• Support initiative planning and execution by maintaining timelines, tracking milestones and dependencies, and managing action items.
• Assist with risk and issue tracking and status reporting across assigned initiatives.
• Partner with cross‑functional teams to ensure information is accurate, current, and accessible.
• Support governance routines by maintaining logs, documentation, and follow‑up items.

You have

• BA/BS degree required.
• 3–5 years of experience in business analysis, transformation support, project coordination, business operations, or related roles.
• Prior experience or foundational knowledge in Wealth Management and/or Insurance, including familiarity with advisors, financial products, and business operations.
• Working knowledge of project management concepts such as scope tracking, dependency management, risk and issue tracking, and status reporting.
• Strong analytical and organizational skills with the ability to synthesize information from multiple sources.
• Clear and concise written and verbal communication skills.
• Comfort working with ambiguity, evolving priorities, and multiple concurrent initiatives.
• Ability to collaborate effectively with senior leaders, peers, and cross‑functional teams.
• Proficiency in Microsoft Office applications (Outlook, Excel, PowerPoint, Teams).
• Experience supporting intake, prioritization, or governance processes is a plus.