Private Wealth Business Enablement Officer

About the role

The Private Wealth Business Enablement Officer plays a key role in the Private Wealth business' technology budget, prioritization, roadmap, business cases and project lifecycle management. The role connects Private Wealth with 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. It leads change management for technology-enabled initiatives, including training, communications and adoption tracking, and represents Private Wealth in firm-wide enablement initiatives.

Key responsibilities

• Own the development and execution of Private Wealth's technology book of work.
• Lead demand intake, triage and prioritization of technology initiatives.
• Maintain an understanding of strategic initiatives to sequence work and manage dependencies.
• Build business cases (problem statement, options analysis, cost/benefit, risks, implementation plan) and facilitate governance approvals.
• Define success criteria and KPIs (adoption, effectiveness, operational and client impact) and track benefits.
• Lead cross-functional requirements creation, documenting scope, assumptions and non-functional needs.
• Assess end-to-end implications beyond technology, including process redesign, policies, roles, controls and training.
• Ensure milestone and readiness gates (requirements sign-off, design reviews, UAT, change management, controls) are met.
• Lead stakeholder mapping, training strategy, curriculum and communications planning, and adoption tracking.

Required profile

• 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.
• Proven change management expertise, including training and communications for rollouts with measurable adoption outcomes.
• Authorized to work in the country where the role is located without sponsorship.

Required skills

• Business case development and financial evaluation and trade-off decisioning.
• Leading cross-functional requirements and scoping operating model and process changes.
• Exceptional stakeholder management, influencing and communication skills.
• Strong analytical and problem-solving abilities, attention to detail and organization.

What we offer

• Salary range of $120,000-$175,000, with possible discretionary bonus.
• Paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits.