Gather, organize, and analyze inputs from multiple sources
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
Maintain 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
Draft and update communications, summaries, and presentation materials for business and leadership audiences
Support initiative planning and execution by maintaining timelines, tracking milestones and dependencies, and managing action items

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
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
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)

Business Transformation Enablement Analyst – Wealth Management

Key skills