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Wealth Management Business Manager - Associate
Deutsche Bank
Jacksonville, FL, United States
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About Deutsche Bank
We are Germany’s leading bank with strong positions in Europe and significant presence in the Americas and Asia Pacific. We’re driving growth through our strong client franchise, investing heavily in digital technologies, prioritizing long-term success over short-term gains, and serving society with ambition and integrity. We serve our clients’ real economic needs in commercial and investment banking, retail banking and transaction banking, and provide ground-breaking products and services in asset and wealth management. That means a career packed with opportunities to grow and the chance to shape the future of our clients.
Overview of Wealth Management
In Wealth Management our focus is to deliver a boutique wealth management experience while leveraging the vast resources available as being part of a global, universal bank. We have been serving the interests of ultra-high net worth personnel, families and select institutions for more than a century.
You will be extremely detail oriented and analytical. You must be able to take data from multiple sources and apply appropriate policy framework to each situation. Also, should be able to work both independently and as part of a team and switch gears quickly to adapt to business needs in a highly charged and challenging environment.
Job Function
We are seeking a Business Manager, who will be part of the business management team in New York which coordinates projects and deliverables from front/middle/back office, runs reports and performs detailed analysis as needed, investigates, troubleshoots, and resolves various operational incidents and issues, manages data integrity, and ensures operational excellence. This role presents an excellent opportunity to learn the Wealth Management business.
Core Responsibilities:
• Investigate, troubleshoot, and resolve operational/technological issues
• Perform data collection and analysis as part of various projects
• Clean Up various data in dbforce on a daily, weekly, monthly, quarterly and/or annual basis (in addition to ad hoc requests)
• Reconcile mailing restrictions/privacy opt outs on a monthly basis
• Maintain all mailing lists
• Participate in business operations meetings to discuss issues, new processes, clean ups, etc. related to new account opening, transaction approvals, and other operational functions performed by team in India
• Maintain the business continuity plan for coverage and execute awareness training and semi-annual call tree
• Participate in UAT and disaster recovery testing periodically
• Assist in the maintenance of Key Operating Procedures for Coverage
• Assist in the maintenance of PB Operational Excellence mydb page
• Overall Support of business management team in New York
• Ad hoc projects incl. Audit follow-ups and deliverables
Necessary Skills:
• Excellent interpersonal skills
• Very strong verbal and written communication skills
• Ability to work well under tight deadlines and time pressure for quick turnaround with a desire to go above and beyond to satisfy our clients
• Ability to work remotely (since this individual will be based in Jacksonville but NY is our main office), quickly build strong relationships with key stakeholders across Coverage, Products, Operations, Technology, etc
• Ability to manage and prioritize numerous tasks simultaneously
• Ability to review large amounts of data and identify issues and trends
• Ability to work independently but also well within a team environment
• Strong computer skills with advanced Excel ( Pivots, Lookups, etc.), SharePoint, and Power Point
• Knowledge of salesforce a plus
Experience & Education:
• Comprehensive work experience within the Finance industry, and overall good work experience
• Bachelor’s degree required
• Spanish language skills is a plus
For candidates applying for positions in the US:
Deutsche Bank is an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the “EEO is the Law” poster and pay transparency statement.