M&T Bank
Finance
WealthTransformationOfficeManager
“Wealth Transformation Office Manager at M&T Bank. Skills: strategy development, business performance improvement, market planning, investment planning, leadership, Financial Modeling. leading the strategy team in developing strategic plans and objectives. improving business performance”
What You'll Achieve.
improve business performance; sustain growth and profitability; achieve desired business results in each of our regions; translate the vision into tangible results; drive efficiency; ensure a seamless experience for the customer across channels; retention; engagement; cross-sell; mitigate risk on an ongoing basis
Industry & Context.
problem solving skills; critical thinking skills; analytic skills
Periodic travel required
What They're Looking For.
Must Have
10 years banking or finance experience, Proven Financial Modeling Skillset, analytic, problem solving and critical thinking skills, excellent interpersonal, written/verbal communication, leadership and project management skills
Nice to Have
Able to present to executive management, Ability to be a team player, Ability to interact with all levels of personnel, Ability to work individually as well as a member of a team, MBA, Tableau
What You'll Do.
leading the strategy team in developing strategic plans and objectives
improving business performance
developing a strategic plan to sustain growth and profitability
overseeing the Market Planning function
developing comprehensive market specific strategies
driving trade-off decisions
selecting a portfolio of strategic initiatives
re-prioritizing as needed
mobilizing large scale change
challenging long held views
helping business leaders understand the changing market environment
creating and overseeing a customer-centric strategy
evolving internal operating model
ensuring transparency
and ongoing alignment
developing plans or actionable goals
building synergies and alignment across the Division and other core business lines
leading the development of business cases and initial use cases of critical foundational capabilities
exploring and evaluating potential business partnerships with fintechs and other outside companies
leading market planning group
developing comprehensive market specific strategies and investment plans
defining a holistic approach to continually assess markets and the efficacy of chosen strategies
partnering with business leaders to evaluate options
drive trade-off decisions
and develop an investment roadmap
creating alignment among key stakeholders
ensuring appropriate execution and monitoring
leading development of frameworks and processes to facilitate strategy development
aligning on key decisions
making corrective adjustments
providing expertise to leadership in defining resource allocation and desired outcomes
fostering collaboration and connectivity
recommending appropriate action
overseeing process to evaluate trade-offs and prioritize investments
championing the investment roadmap
sponsoring cross-functional change efforts
facilitating decision making and alignment across the organization
leading strategy team in identifying and assessing capabilities & partnerships
overseeing vendor management activities
facilitating data driven decisions
monitoring efficacy of choices
enabling a culture of test & learn
overseeing regular financial
evaluating customer and competitive behavior
identifying emerging trends to improve performance
understanding and adhering to the Company’s risk and regulatory standards
policies and controls
maintaining and enhancing internal controls to mitigate risk
identifying risk-related issues needing escalation to management
How You'll Work.
Team & Collaboration
collaborate with business leaders across the Business; work with key stakeholders to develop comprehensive market specific strategies; partner with business leaders from all areas of the Bank; Creates alignment among key stakeholders; Fosters collaboration and connectivity between the Business; Facilitates decision making and alignment across the organization
Communication Scope
excellent written/verbal communication; communicate clearly and concisely
Process & Methodology
project management skills
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