In this position, you will participate in activities required to maintain and complete all project documentation, including the active tracking and communicating of project status, issues, and risks to key stakeholders and management as appropriate.
In this role, you will partner with managers and their staffs through meaningful working relationships; develop an understanding of the companys business processes, organization structure, and supporting technology.
In this role, you will work independently with users to define concepts and under direction of managers; drive and challenge processes and operations assumptions of how they will successfully execute their plans.
In this role, the selected candidate will coordinates and provides support for Continuous Learning & Improvement for Technology Transformation; knowledge of Agile & Lean practices a plus. IT Background important.
In this role, you will continue to lead planning discussions with clients. Additionally, you will engage in the formal process of being matched with a Financial Advisor team with whom you will enter the next stage of your career.