Asset Movement Platforms – Assistant Vice President

Wealth Management Platforms
Purchase, NY

This Assistant Vice President role sits within the Wealth Management Field Experience & Platforms (FPE) Asset Movement Platforms team and partners closely with Product, Technology, Operations, Legal, Risk, Compliance, and Audit stakeholders. The position is focused on delivering data-driven insights, reporting, and analytics to support money movement platform strategy, feature scoping, business case development, operational performance monitoring, and control/audit readiness. The ideal candidate is hands-on with data, able to translate business questions into well-defined metrics and analyses, and comfortable operating in a fast-paced environment with high expectations for accuracy, documentation, and responsiveness.

What you’ll do in the role:

• Own and deliver recurring and ad hoc reporting for Asset Movement platforms, including business metrics, operational KPIs, and trend analysis for leadership, product owners, and partner teams.
• Translate business questions into clear analytical approaches (metric definitions, data requirements, assumptions, and methodology) and communicate findings in an executive-ready format.
• Partner with Product Owners and/or serve as a Product Owner to scope features and develop business cases using data-driven insights (e.g., volume sizing, client impact, adoption forecasting, exception/defect trends, throughput, and cost-to-serve indicators).
• Build, maintain, and enhance dashboards and self-service reporting (e.g., Tableau) to improve transparency into platform health, adoption, and business outcomes; ensure outputs are accurate, repeatable, and well-documented.
• Perform deep-dive analyses on platform performance and operational outcomes (e.g., failure rates, exception handling, SLA adherence), identify drivers/root causes, and recommend actionable improvements.
• Respond to time-sensitive data requests from Legal, Risk, Compliance, and Audit by producing accurate historical transaction details, standardized metric definitions, and supporting documentation with clear lineage and assumptions.
• Support data controls and audit evidence by implementing/monitoring data quality checks (e.g., completeness, timeliness, accuracy) and maintaining traceable documentation for reporting artifacts.
• Conduct hands-on data quality investigations and clean-ups, including identifying data gaps, reconciling discrepancies across sources, validating integrity of key fields, and coordinating remediation with Technology and Operations.
• Support data governance for Asset Movement payment application data by helping define and maintain data definitions, business rules, data dictionaries, and metric calculation logic to ensure consistent reporting across stakeholders.
• Collaborate with Technology partners on data pipelines and ETL processes (source-to-target mapping, transformation logic, validation) and troubleshoot data issues impacting reporting and analytics deliverables.

Skills Required:

• Must be highly motivated and an independent leader with a strong work ethic and ownership mindset. Prior business analyst and leadership skills preferred.
• Strong analytical and problem-solving skills with demonstrated ability to use data to solve business problems and influence decisions.
• Intermediate SQL proficiency (joins, aggregations, basic window functions; ability to validate results and troubleshoot anomalies).
• Working knowledge of ETL and data pipeline concepts (data sourcing, transformations, scheduling/monitoring, reconciliation and validation).
• Experience producing dashboards and reporting solutions; Tableau experience preferred.
• Familiarity with analytics workflow tools (e.g., Dataiku) preferred; ability to build repeatable, well-documented analytical workflows.
• Strong data hygiene skills: data clean-up, deduplication, normalization, integrity checks, and reconciliation across multiple sources.
• Ability to define metrics/KPIs precisely (definitions, calculation logic, assumptions) and ensure consistency across stakeholders.
• Strong written and verbal communication skills in both business and technical contexts; ability to present insights clearly and concisely to senior stakeholders.
• High attention to detail and strong organizational skills; ability to manage multiple priorities and deliver accurate outputs under tight timelines.
• Proficiency in Microsoft Excel and PowerPoint (for analysis, summarization, and executive-ready materials).
• BA or BS preferred but not required.