Job Description:
This job is responsible for supporting the GPS Client Experience Executive and the GPS CX Team by completing business support and project management functions. Key responsibilities include creating and maintaining project plans, client data management, business planning and preparing presentations for senior management. Job expectations include being able to work effectively in multiple facets of the organization and across the company in a fast paced environment.
Responsibilities:
• Creates business presentations on strategy, planning initiatives and other materials
• Tracks and supports weekly and monthly routines, inclusive of tracking management of team deliverables
• Communicates and interacts with team members across various lines of business
• Serves as a knowledgeable resource and point person who can help efficiently facilitate the day-to-day operations of the team
• Performs comprehensive competitor and financial industry benchmark research
• Assists with a variety of ad hoc assignments, typically with time constraints
Required Qualifications:
- 3-5 years of experience in business support, project coordination, business analytics, or a related field.
- Proven experience creating executive-level presentations and management reporting.
- Strong analytical and problem-solving skills with experience interpreting data and identifying trends.
- Demonstrated ability to coordinate multiple initiatives and manage competing priorities.
- Advanced proficiency in Microsoft PowerPoint and Excel.
- Strong communication and stakeholder management skills.
Desired Qualifications:
- Experience supporting senior executives and leadership teams.
- Experience with Tableau, Power BI, or other data visualization tools.
- Experience conducting industry research, benchmarking, and strategic analysis.
- Knowledge of process improvement and business optimization methodologies.
Skills:
- Adaptability
- Administrative Services
- Attention to Detail
- Collaboration
- Written Communications
- Analytical Thinking
- Continuous Improvement
- Problem Solving
- Project Management
- Relationship Building
- Data Collection and Entry
- Data and Trend Analysis
- Executive Presence
- Planning
- Policies, Procedures, and Guidelines Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705)
Pay and benefits information
Pay range
$77,500.00 - $127,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.