Under general supervision, uses knowledge and skills obtained through experience and training to support strategic initiatives, operational improvement efforts, AI enablement activities, and enterprise project execution across the Global Wealth Solutions (GWS) organization.

This role operates within the GWS Central Office and serves as a key partner in driving organizational priorities across Risk, Strategy, Technology, Operations, Workplace Solutions, and Business Enablement teams. The position supports the planning, coordination, execution, and adoption of initiatives designed to improve operational effectiveness, advisor and client experience, organizational scalability, and business outcomes.

Working closely with GWS leadership and cross-functional stakeholders, the role helps facilitate project delivery, operational improvements, process optimization, AI enablement efforts, organizational communications, and change management activities. Responsibilities include ...