Wholesale Client Engagement Associate

Support execution of priority Wholesale Client Engagement initiatives through project planning, coordination, logistics, and stakeholder alignment Prepare executive-ready materials, insights, and updates for senior leadership, including ad hoc requests from Wholesale leaders Track progress against strategic priorities through standard routines, dashboards, scorecards, and follow-up with initiative owners Build and maintain SharePoint sites for strategic execution, content management, document organization, navigation, and access coordination Create and manage Microsoft Forms for intake, surveys, event registration, feedback, business updates, and reporting Partner with Wholesale, Technology, Finance, Risk, Operations, Communications, and other stakeholders to advance deliverables and priorities Leverage data analysis and business storytelling to provide actionable recommendations and enable informed decision-making by senior leaders Requirements English language fluency required College degree or equivalent education and related training or experience 3-5 years of experience within consulting, business management, or a financial services organization Ability to present data and business considerations in a structured manner Advanced proficiency with Microsoft Office tools, especially Excel, PowerPoint, and Word Demonstrated understanding of business and technology organization, resources, priorities, needs, and policies Financial services or banking experience preferred Project management or business analyst experience preferred Experience developing dashboards, scorecards, or executive reporting using data visualization or business intelligence tools preferred Experience designing or maintaining SharePoint sites, team portals, or knowledge management resources preferred Experience using Microsoft Forms, Excel, and SharePoint to support intake processes, surveys, feedback loops, event tracking, or workflow automation preferred Ability to summarize complex analysis into clear recommendations for senior leaders preferred Ability to influence outcomes and build strong cross-functional relationships preferred Knowledge of Wholesale Banking, Commercial Banking, Corporate and Investment Banking, Consumer Banking, Small Business Banking, or related financial services businesses preferred MBA preferred Core Competencies Demonstrates expertise in project planning, stakeholder alignment, and data analysis to support Wholesale Client Engagement initiatives. Proficient in creating executive-ready materials and managing SharePoint sites to enhance strategic execution and communication. Highest-signal resume keywords Project Management Experience Advanced Proficiency in Microsoft Office Data Visualization and Business Intelligence Tools SharePoint Site Management Financial Services Experience Hard Skills Project Planning Data Analysis Dashboard Development Business Storytelling Executive Reporting Soft Skills Influencing Outcomes Building Cross-Functional Relationships Structured Data Presentation Certifications & Qualifications MBA Industry Keywords Wholesale Banking Commercial Banking Corporate and Investment Banking Consumer Banking Small Business Banking Tools & Technologies Microsoft Excel Microsoft PowerPoint Microsoft Word Microsoft Forms SharePoint #J-18808-Ljbffr Jobtailor