Business Transformation & AI Enablement

Benefits

Additional Information

Job Description Summary Job Description 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 project management support, stakeholder engagement, executive reporting, business analysis, meeting facilitation, performance tracking, and coordination of strategic initiatives from concept through implementation. The position plays an active role in identifying opportunities to improve processes, leverage technology, and enhance organizational efficiency. This includes supporting the evaluation, adoption, and responsible use of AI and emerging technologies to streamline workflows, improve decision-making, and increase team effectiveness. Success in this role requires maintaining clear visibility into priorities, progress, risks, and deliverables through proactive communication, structured documentation, and consistent stakeholder engagement. The associate is expected to provide timely verbal and written updates, maintain accurate project records, and help leadership effectively monitor progress across multiple concurrent initiatives. The ideal candidate is highly organized, adaptable, and solutions-oriented, with the ability to balance strategic thinking and tactical execution in a dynamic environment. This individual demonstrates strong business acumen, attention to detail, intellectual curiosity, and the ability to influence and collaborate across teams while managing multiple priorities simultaneously. This role supports multiple concurrent initiatives under the guidance of leadership and senior team members while helping drive accountability, transparency, operational excellence, and execution consistency across GWS programs and workstreams. Essential Duties and Responsibilities AI Enablement, Project Management & Risk Support This role supports and drives project execution, AI enablement activities, operational improvement efforts, and strategic priorities across the GWS organization. Working under the guidance of leadership, the associate is responsible for coordinating initiatives, facilitating stakeholder engagement, monitoring progress, and helping ensure successful delivery of business outcomes. Supports AI enablement initiatives and adherence to enterprise frameworks, procedures, and standards related to AI-enabled tools and business processes Partners with business leaders, technology teams, and risk partners to support AI governance, adoption, and operational alignment Coordinates and drives execution of projects, strategic initiatives, and operational priorities across GWS business lines Identifies, tracks, and escalates key risks, issues, dependencies, and operational impacts to support timely decision-making Develops and maintains project plans, timelines, dashboards, status reports, action logs, and supporting documentation Maintains accurate and timely project documentation to provide transparency into initiative progress, priorities, risks, decisions, and next steps Collaborates with stakeholders to gather requirements, define deliverables, monitor progress, and drive accountability across initiatives Utilizes Smartsheet and related workflow management tools to maintain visibility into workstreams and support reporting needs Supports prioritization discussions and helps leadership understand capacity, competing demands, dependencies, and execution risks Proactively communicates project status, accomplishments, challenges, and changing priorities through both written and verbal updates Supports governance activities, leadership reporting, meeting facilitation, and execution tracking across multiple initiatives Assists with business case development, initiative prioritization, and implementation planning as needed Operational Improvement & Innovation Identifies and supports opportunities to improve operational efficiency, reporting, communication, and business processes through process optimization, automation, and AI-enabled capabilities Analyzes business challenges and partners with stakeholders to recommend tactical and strategic solutions Supports AI engagement, comm