Job Description

Job Detail:

Tax and Client Reporting and Accounts (TCRA) provides Operational support for client and tax reporting functions related to Wealth Management and Institutional functions, New Account Opening and Client Statement Services. As part of our client tax support model, TCRA has a dedicated Change the Bank team which is responsible for management of large scale programs and initiatives across Cost Basis, Tax Documentation, Tax Withholding, Tax Reporting, Performance Reporting, Client Confirms / Statements, and Prospectus. The team collaborates with stakeholders in Operations, technology, and the Business to analyze, define and deliver technology supporting the Operational processes utilizing Agile discipline as part of a larger Tax Fleet. This role is for Agile Proxy Product Owner/BA for Regulatory Withholding initiatives and e-trade integration efforts reporting to Withholding function Product Owner in support of Institutional and Wealth Management business. Agenda includes design and implementation of initiatives to facilitate strategic/future state operational model alignment, roll out of regulatory compliance requirements, integration efforts and continued support of technical and business driven platform enhancements.

Qualifications:

5-7 years of experience in program/ project management, process engineering or strategy within a financial services environment.

Knowledge of Tax Operational processes and Tax specific Regulations in Financial services (in depth technical expertise is a significant plus but not mandatory) .

Expertise in working with full project lifecycle across Waterfall and Agile project methodology, including but not limited to: Product vision, producing project work plan/roadmaps/resource capacity planning, project scope alignment and key