**Investments Business Manager-Associate** in Miami drives key Investment business priorities, collaborating with Latin American & Global Families Group leaders, and cross-functional teams. Manage complex initiatives end-to-end, create executive presentations, and simplify processes. Proactively identify risks, support compliance, and represent front office needs. 5+ years' experience required in private banking/investments or related fields. Proficient in Excel, PowerPoint, and AI. Bachelor's degree or equivalent experience, MBA preferred. Strong communication, analytical, and problem-solving skills. candidates should have proven project management experience, sound judgment, and a talent for driving improvements.
Full Job Description
Location: Miami, FL, United States
Join a team that partners closely with Investments leadership across Latin America and the Global Families Group to deliver strategy, execution, and business discipline. Youll work with senior stakeholders and cross-functional partners to drive priorities forward, simplify processes, and strengthen risk and controls.
As a Business Manager in Investments (Latin America & Global Families Group), you will help identify and drive business priorities, manage complex initiatives, and ensure leadership has clear, compelling materials for key forums. Youll represent front office needs with functional partners, support audit/regulatory/compliance deliverables, and proactively strengthen the control environment. You will operate with high visibility and a strong bias toward execution, structure, and responsiveness.
Job Responsibilities
Partner with Latin America and Global Families Group leadership to define priorities, expected deliverables, and execution plansLead complex initiatives end-to-end, including meeting facilitation, milestone tracking, and coordination across subject matter experts and functional partnersCreate and deliver executive-ready presentations for leadership meetings, committees, forums, and regional/market huddlesBuild and maintain strong stakeholder relationships to align agendas and drive decisions without direct authorityDevelop a deep understanding of the Investments business and represent its priorities in working groupsRepresent front office needs in senior functional partner forums and ensure key priorities are understood and advancedIdentify opportunities to simplify, improve, and add value to business processes through continuous improvementProactively identify business risks and partner with Controls to enhance the control frameworkDrive audit, regulatory, and compliance action plans to ensure timely and high-quality deliveryRespond to front office ad hoc requests with urgency, including approvals and monitoring in partnership with global team membersMaintain accurate resources and documentation on internal collaboration sitesRequired Qualifications, Capabilities, and Skills
Bachelors degree in Finance, Business Administration, Economics, or a related field (or equivalent relevant experience)Minimum of 5 years of experience in private banking/investments, business management, or a related fieldDemonstrated project management experience leading complex initiatives and coordinating cross-functional stakeholdersStrong written and verbal communication skills, including ability to present to senior leadershipStrong analytical and problem-solving skills, including ability to identify risks and recommend practical actionsAdvanced proficiency in Excel and PowerPoint, plus strong interest in automation and AIExperience supporting audit, regulatory, and compliance deliverables and driving action plans to completionPreferred Qualifications, Capabilities, and Skills
MBA or other advanced degreeExperience in business development, sales management, and/or business planning within investments or private bankingTrack record of producing high-quality, executive-ready materials with strong attention to detail and visual standardsProven ability to exercise sound judgment and discretion with confidential and sensitive informationAbility to operate independently with strong prioritization and responsiveness in a fast-paced environmentExperience driving process improvements across global teams and time zonesExperience working effectively in a multicultural environment and influencing across diverse stakeholder groups Drive priorities and execution for Investments leaders with insights, governance support, and executive-ready materials. 
