Private Wealth Business Enablement Officer

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

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• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

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Relocation assistance

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Childcare support

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Learning budget

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Verification

Not verified last checked Jun 13, 2026

Salary

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401(k) match

Listed Source: EMPLR_CONTRIB_INCOME_AMT. source Last checked Jun 13, 2026.

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Schedule

Shift type

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Weekend work

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Application

Cover letter

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Assessment

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Deadline

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Where they hire

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About this role

Private Wealth Business Enablement Officer New York, NY Position Overview: The Private Wealth Business Enablement Officer will play a key role in the Private Wealth business' technology budget, prioritization, roadmap, associated business cases, and project lifecycle management. This leader acts as the connective tissue across Private Wealth, Technology, Operations, Compliance, Finance, and client-facing teams to source and validate requirements, size and cost initiatives, and scope change across people, process, policy, and platform. The role leads change management for technology-enabled initiatives, including training, communications, and adoption tracking, operating Private Wealth's strategic program governance and KPI framework. This individual will also represent Private Wealth in all firm-wide enablement initiatives. Primary Responsibilities: Own the development and execution of Private Wealth's technology book of work Lead the demand intake, triage, and prioritization process for all Private Wealth technology initiatives Maintain an understanding of all strategic initiatives across the business for the purpose of sequencing work and managing dependencies across people, process, and platforms Build robust business cases (problem statement, options analysis, cost/benefit, risks, and implementation plan) and facilitate governance approvals Define success criteria and KPIs (adoption, effectiveness, operational and client impact) for all programs and ensure benefits are tracked and realized Lead cross-functional requirements creation; document scope, assumptions, and non-functional needs Assess and integrate end-to-end implications beyond technology (process redesign, procedures/policies, role impacts, controls, training) Ensure critical milestone and readiness gates (requirements sign-off, design reviews, UAT, change management, controls) are consistently met Lead stakeholder mapping, training strategy, curriculum/material development, communications planning, and adoption tracking

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