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Job Details

Job Description:

The Investment Products teams within Global Wealth and Investment Management (GWIM) is responsible for sourcing and managing an industry leading set of investment products, platforms and capabilities across a spectrum of client wealth and service channels.

The Capital Markets Platforms and Product Director role will drive a range of initiatives across analytics, strategy development and business management to support a business which generates ~$1bn per year in revenue and executes over $1 trillion in trading volume.

More specifically, this role is responsible for the following:

  • Business Management across Capital Markets: Develop executive reporting and create metrics that provide insight into business performance and market trends. Manage the data and information across the multiple business lines to create to create the right level of messaging for multiple audiences. Manage team wide analysis initiatives for Employee Engagement and D&I related matters
  • Framing Strategic Priorities & Driving Execution: Develop strategic decks and adhoc analyses for senior executives that articulate the Capital Markets priorities and path towards implementation. Manage projects and execute on key deliverables that require working with various stakeholders and partners
  • Enhance Capital Markets Analytical Platform: Partner with existing Platform and Product team to build out analytics tools and continue modernizing the platform through leveraging and improving our data infrastructure. Enhance the development of core business metrics through enterprise tools and processes to achieve necessary scale.


Candidates for the role should possess:

  • 7 years+ of business experience within financial services, and/or strategy consulting
  • General knowledge and interest in Capital Markets and/or wealth management
  • Superior ability to build effective PowerPoint slides with visualizations to explain complex topics to a range of different audiences
  • Strong verbal communication skills and desire to partner with multiple stakeholders
  • Ability to identify trends and make connections among multiple data sets
  • Expertise in developing analytics and working with data sets to draw out conclusions and business insights
  • Resourcefulness and ability to adapt to situations with unknowns, but still be able to drive progress
  • Strong project management skills and ability to lead and organize long-term, complex initiatives across a number of stakeholders
  • Ideally, the candidate will have exceptional Powerpoint skills, as well as strong working knowledge of data / analytics tools such as SQL, R or Python.
  • Series 7 & 63 preferred


1st shift (United States of America)

Hours Per Week:


Travel: Yes, 5% of the time

Street Address

Primary Location:
ONE BRYANT PARK, NY, New York, 10036 Applicants with Disabilities

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Capital Markets Platforms and Product Director (JR-22080430)
I'm Interested