About the Role
You will own daily business operations for CBIE across all lines of business and manage performance against targets while surfacing risks to leadership. You will drive improvements to operational and regulatory reporting by building dashboards and producing actionable insights using SQL Snowflake and Looker. You will develop and execute local operational and outsourcing processes and reporting to meet regulatory requirements, including day to day management of the outsourcing risk management framework. You will partner with functional owners central teams and stakeholders to ensure compliance with the outsourcing framework and effective management of third party risk. You will lead cross functional initiatives and ad hoc projects spanning operations growth strategy and regulatory priorities. You will support regulatory and product operations activities for CBIE including preparation of materials for internal and external regulatory meetings.
Requirements
- 5+ years of experience in financial services, management consulting, operations strategy, or data analysis, with demonstrated ability to operate in a regulated environment.
- Proven track record building or improving operational processes end-to-end, from design through implementation and ongoing measurement.
- Proficiency in SQL, Snowflake, and Looker (or comparable BI tools) with demonstrated ability to self-serve insights, interrogate data, and produce dashboards independently.
- Direct experience with outsourcing governance and/or third-party risk management in a regulated financial services setting, including maintaining documentation, controls, SLAs, and governance records.
- Demonstrated ability to translate complex, ambiguous problems into structured workplans and execute against them with minimal oversight.
- Utilizes generative AI responsibly, maintaining human oversight to deliver business-ready outputs and drive measurable improvements in workflow efficiency, cost, and quality.
Responsibilities
- Own daily business operations for CBIE across all lines of business, managing consistent performance against targets and surfacing risks or gaps to leadership.
- Drive improvements to operational and regulatory reporting by streamlining data sets, building dashboards, and producing actionable insights using SQL, Snowflake, and Looker.
- Develop and execute local operational and outsourcing processes, procedures, and reporting to meet regulatory requirements, including day to day management of the outsourcing risk management framework.
- Partner with functional owners, central teams, and stakeholders to ensure compliance with the outsourcing framework and effective management of third party risk.
- Lead discrete cross functional initiatives and ad hoc projects spanning operations, growth, strategy, and regulatory priorities.
- Support regulatory and product operations activities for CBIE, including preparation of materials for internal and external regulatory meetings.