Private Bank Business Change Manager

Position Title

Private Bank Business Change Manager

Location

Nationwide, MI 48098

Job Summary

The Private Bank Business Change Manager will play a key role in driving continuous improvement across the Private Banking and Wealth Management organization, ensuring processes, controls, and reporting align with business objectives and regulatory expectations. This role partners closely with process and control teams to build scalable solutions, manage feedback and complaints, and oversee initiatives that enhance efficiency, effectiveness, and client outcomes. This role will also lead prioritization of change requests, stakeholder engagement, and delivery of high-impact change initiatives.

Pay Range: $84,878 - $112,463 - $140,049Pay Range: Local Minimum Wage - $0.00 - $0.00

Job Responsibilities:

JOB RESPONSIBILITIES

• Partner with the broader Private Banking and Wealth Management organization to develop and maintain job aids that enable consistent and effective execution of procedures.
• Oversee intake, analysis, and resolution of Client Complaints and business-identified opportunities for improvement, ensuring timely remediation, root cause analysis, and identification of recurring themes.
• Lead or contribute to initiatives that streamline processes, enhance efficiency, and improve business performance.
• Manage control reporting, including data integrity checks, action to resolution, trend analysis, and escalation of material issues.
• Define and monitor key performance indicators (KPIs) to measure success of process improvements and change initiatives.
• Partner with Technology to define requirements for automation or workflow enhancements.
• Oversee business readiness, testing and adoption across all change initiatives.
• Facilitate stakeholder workshops and change forums to validate process improvements, align on remediation and drive adoption.
• Own prioritization of change intake, balancing client impact, control requirements, risk and resource availability.
• Use independent judgement and discretion to make decisions.
• Analyzes and resolves problems pertaining to scope of responsibilities.
• Responsible for talent management functions including: employment, performance evaluations, staff development/training, disciplinary actions, succession planning and ensuring all staff comply with compliance requirements.

ADDITIONAL ACCOUNTABILITIES

• Serves as liaison between business units and support functions to ensure consistent standards for process execution.
• Provides governance and oversight for change initiatives, ensuring alignment with risk frameworks, regulatory requirements, and strategic objectives.
• Leads preparation of executive-ready reporting and insights on process improvement and client complaint themes.
• Support training and communication activities related to updated job aids, procedures, or control enhancements.
• Performs special projects, and additional duties and responsibilities as required.
• Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.

JOB REQUIREMENTS

Required Qualifications:

• Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent in Business, Finance, or related field.

• Minimum experience required: 6+ Years in Financial Services, Operations, Business Management, or Process Improvement

• Strong analytical and problem-solving skills, with experience in root cause analysis.

• Proven ability to manage multiple priorities and deliver in a matrixed environment.
• Excellent written and verbal communication skills, including preparation of reports for senior stakeholders.

Preferred Qualifications:

• Education level preferred: Undergraduate Degree (4 years or equivalent)
• Lean Six Sigma, PMP, or similar process improvement / change management certification.
• Experience in Private Banking, Wealth Management, or Financial Services
• Familiarity with control reporting, data integrity testing, and risk management practices.

Job Competencies:

• Change Leadership – Guides business through change with clarity and purpose
• Process Orientation – Focused on standardization, efficiency and controls
• Problem-Solving – Identifies root causes and develops sustainable solutions.
• Collaboration – Builds strong partnerships across teams and functions.
• Prioritization – Balances competing requests and drives focus on highest-value initiatives.
• Attention to Detail – Ensures accuracy and quality in reporting and procedures.
• Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.
• Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.
• Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.
• Physical demands (ADA): No unusual physical exertion is involved.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance, and the San Francisco Fair Chance Ordinance, as appliable.