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KYC Operations Business Manager - Vice President

Plano, Texas
full-time
Posted 7/22/2025
Direct Apply
Key Skills:
Budgeting
Forecasting
Executive Presentations
Data Analysis
PowerPoint
Excel
Stakeholder Communication

Compensation

Salary Range

$120K - 180K a year

Responsibilities

Lead budgeting, forecasting, data analysis, and executive reporting to support Wholesale KYC Operations strategy and senior management decision-making.

Requirements

Requires 5+ years in banking or financial services with strong presentation, data interpretation, and stakeholder management skills.

Full Description

Join the Commercial & Investment Bank (CIB) Finance & Business Management (F&BM) team as a strategic, analytical, and energetic professional supporting the Wholesale KYC Operations (WKO) team with Client Onboarding & Documentation (CO&D). This high-impact leadership role ensures senior management across the CIB has visibility into major initiatives, business metrics, financials, and data insights to achieve strategic objectives. As a Business Manager Vice President in the CIB F&BM team, you will partner closely with senior Operations leaders and key partners across CIB Finance, Business Management, and Data & Analytics teams to enable effective end-to-end execution. Your role involves budgeting, forecasting, executive presentations, and impactful data analysis to support WKO strategy. Job Responsibilities: Partner with WKO and CIB F&BM team to budget and forecast headcount and direct expenses. Participate in activity-based costing to allocate expenses across products and LOBs. Prepare executive presentations, packaging projections and performance trends into cohesive stories. Design management reporting packages to communicate business results transparently. Coordinate deliverables with business managers, finance, project managers, and other F&BM teams. Analyze large data sets to create impactful analysis for WLS strategy development. Create executive-level presentations using PitchPro+. Communicate directly with senior stakeholders, demonstrating strong professional presence. Collaborate with peers across business and staff areas to achieve goals. Influence colleagues at all levels in the business. Develop strong, positive relationships with business stakeholders. Required Qualifications, Capabilities, and Skills: College degree. Minimum of 5 years of relevant experience in banking or Financial Services. Strong presentation skills and ability to tell the story on initiatives. Ability to work collaboratively and develop strong partnerships with multiple levels of employees. Strong oral and written communication skills. Ability to handle multiple priorities and produce successful results in a fast-paced environment. Ability to interpret and present complex data. Mature, independent, highly organized, self-motivated, and a team player. Strong PowerPoint and Excel skills required. Preferred Qualifications, Capabilities, and Skills: Ability to achieve goals without direct control over all resources.

This job posting was last updated on 7/24/2025

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