Coaching and Education Associate

About The Team:

The Global Private Bank (GPB) Product Office is defining the process by which the GPB business delivers great client experiences and business outcomes through product delivery. We are a group of organizational change leaders and product coaches supporting our most critical products and business initiatives across GPB in adopting a product-first mindset utilizing the Product Operating Model. We coach both senior leaders and individual product teams (each comprised of Product, Technology, Design) on organizational design, agile and product best practices, product discovery and design, and team building. The team also defines best practices, tools, training, and communications to drive the successful implementation of the Product Operating Model (POM) across GPB.

Job Description:

The Coaching and Education Associate will be instrumental in driving various leadership-level coaching and education initiatives that support GPB’s ongoing transformation, offering significant opportunities for professional growth and the chance to make a lasting impact within a dynamic, innovative environment. In this role, you’ll develop strong organizational skills and attention to detail while managing multiple tasks simultaneously. You will collaborate closely with the leads of the Coaching, Broad Education, and Assessments streams to enhance the customer experience, ensuring the timely creation and submission of impactful presentation materials. Your contributions will include documenting key notes and actions from sessions and driving them to completion, as well as facilitating effective communication with stakeholders. Moreover, you will assist in preparing and reviewing materials for meetings and events, positioning yourself for advancement within the Product Office as we continue to evolve and innovate.

Job Responsibilities:

• Transform Data into Actionable Insights: Leverage your analytical skills to produce insights that drive impactful decisions, partnering closely with product coaches to create high-quality, data-driven presentations on time.
• Elevate Education and Events: Prepare attendees for success by ensuring they are fully equipped before sessions. Facilitate engaging meetings and training, documenting key takeaways and driving follow-up actions to completion.
• Craft Compelling Executive Summaries: Highlight the impact of major initiatives in concise executive summaries and contribute to presentations that resonate with senior stakeholders, enhancing communication value.
• Enhance Stakeholder Communication: Act as a bridge between the Product Office and senior stakeholders, reflecting their perspectives in communications about evolving expectations and key changes.
• Drive AI/ML Innovation: Collaborate with the team to embrace an AI/ML-first approach, streamlining processes and eliminating tedious tasks to focus on what truly matters.

Required Qualifications, Capabilities And Skills:

• BS/BA degree or equivalent experience
• Ability to operate independently and develop solutions with occasionally ambiguous requirements
• Experience working across multiple projects, managing deadlines and stakeholders

Preferred Qualifications, Capabilities And Skills:

• 1-3 years of consulting experience and/or exposure to product or agile coaching
• Experience in evaluation and improvement of organizational structure, operating models, or processes
• General understanding of software development methodologies and practices at scale (e.g., SAFe)

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