Senior Lead Technology Business Services Consultant

About this role:

In this role, you will:

• Lead or support executive routines across Corporate & Investment Banking Technology, including business reviews, operating reviews, management meetings, extended leadership sessions, town halls, and leadership offsites
  Coordinate agendas, content intake, presentation materials, review cycles, meeting readiness, and follow-up tracking for senior leadership forums

• Establish and manage agenda items for management meetings and extended leadership sessions, ensuring topics are relevant, timely, and decision-oriented
  Support executive business unit reviews by partnering with content owners to develop clear, concise, and polished PowerPoint materials

• Track weekly accomplishments, look-ahead items, awards, delivery milestones, and leadership updates for Operating Committee-level and senior executive reporting

• Partner with senior leaders, business services leads, communications, finance, workforce, portfolio, risk, and delivery teams to collect inputs, validate content, resolve gaps, and meet deadlines

• Support town halls and leadership forums by preparing agendas, run-of-show materials, talking points, Q&A content, recognition items, and post-event follow-ups

• Support leadership offsites by coordinating agendas, session objectives, speaker inputs, pre-read materials, presentations, logistics inputs, and action tracking

• Review executive materials for clarity, accuracy, formatting, messaging quality, and alignment to leadership expectations
  Identify opportunities to simplify executive reporting processes, reduce rework, create repeatable templates, and strengthen operating discipline

• Make decisions in complex situations requiring strong judgment, organizational awareness, executive presence, and the ability to manage competing priorities

• Collaborate with Technology Business Services leaders and partners to resolve issues, clarify priorities, and provide effective leadership support

• Provide guidance on tools, templates, dashboards, and collaboration platforms that improve executive routines, reporting quality, and leadership decision-making

Required Qualifications:

• 7+ years of Information Technology in support of Business Services experience, or equivalent demonstrated through one or a combination of the following work experience, training, military experience, education

Desired Qualifications:

• Experience supporting Technology, Corporate & Investment Banking, Technology Business Services, COO / business management, executive office, strategy execution, communications, finance, workforce, portfolio, risk, or delivery functions

• Experience managing executive routines, business reviews, operating reviews, town halls, leadership offsites, management meetings, or extended leadership sessions

• Experience developing executive-level PowerPoint presentations, leadership updates, executive summaries, talking points, agendas, and decision-ready materials

• Advanced PowerPoint skills with the ability to build polished, visually clear, senior-leader-ready presentations

• Strong Excel skills, including trackers, inventories, action logs, reporting tools, summary views, and basic analysis

• Excellent written and verbal communication skills with the ability to simplify complex topics into concise, business-focused narratives

• Strong organizational skills with the ability to manage multiple priorities, stakeholders, deadlines, and deliverables in a fast-paced environment

• Ability to identify the “so what” in business