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Milano, Lombardia, Italia
Onsite
About Us
Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.
Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet.
We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows.
As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.
Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.
Business Support Project Manager
Location: based in Milan, but availability to travel to Paris often
Department: Operations
Contract: Full-Time | Permanent | CBA: banking, 3rd Professional Area | Base Salary Range: 36k-40k
Role purpose
The Business Support & Projects Manager supports Front Office teams in their day-to-day activities and contributes to the continuous improvement and transformation of operational processes.
S/he acts as a key point of contact between the business, support and control functions, coordinating cross-functional projects and implementing Group initiatives locally. In this capacity, the function facilitates day-to-day operations, supports the effective adoption of tools and processes, and translates the needs of private bankers and assistants into operational solutions aligned with the Group operating model.
Key responsibilities
YOUR ROLE
The Candidate will join Rothschild & Co Wealth Management Italy at a key stage of its development, and will ensure the smooth, controlled and scalable operation of Front Office activities, building on Group standards while incorporating the operational, regulatory and commercial requirements specific to Italy.
1. Operational support for the Front Office
· Act as the primary point of contact for private bankers and assistants on operational matters involving cross-functional teams, including Onboarding, Operations, IT and Compliance.
· Assess and qualify requests, distinguish user-related issues from specific business needs, and follow them through to implementation or resolution.
· Prepare and lead regular meetings with Front Office teams, communicate new processes and support users in adopting them.
· Understand and contribute to the continuous improvement of Group operational processes and procedures; establish the local procedures required for the effective operation of the branch while maintaining the highest possible level of alignment with Group-wide processes.
· Draft and maintain procedures, operating instructions, user guides, FAQs, training materials and launch communications in Italian and English.
· Act as the Data lead: build an in-depth understanding of data held across the bank’s systems, combine data from different sources and produce reports for the branch’s various business lines.
2. Functional lead for Front Office tools (Ariane & GOA expert level, FST & Espace Privé understanding level)
· Act as the functional administrator of the IT tools and applications used within the Italian business (the “Applications”), within the governance framework agreed with central teams, including maintaining the necessary configurations such as checklists and alerts.
· Present new Applications features to the Italian teams, monitor adoption and identify any additional support or training needs.
· Gather and formalise the needs of the Italian teams, prepare business requirements and translate them into specifications that can be implemented by Product and IT teams.
· Prepare test scenarios, coordinate or perform User Acceptance Testing (UAT), document defects and verify fixes before production release.
· Participate in project governance forums, sprint reviews and monitoring arrangements for developments affecting Italy.
· Contribute to the monitoring of operational incidents, action plans and business continuity matters within the role’s scope.
· Contribute to enhancements of other Front Office tools and digital journeys, and ensure that the Italian scope is properly included and deployed.
· Deliver the required training and keep operating instructions, user guides, FAQs, training materials and launch communications up to date in Italian and English.
CANDIDATE PROFILE
Education and experience
· Higher education degree in project management, finance, economics, engineering, information systems or a related field.
· Approximately 3 to 5 years of experience in Business Support, Business Analysis, business project management, banking organization, data or cross-functional project management.
· Experience in a banking or financial environment, ideally in private banking or wealth management.
Key skills
· Strong service orientation, excellent communication skills and the ability to build trusted relationships.
· Strong analytical and summarizing skills, with the ability to structure complex topics and propose practical solutions.
· Rigor, autonomy, strong prioritization skills and the ability to manage several topics simultaneously.
· Ability to work effectively in an international, cross-functional and evolving environment.
· Proficiency in Microsoft Office tools, particularly Excel and PowerPoint, and collaborative tools.
· Proficiency in data management and reporting tools such as Access, Power BI or equivalent, as well as database management.
· Experience in User Acceptance Testing, procedure writing and change management.
Languages
· Italian: fluent or native speaker.
· English: full professional proficiency
· French: full professional proficiency
SUCCESS CRITERIA
· A clearly identified local point of contact for Front Office and support functions.
· Requests are properly assessed, prioritised and followed through to resolution.
· Tools and processes are adapted to Italian requirements while remaining aligned with the European platform and Group standards.
· Reliable campaigns and KPIs that are understood and used by management.
· Sustainable adoption of tools, supported by up-to-date training, materials and procedures.
· Smooth coordination between Milan and central teams, with consolidated visibility over risks and dependencies.
WHY JOIN US
This role offers direct exposure to private banking activities, commercial teams and the strategic projects shaping the Italian entity. It combines close engagement with the business, functional expertise, data, transformation and international coordination. The successful candidate will make a tangible contribution to building a sustainable local operating model that supports the Front Office and enhances the bank’s quality of execution.