![Bank of America](https://contents.bebee.com/companies/us/bank-of-america/avatar-s2EEZ.png)
Strategy Head
3 weeks ago
Job Description:
As a member of the Merrill organization, the Investment Solutions Group is dedicated to providing top-notch investment strategies, platforms, solutions, and assistance for clients in all wealth management sectors (including Merrill and the Private Bank).
What you'll be doing:
- Source high-quality hedge fund offerings for Merrill and Private Bank clients, staying ahead of the wealth management client base's needs, monitoring industry trends and new product development, and leveraging asset manager connections to discover new offerings.
- Negotiate business terms like offering and price structures, exclusivity, capacity, and protection rights for Merrill and Private Bank clients, and draft distribution agreements with asset managers.
- Coordinate the fund launch process by working with asset managers, CIO due diligence, platform, operational, and distribution teams.
- Serve as the main contact for third-party asset managers, building strong relationships and aligning third-party managers with Merrill's goals.
- Act as the key link between asset managers and internal teams, keeping clients, financial advisors, and internal teams informed about important fund updates.
What we need from you:
- Over 8 years experience in the alternative investments industry, direct relevant work experience is a plus.
- Highly organized and detail-oriented with strategic thinking capabilities.
- Excellent communication, interpersonal, and presentation skills.
- Ability to work independently and collaboratively across all levels within the organization.
- Strong project and time management skills, with the ability to lead cross-functional work efforts.
- Capability to identify, prioritize, and execute business priorities effectively.
- Passion for mentoring junior team members, delegating responsibilities, and guiding them through challenges.
- Bachelor's degree required; advanced degree preferred (MBA or CFA; CAIA designation is a plus).
- Preferred candidates currently holding Series 7 and Series 66 (or Series 63 and 65) licenses. Consideration may be given to candidates without current licenses, but willing to obtain them after starting the role.
Shift:
1st shift (United States of America)Hours Per Week:
40-
Associate Strategy Director
3 weeks ago
New York, New York, United States Movement Strategy Full timeAssociate Director, Strategy Position: Full-TimeLocation: This position offers remote work from California, Colorado or New York. Please be aware that applications from candidates residing outside of these three states will not be considered.OVERVIEW Movement Strategy is looking for an Associate Strategy Director to join our team. You will report to the Head...
-
Associate Strategy Director
1 month ago
New York, New York, United States Movement Strategy Full timeAssociate Director, Strategy Position: Full-TimeLocation: This position offers remote work from California, Colorado or New York. Please be aware that applications from candidates residing outside of these three states will not be considered.OVERVIEW Movement Strategy is looking for an Associate Strategy Director to join our team. You will report to the Head...
-
Head of Product Strategy and Insights
1 week ago
New York, New York, United States U.S. Bank National Association Full timeAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...
-
Head of Demand Partner Strategy
3 weeks ago
New York, New York, United States Comcast Advertising Full timeFreeWheel, a Comcast company, provides comprehensive ad platforms for publishers, advertisers, and media buyers. Powered by premium video content, robust data, and advanced technology, we're making it easier for buyers and sellers to transact across all screens, data types, and sales channels. As a global company, we have offices in nine countries and can...
-
Head of Demand Partner Strategy
1 month ago
New York, New York, United States Comcast Advertising Full timeFreeWheel, a Comcast company, provides comprehensive ad platforms for publishers, advertisers, and media buyers. Powered by premium video content, robust data, and advanced technology, we're making it easier for buyers and sellers to transact across all screens, data types, and sales channels. As a global company, we have offices in nine countries and can...
-
Head of Strategy and Chief of Staff to CEO
1 week ago
New York, New York, United States AXA SA Full timeHead of Strategy & Chief of Staff to CEO, AXA XL United States The Head of Strategy & Chief of Staff will work with the AXA XL Chief Executive Officer in the development and management of the overall strategic direction for AXA XL, ensuring alignment across the regions, business units and AXA Group. The selected candidate will be instrumental in influencing,...
-
Head of Strategy and Chief of Staff to CEO
1 week ago
New York, New York, United States AXA XL Ltd Full timeHead of Strategy & Chief of Staff to CEO, AXA XL United States The Head of Strategy & Chief of Staff will work with the AXA XL Chief Executive Officer in the development and management of the overall strategic direction for AXA XL, ensuring alignment across the regions, business units and AXA Group. The selected candidate will be instrumental in...
-
Head of Strategy and Chief of Staff to CEO
3 weeks ago
New York, New York, United States AXA Group Full timeHead of Strategy & Chief of Staff to CEO, AXA XLUnited StatesThe Head of Strategy & Chief of Staff will work with the AXA XL Chief Executive Officer in the development and management of the overall strategic direction for AXA XL, ensuring alignment across the regions, business units and AXA Group. The selected candidate will be instrumental in influencing,...
-
Manager, Strategy
1 month ago
New York, New York, United States Tapestry Full timeWe believe that difference sparks brilliance, so we welcome people and ideas from everywhere to join us in stretching what's possible. At Tapestry, being true to yourself is core to who we are. When each of us brings our individuality to our collective ambition, our creativity is unleashed. This global house of brands - Coach, Kate Spade New York, Stuart...
-
Manager, Strategy
1 week ago
New York, New York, United States Tapestry Full timeWe believe that difference sparks brilliance, so we welcome people and ideas from everywhere to join us in stretching what's possible. At Tapestry, being true to yourself is core to who we are. When each of us brings our individuality to our collective ambition, our creativity is unleashed. This global house of brands - Coach, Kate Spade New York, Stuart...
-
Manager, Strategy
3 weeks ago
New York, New York, United States Tapestry Full timeWe believe that difference sparks brilliance, so we welcome people and ideas from everywhere to join us in stretching what's possible. At Tapestry, being true to yourself is core to who we are. When each of us brings our individuality to our collective ambition, our creativity is unleashed. This global house of brands - Coach, Kate Spade New York, Stuart...
-
Head of Marketing Americas
1 week ago
New York, New York, United States SCOR Full timeJob Description In the dynamic context of a new 3-year strategic plan launched by the Group and a recently reorganized organization, you will oversee marketing planning and operations for SCOR Property & Casualty in the Americas region (i.e., Canada, USA, Caribbean, Central and Latin America). In line with the global strategy and marketing plan, you will...
-
Head of Marketing
3 weeks ago
New York, New York, United States WeWard Full timeFollowing the strong growth of WeWard (presence in new countries, +20M users ...) we are looking for our first Head of Marketing in order to structure and scale the activity.Working with Yves, CEO and co-founder of WeWard, and alongside the entire marketing team, your role will be to intervene and ensure the development of the entire user life cycle and...
-
Head of Marketing
2 months ago
New York, New York, United States WeWard Full timeFollowing the strong growth of WeWard (presence in new countries, +20M users ...) we are looking for our first Head of Marketing in order to structure and scale the activity.Working with Yves, CEO and co-founder of WeWard, and alongside the entire marketing team, your role will be to intervene and ensure the development of the entire user life cycle and...
-
Head, Operations
1 week ago
New York, New York, United States Paga Full timeJob DescriptionJob DescriptionSalary: Job description for role of Head, Operations Department & Admin The Company - Memento Microfinance Bank LimitedCompany type/Sector - Digital Bank/ Financial ServicesReports to The Chief Executive OfficerLocation - Lagos, NigeriaExperience - Minimum of 5 years of relevant experience in financial servicesABOUT THE...
-
Head of Marketing
11 hours ago
New York, New York, United States Audicus Full timeHEAD OF MARKETING WHO WE AREAudicus is a health-tech company based in New York City. We are changing the hearing aid industry with a leading telehealth solution that streamlines the hearing care experience from testing to product delivery and support. We are highly mission-driven and have reconnected, transformed and empowered tens of thousands of lives to...
-
New York, New York, United States Block Full timeCompany DescriptionBlock is one company built from many blocks, all united by the same purpose of economic empowerment. The blocks that form our foundational teams - People, Finance, Counsel, Hardware, Information Security, Platform Infrastructure Engineering, and more - provide support and guidance at the corporate level. They work across business groups...
-
Head of Sales
1 week ago
New York, New York, United States BusRight Full timeMore than 26 million students ride 500,000 buses to and from school daily. That operation is managed by under-equipped transportation teams using pen & paper or legacy software, which struggle to solve todays challenges, including increasing route complexity, overwhelming parent demands, and a severe driver shortage. BusRight is the Student Transportation...
-
Head of Bids
1 month ago
New York, New York, United States Mace Full timeAt Mace, our purpose is to redefine the boundaries of ambition. We believe in creating places that are responsible, bringing transformative impact to our people, communities and societies across the globe. To learn more about our purpose, culture, and priorities, visit our strategy site.Within our Consult business we harness our unique combination of...
-
Head of Bids
3 weeks ago
New York, New York, United States Mace Full timeAt Mace, our purpose is to redefine the boundaries of ambition. We believe in creating places that are responsible, bringing transformative impact to our people, communities and societies across the globe. To learn more about our purpose, culture, and priorities, visit our strategy site.Within our Consult business we harness our unique combination of...