Director/AVP Strategy

4 days ago

New York, New York, United States TALENT Software Services Full time

Job Title: AVP/
Director (Strategy & Growth)
Work Location: New York City, NY,
or 3 days onsite per week)
Job Duration: Short term contract (Two and a half months)
Summary:

  • The AVP, Strategy & Growth will support the SVP, Finance and Growth - Wealth Management in driving the strategic, financial, and operational agenda for client's Wealth Management business.
  • This role will help translate the firm's growth ambitions into actionable plans, working across business, finance, product, and technology teams to ensure disciplined execution and measurable impact.
  • The ideal candidate brings a strong foundation in management consulting combined with a practical understanding of the wealth management industry.
  • This is an opportunity to work directly with senior leadership on initiatives that shape the future of client's Wealth Management business, including launching, scaling a new digital self-service channel, and optimizing the business for sustainable growth.

Responsibilities:
Strategic Planning & Execution

  • Support the SVP in defining and refining the multi-year strategic roadmap for Wealth Management to drive outsized revenue and earnings growth
  • Translate strategic priorities into actionable workplans with measurable outcomes, tracking progress and surfacing dependencies and risks
  • Develop clear, data-driven insights and recommendations for senior executives and cross-functional partners to support execution of the multi-year roadmap

Business Growth Initiatives

  • Partner with product, distribution, and digital teams to design and operationalize initiatives that drive new client acquisition, rollover capture, and digital engagement
  • Coordinate and track progress on the build of the digital self-service channel, facilitating communication and accountability across teams
  • Support the scaling of the digital self-service channel by tracking KPIs, analyzing participant behavior, and identifying opportunities to improve conversion and retention

Performance Management & Decision Support

  • Help define and monitor key performance indicators for the Wealth Management business
  • Ensure the leadership team has access to timely, relevant insights to inform financial and strategic decision-making
  • Develop business cases and financial frameworks to evaluate growth opportunities, investments, and partnerships

Desired Qualifications & Experience

  • Education: Bachelor's degree required; MBA or related advanced degree preferred.

Experience:

  • A minimum of 10 years of total work experience in management consulting, corporate strategy, or business transformaton, ideally with expertise in wealth management.
  • Familiarity with advisory, retirement, or digital wealth platforms is highly desirable.
  • Proven experience translating strategy into execution and driving results through cross-functional collaboration.

Skills & Attributes:

  • Strong problem-solving, analytical, and structured thinking skills.
  • Excellent communication and presentation skills with executive-level polish.
  • Comfortable operating in a dynamic, fast-paced environment with evolving priorities.
  • Collaborative and proactive, with the ability to work independently and drive initiatives forward.
  • Skilled in synthesizing insights from complex data and crafting concise, actionable recommendations.
  • Passion for continuous learnng and a desire to drive meaningful impact.

Nice to Have:

  • Proficient with PowerBI and/or other advanced analytics tools; data skills; light coding

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