College or University degree and/or relevant proven work experience (MBA preferred)
Experience in strategy consulting or comparable analytical field
Experience in wealth management or broader financial services (preferred)
Consulting experience in financial services with a leading professional services firm or internal strategy work with a banking institution (strongly preferred)
Strong structuring and analytical skills
Fluency in PowerPoint and Excel
Ability to build and manage relationships with multiple internal stakeholders
Ability to deliver high quality output on condensed timelines
Proven ability to manage deadlines and tight turnarounds
Ability to manage multiple stakeholders and interface with senior leadership
Exceptional problem solving and critical thinking skills
Strong verbal and written communications skills
Extensive quantitative analysis skills
Ability to influence people across levels and functions
Ability to thrive in ambiguity
Self-starter
Awareness of competition and differentiating factors in the market
Ability to explain difficult or sensitive information and build consensus
Responsibilities
Drive key strategic analyses and projects working across senior management team and cross-functional partners
Design recommendations around growth strategy, business and operating model changes
Assess competitive positioning and analyze broader economic and technological trends and outlooks for potential implications for the wealth management industry
Collaborate with cross-functional teams including sales, finance, marketing, and product development
Manage and maintain key relationships with internal subject matter experts/partners
Stay closely involved with daily performance management at the business unit level
Support participation in the annual Board of Directors Strategic Planning Review