Manager, Business Strategy - Wealth Management
Core
Lead strategic portfolio management processes, governance, and reporting for the Wealth Management Business Enablement team to optimize investment decisions and value realization.
Role type
Manager, Business Strategy (Finance)
Builds
Financial models, scenario analyses, and executive-level presentations
Domain
Wealth Management / Corporate Finance
Deliverable
dashboards & analysis
Required skills
Strategic thinking, Financial analysis, Portfolio management, Data analysis, Change management, Team leadership, Executive communication, Relationship building, Problem-solving
Preferred skills
Advanced Excel, Advanced PowerPoint, Experience in Operations Strategy
Responsibilities
Lead strategic portfolio management processes, governance, and reporting; Develop and present financial and operational analyses to senior leadership; Create portfolio reporting that provides transparency for decision-making; Build financial models, scenario analyses, and executive-level presentations; Partner with Product, Technology, and Wealth Management leadership; Drive change management, accountability, and issue resolution; Mentor team members and foster cross-functional collaboration
Seniority
Manager, hands-on IC with team leadership