Wealth Management Finance, Strategy & Change Management VP
Core
Lead strategic transformation and modernization of Wealth Management Finance data, systems, and processes while acting as a change agent for the Finance division.
Role type
Senior IC strategy & change management VP
Builds
Modernized Finance data systems, processes, and reporting capabilities
Domain
Financial Services / Wealth Management Finance
Required skills
Strategic transformation, Change leadership, Business acumen, Requirements analysis, Technical partnership, AI fluency, Risk management, Stakeholder engagement, Executive communication, Analytical capability
Preferred skills
Consulting experience, Product management, Technology delivery, Influence without authority, Adaptability, Curiosity, Team orientation
Technologies
Data analytics, Automation, AI tools
Responsibilities
Lead strategic initiatives to simplify and modernize Finance processes and technology; Act as a change agent to drive complex business decisions; Partner with Technology and Operations to define target-state solutions; Evaluate new business initiatives and assess risks; Drive business analysis including requirements definition and testing; Prepare executive-level communications and recommendations.
Seniority
VP, Senior leadership