Director of Business Strategy
Core
Senior service role supporting Financial Advisors and Private Wealth Advisors to enhance client relationships and execute business strategies.
Role type
Senior IC business strategy director (wealth management)
Builds
Client service models, business plans, and financial reports for existing and prospective clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
leadership, client relationship management, business strategy development, financial planning, team coordination
Preferred skills
CFP or CFA designation, additional product licenses
Technologies
firm-approved financial planning systems
Responsibilities
Cultivate relationships with business partners and colleagues; Support FAs/PWAs in enhancing client relationships; Lead development and execution of team business strategies; Prepare and review client reports and financial plans; Participate in client meetings representing the service lens; Optimize business practice efficiencies; Allocate work among support professionals