Path to Advice Strategy and Execution, VP
Core
Lead strategy and execution for the Path to Advice team to drive new asset and client growth across Advisor, Workplace, and Self-directed segments.
Role type
VP, Strategy & Execution
Builds
Franchise client engagement solutions, lead generation and distribution platforms, and growth initiatives (organic/inorganic).
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Strategic planning, cross-functional program leadership, data-driven insights, stakeholder management, financial modeling, project management, C-level presentation development, Microsoft Office proficiency.
Preferred skills
MBA, Wealth Management expertise, GenAI/Automation experience.
Responsibilities
Develop firmwide strategies, lead cross-functional initiatives from planning to execution, partner with core businesses across the customer journey, coach team members on analysis and recommendations.
Seniority
VP, Strategy & Execution
