WM Administration - Strategy, Vice President
Core
Develops and executes the firm's highest priority strategic initiatives, partnering with senior leadership to capture growth opportunities across Wealth Management.
Role type
Vice President, Strategy
Builds
Strategic frameworks, financial models, scenario analyses, and executive-ready presentations for Wealth Management business growth.
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Strategic thinking, financial modeling, data analysis, corporate finance, market research, competitive intelligence, project management, presentation skills
Preferred skills
AI tools proficiency (prompt writing, GPT creation)
Technologies
Microsoft Office (Excel, Word, PowerPoint), AI tools
Responsibilities
Analyze data and build financial models to drive insights; Develop strategic and analytical frameworks; Gather competitive intelligence; Create executive-ready presentations; Conduct market research; Facilitate strategic initiatives; Support evaluation of acquisitions and partnerships
Seniority
Senior, hands-on IC