AVP Retirement & Wealth Strategy
Core
Trusted advisor to the Retirement & Wealth Leadership Team, driving global strategy, transformation, and execution for a business serving 6M+ customers.
Role type
Senior IC strategy & transformation lead
Builds
Global strategy roadmaps, executive communications, and cross-functional execution plans for Retirement & Wealth channels
Domain
Financial services / Wealth & Asset Management
Deliverable
product features
Required skills
Strategy formulation, transformation leadership, executive communication, cross-functional collaboration, project management, competitive intelligence, team management, business acumen, stakeholder influence
Preferred skills
None stated
Technologies
None stated
Responsibilities
Analyze business priorities to generate executive action; build and maintain strategy for Retail, Retirement, and Institutional channels; translate strategy into actionable priorities for regional teams; drive cross-functional collaboration for business readiness; partner with Portfolio Governance to align project books with strategic roadmaps; monitor strategy execution with Finance partners; manage strategy professionals; align strategic goals with market intelligence; lead communications to the Board, Executive Leadership, and external audiences (analysts, rating agencies, conferences)
Seniority
Senior, hands-on IC with management responsibilities