AVP Strategy - Intermediary, Product, Institutional
Core
Strategic partner driving growth choices, portfolio decisions, and executable roadmaps for Retail Intermediary, Global Product, and Institutional business lines in Wealth & Asset Management.
Role type
Senior IC strategy leader (AVP)
Builds
Integrated strategic plans, sequenced roadmaps, and executive-ready narratives for senior leadership and the Board.
Domain
Wealth & Asset Management (Public and Private Markets)
Required skills
Strategic planning, portfolio management, roadmap execution, financial analysis, stakeholder influence, change management, executive communication, team leadership, market analysis, resource allocation
Preferred skills
Experience in consulting or transformation, knowledge of intermediary/institutional distribution, ability to operate in ambiguity
Technologies
None stated
Responsibilities
Frame consequential strategic choices and provide evidence-based recommendations; Develop and refine integrated strategies for target client segments; Translate strategy into sequenced roadmaps with clear business outcomes; Lead prioritization and governance of strategic initiative pipelines; Analyze industry dynamics and competitor actions to identify opportunities and risks; Partner with business leaders to align work with strategic priorities; Lead and develop strategy professionals.
Seniority
Senior, hands-on IC