Wealth Management Finance, Strategy & Initiatives - Vice President
Core
Lead strategic transformation, process re-engineering, and modernization of Wealth Management Finance data, systems, and reporting capabilities.
Role type
Vice President, Strategy & Initiatives (Finance)
Builds
Modernized finance processes, data infrastructure, and strategic solutions for the Wealth Management Business Unit.
Domain
Financial Services / Wealth Management Finance
Deliverable
product features
Required skills
Strategic transformation, change leadership, business analysis, stakeholder engagement, risk management, technical partnership, AI fluency, executive communication, opportunity assessment, requirements definition, process design, validation, testing, readiness, influence without authority, analytical capability, adaptability, curiosity, team orientation.
Preferred skills
None explicitly stated as preferred; all listed capabilities are required.
Technologies
None explicitly listed (mentions data, analytics, automation, AI, technology teams).
Responsibilities
Lead strategic initiatives to simplify and modernize Finance processes, data, reporting, and technology; act as a change agent to drive complex business decisions; partner with Finance, Technology, Operations, and business leaders to translate priorities into actionable solutions; evaluate new business initiatives for implications and risks; drive business analysis including requirements definition, process design, validation, testing, and readiness; leverage data, analytics, automation, and AI to improve decision-making and efficiency; build strong relationships across functions to facilitate alignment; prepare and deliver executive-level communications and recommendations.
Seniority
Vice President, Senior leadership level with strategic oversight and cross-functional influence.
