AVP, Growth Solutions Strategist
Core
Designing and evolving digital solutions to accelerate growth for financial advisors by turning strategy into measurable product outcomes.
Role type
Associate Vice Principal, Growth Solutions Strategist (Product Strategy & Go-to-Market)
Builds
Digital solutions and experiences for financial advisors to grow their practices
Domain
Wealth Management / Financial Services
Deliverable
product features
Required skills
Product strategy, business case development, roadmap research, go-to-market planning, data analysis, test-and-learn design, cross-functional collaboration
Preferred skills
Growth strategy, customer experience, digital transformation, experimental methods (pilots/A/B testing)
Technologies
None explicitly stated
Responsibilities
Own end-to-end strategy and execution for a portfolio of digital solutions; Build and maintain business cases including opportunity sizing and investment rationale; Lead strategic roadmap research synthesizing customer insights and market trends; Structure and manage go-to-market approaches for new pilots; Use data to track solution performance and report to senior stakeholders; Sponsor test-and-learn initiatives and incorporate results into forward-looking plans; Collaborate with field-facing teams to ensure practical adoption and measurable outcomes
Seniority
Senior, hands-on IC with strategic ownership