AVP, Growth Strategy & Execution
Core
Drive future growth and deeper advisor engagement by turning strategic ideas into actionable initiatives, identifying market opportunities, and developing go-to-market strategies.
Role type
Senior IC growth strategy & business management lead
Builds
Growth strategies, project execution plans, and data-driven insights for the Client Success Business Management & Strategy team
Domain
Wealth management / Financial services
Required skills
Growth strategy, market research & sizing, business management, data analysis, human-centered design, strategic thinking, project execution, cross-functional collaboration, presentation skills, stakeholder management
Preferred skills
Wealth management industry knowledge, management consulting experience, MBA degree
Technologies
PowerPoint, data analysis tools
Responsibilities
Lead and support high-impact initiatives; build strategic perspectives and execute projects; collaborate with partners and leaders; interact with advisors for feedback and insights; lead data insights and reporting; create and deliver strategic presentations; drive cross-functional change efforts; manage special projects and process improvements.
Seniority
Senior, hands-on IC