Develop creative and innovative solutions for the firm's largest independent and institutional clients and high-value prospects that address complex business challenges and drive substantial value creation
Drive due diligence, technology consulting initiatives, and integration activities to support strategic partnership opportunities
Drive the strategic alignment of client priorities and initiatives through ongoing leadership of a program governance structure that ensures stakeholder engagement and efficient program execution
Collaborate across the firm to gain/maintain alignment on vision, strategy, and performance to client goals, approaching strategy with an entrepreneurial mindset, leveraging critical thinking to demonstrate the value proposition to clients
Develop and implement roadmaps, plans, and metrics to communicate progress, risks, and execution approaches, and create best-in-class reports and presentations related to client priorities and initiatives
Actively anticipate, identify, and manage risks within position scope and at the company, and raise issues to appropriate levels for attention and transparency
Coach, mentor, and help drive a high-performing team to deliver on objectives
Build strong relationships and collaborate with internal team members and business partners to strategize and develop innovative solutions for an industry-leading adviser and institution experience in a way that encourages creativity and continuous improvement
Provide analysis and project management on a variety of strategic initiatives impacting Affiliation Models and Institutional Clients and assist in creating and implementing best practices for project implementation and reporting via PowerPoint, Excel, BOX, Smartsheet, Jira, Confluence, and AHA!
Requirements
Bachelor’s degree in a related field
5+ years of experience in management consulting, product management, corporate strategy or project management preferably within a financial services or related FinTech firm
Experience effectively manage multiple initiatives/projects at one time, work within a team, show strong attention to detail, communicate clearly and concisely, work comfortably with incomplete information, and deal with ambiguity in a fast-paced environment
Benefits
401K matching
health benefits
employee stock options
paid time off
volunteer time off
Job title
AVP, Business Design & Solutioning – Client Solutioning
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