Overview In this VP, WM Strategy role you shape Wealth Management's future by solving high-impact strategic questions. You'll synthesize industry insights, build financial models, and develop frameworks to drive growth, profitability, and partnerships. You'll partner across Advisory/Private Wealth, E TRADE, Workplace & Institutional, and Finance to deliver actionable recommendations. Your work will influence multi-year planning and strategic initiatives across the firm. This is a high-impact, cross-functional opportunity at a market-leading wealth business.
Compensation / Benefits- attractive and comprehensive employee benefits and perks
Responsibilities- Analyze data and build financial models to derive insights
- Develop strategic frameworks for critical projects
- Gather competitive intelligence on existing and emerging competitors
- Create executive-ready presentations communicating business strategy
- Conduct market research to identify attractive new markets and trends
- Facilitate Wealth Management strategic initiatives with cross-functional teams
- Support evaluation of potential acquisitions and partnerships
- Synthesize insights and deliver clear recommendations to shape MSWM's future
Key requirements- Bachelor's degree with strong academic record
- 5+ years in management consulting, investment banking, or internal strategy/corporate development
- Direct experience in Wealth Management, Banking, or Financial Services
- Strong data analysis and financial modeling; solid corporate finance and accounting foundation
- Attention to detail and excellent written/verbal communication
- Ability to manage multiple workstreams and work independently
- Collaborative mindset with strong interpersonal judgment
- Proficiency in Microsoft Office (Excel, Word, PowerPoint)
- Proficiency in AI tools (prompt writing, GPT applications)
- Strategic thinking
- Strong analytical and problem-solving abilities
- Attention to detail
- Financial modeling
- Data analysis
- Corporate finance
