Asset & Wealth Management, Client Solutions Group - Finance, Vice President

About the role

We are seeking a highly motivated, detail-oriented vice president to join our global Client Solutions Group management and finance team. In this role, you will partner with various groups both within and adjacent to the Global Client Solutions Group to manage the commissions program for the third-party wealth client channel. The team works directly with leadership to design, implement, and operationalize a commissions program that supports the execution of growth plans for the business.

The team is responsible for supporting the Client Solutions Group in financial modeling for key strategic initiatives, managing core financial functions, business and financial reporting, and data governance that spans both public and private businesses. You will collaborate with AWM Leadership, Human Capital Management, Controllers, and Sales Enablement teams.

Responsibilities

• Design, implement, and operationalize a commissions program that enhances sales performance, aligns employee incentives with revenue goals, and manages costs effectively.
• Provide regular KPI progress updates and market analytics to assess the state, and develop the narrative, of the commissions program.
• Oversee a comprehensive and robust governance framework to ensure ongoing alignment with key business objectives.
• Provide analytical support to leadership for strategic initiatives and decisions.
• Take project management lead to enhance program management infrastructure, while partnering with cross-functional stakeholders to drive efficiency and scale.

Requirements

• 10-15 years of relevant experience in a Finance, Accounting, or Data Analytics role; experience with commissions programs a plus.
• Strong problem-solving skills and abilities, able to craft unique solutions with limited guidance; proactive in assessing dynamic situations.
• Expert skills in Excel (vlookups, pivot tables, simple macros, etc.), PowerPoint (graphs/charts).
• Working knowledge of analytics applications (i.e., Alteryx, Tableau, Qlik) and database tools (e.g., Elastic, MS SQL Server, Legend) a plus.
• Self-motivated and driven, with a steep growth curve.
• Fast learner and effective communicator of new or complex information.
• Ability to work at varying speeds and under timeframe pressure while maintaining extremely high standards.
• Team player with strong interpersonal skills: ability to build trust and confidence, strengthen relationships, and collaborate well internally.
• Project management skills; highly organized with attention to detail and excellent follow-through; able to define, structure, and prioritize work flexibly.
• Confidence to challenge and innovate; focus on identifying areas to improve efficiency through automation and scalability.

Pay

The expected base salary for this Albany/New York City, NY, United States-based position is $100,000–$250,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.