Investment Management - Business Strategy Manager

About the role

The Business Strategy Manager will advise leading asset and wealth management organizations on their most important business priorities. This role focuses on the Investment Management (IM) industry.

Responsibilities

• Work directly with senior client leaders to solve complex business challenges, define & drive growth strategy, and help organizations transform their operating models and drive change through technology and data.
• Engage in high-impact engagements across the IM landscape, combining strategic thinking, industry expertise, and hands-on execution.
• Provide insight and knowledge of investment management business models, industry dynamics, and strategic issues facing asset and wealth managers.
• Lead complex strategy engagements or major workstreams from problem definition and scope alignment through analysis, recommendation development, and delivery.
• Build trusted relationships with senior client stakeholders and provide clear, actionable guidance on critical business issues.
• Evaluate market, financial, and operational data; synthesize findings into fact-based insights and strategic recommendations.
• Contribute to business development activities, including proposal support, solution shaping, and client presentations.
• Oversee and provide guidance to the broader consulting team, including training and professional development opportunities.

Qualifications

• Bachelor's degree from accredited university with strong undergraduate academic record
• 6+ years of management consulting experience focused on Corporate & Business Unit Strategy, Strategic Planning, Growth Strategy, Commercial Strategy, and Business Transformation
• 6+ years of experience in consulting, corporate strategy, or a strategy-focused role within financial services or investment management
• 6+ years of experience working with senior executives crafting and implementing strategies for growth and transformation at the corporate, business, or product level
• 6+ years of experience creating client-ready materials, including roadmaps, presentations (PowerPoint), business case, business process, and transformation plans, etc.
• 4+ years of experience using analytical methods and tools to create project analysis and recommendation support
• 4+ years of experience defining trends across industries and articulating their impact on clients' business and strategic choices
• 4+ years of experience leading a team and influencing others, including coaching and mentoring other staff
• Ability to work independently and collaborate as part of a team
• Meticulous attention to detail and quality of work product
• Ability to build and sustain professional relationships
• Ability to lead projects or workstreams
• Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
• Strong interpersonal skills and professional demeanor
• Ability to meet deadlines
• Ability to mentor and provide clear guidance to others

Preferred

• Advanced degree in business (i.e., MBA)
• 4+ years of experience in the consulting services sales pursuit & proposal process
• 4+ years of experience with Scenario Planning/Modeling
• Knowledge of or experience in broader G&A functions (i.e., HR, IT, Finance, Procurement, Commercial Operations)
• Basic understanding of the core digital technologies that underpin world class customer experiences (e.g., CRM, E-Commerce, Content Management)
• Experience advising clients on growth strategy, commercial strategy, enterprise transformation, or operating model redesign