Senior Director Wealth Management Strategy

Key Responsibilities And Duties

Own day-to-day management of project and delivery of entire engagement
Scope problems, identify major issues and actionable opportunities, design solutions, and quantify potential bottom-line financial impact
Work with team to develop workplan to test / evaluate strategies and insights which could span strategy, process or organizational change
Provides advanced expertise to engagement teams in leading the identification, understanding and framing of complex business problems and needs
Review synthesized findings and recommendations, and oversee creation of senior management documents to present recommendations (inclusive of presentations for Executive Committee and Board members)
Advise and influence senior leaders on key decisions and major change initiatives
Lead interview campaigns, working sessions and senior client presentations; maintain composure and presence in difficult client meetings
Lead one or more client projects, including managing multiple juniors across several workstreams
Collaborate with the team to develop hypotheses, conduct analysis and develop roadmaps for solutions
Manages performance of junior team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional products and engagement, motivation, and development of team

Educational Requirements

Bachelor's Degree or Equivalent Experience Required
Work Experience 8+ Years Required; 10+ Years Preferred

Physical Requirements

Sedentary Work

Career Level

10PL Required

Qualifications

• 8+ years in Strategic Consulting, Internal or External
• Bachelor's Degree or equivalent

Preferred Qualifications

• 10+ years in consulting with a top-tier management consulting firm or internal consulting / corporate strategy team, or equivalent experience in the Wealth Management Industry
• Managerial experience motivating and leading teams
• Ability to provide structure to ambiguous situations and apply analytical tools to develop solutions
• Strong client management and executive-level communication skills
• MBA or advanced degree from top-tier program
• Financial services background preferred