Senior Manager - Strategic Advisory

About the role

The Senior Manager will be a key member of an advisory pod that will work with Enterprise and business segment leaders to help advise and evaluate strategies for high-impact enterprise undertakings and growth initiatives.

Responsibilities

• Collaborate with senior leadership to determine and implement strategic next steps, driving the firm's growth
• Offer consultative support to help executive leadership achieve multi-year plans and strategic initiatives
• Lead/facilitate strategic exercises and various strategy workshops with stakeholders across the firm
• Support the maintenance of and modification to the firm's strategic plan through the management of a strategic planning process
• Drive measurement of progress against stated short, medium, and long-term strategies
• Conduct thorough analyses of high impact strategic issues confronting the firm, collaborating with and managing cross-functional teams as required
• Communicate strategic priorities and execution plans across the firm via presentations, meetings, and written communications
• Track industry and competitive trends, and develop business outlook and forecasts where appropriate
• Lead a team of leaders and associates with mandates for strategy formulation and competitive insights
• Support the development of vision, mission, and long-term strategy with the senior management team

Requirements

• Bachelor's degree is required with an emphasis in Accounting, Finance, or Economics
• Advanced Degree(s) or Certification(s) in Business, Accounting, Finance, Economics, or Analytics are preferred
• 7-10 years of relevant work experience, with a preference for core strategy and/or analytical work at leading Strategy Consulting Firms or Financial Services Organizations
• Deep expertise in Wealth Management with prior experience in HNW, digital wealth management and/or practice management
• Additional exposure to the financial services ecosystem is highly beneficial (e.g., experience in Asset Management)
• Capability to deliver ambiguous strategic projects end-to-end while contributing to the work of multiple other projects (including coaching of junior colleagues)
• Experience contributing to high-impact strategy assignments and comfort with ambiguous, ever-changing situations
• Ability to communicate effectively, both verbally and in writing, as the position will be responsible for significant thought leadership

Qualifications

• Lives within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations
• Talent Capability and Generations Hub Locations: Colleagues assigned to work within a Talent Capability or Generations Hub are expected to work a minimum of four in-office days per week, unless engaged in business offsite

Skills

• Ability to break down and solve problems through quantitative thinking and analysis

Benefits

• Medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness)
• Short- and long-term disability, basic life, and basic AD&D coverage
• 401(k) retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account
• 10 paid holidays and 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism
• Eligibility for bonuses and profit sharing
• Employee Assistance Program

Pay

• Hiring Minimum: $144,000.00
• Hiring Maximum: $245,100.00

Schedule

• Associates are expected to work in the office four days per week