Strategy & Business Operations Lead

Who is AdvisorEngine:

We believe that the future of financial advice is personal, scientific and beautiful – these three ideals drive everything that we do.

AdvisorEngine is a leading wealth management fintech platform that creates a unified experience across financial advisors, investors, and business management personnel. Our wealth management platform enables financial advisors to deliver an engaging, personalized client experience and to operate at scale through smart automation.

Our team is made up of designers, enterprise technologists, data scientists, futurists, and business builders. We are based in NYC and Raleigh, NC. If you love data and are driven to create the future of financial advice, we’d love to hear from you.

About the role:

We’re seeking a dynamic, talented individual to join our team. Reporting directly to the COO/CFO/CMO, you will play a central role in our business success.

This is a special opportunity to contribute across Strategy, Corporate Finance and Growth. If you are looking for a leadership opportunity at a fast-growing fintech company, this spot is for you.

Responsibilities:

Strategy

• Lead the company’s annual planning and forecasting process.
• Develop executive presentation materials that align the organization around key business goals and growth priorities.
• Actively contribute to strategy sessions, including monthly management meetings and the annual leadership offsite.
• Translate strategic discussions into actionable next steps that will drive results.

Corporate Finance

• Own and manage the company’s financial projections. Integrate actual results and maintain an accurate forward-looking model.
• Partner with department heads to ensure budget accountability and identify drivers of financial performance.

Business Analysis Operations

• Support the leadership team using business analysis and management reporting to support data-driven decision-making.
• Serve as the point-person for our company’s Entrepreneurial Operating System (EOS) framework.
• Own our company dashboards and KPI tracking, ensuring visibility into cross-functional performance.
• Act as program manager for cross-departmental strategic initiatives.

Requirements

If this sounds like you, apply:

• Strategic thinker. You are innately curious. In your daily life, you often wonder ‘how might I make this process/experience/thing better?’ You are capable of thinking top-down and bottom-up.
• Presentation pro. You are adept at storyboarding. You articulate your own ideas clearly, concisely and confidently. You are comfortable working directly with execs and translating their ideas into Powerpoint deck pages.
• Financial modeler. You take pride in creating clean, easy-to-update financial and operational models. When you’re in Excel, bystanders will think you’re playing the piano. You index-match in your sleep. You enjoy working with data, performing analysis and finding insights that can help the business. Bonus points: you are already comfortable working with SaaS metrics such as ARR, churn, LTV/CAC, etc.
• Business builder. You are a hands-on leader and contributor. You thrive when you can directly, tangibly tie your personal contributions to the ultimate success of an organization.
• Trusted partner. People count on you. You are consistent and reliable, with a sharp attention to detail. When you say you’re going to do something, you do it. You exercise discretion.
• Great energy. You are a culture carrier. People naturally gravitate to you. When things are difficult, your leadership shines through.

Nice to have

• 5 years of experience. Ideally in management consulting, investment banking or corporate strategy/finance.
• Leadership experience. Prior leadership role in a growth-stage business, such as a senior role in finance, strategy or operations.

Relevant industry background. Experience working in technology, AI, wealth management or asset management.