AVP/ Director (Strategy & Growth)

Are you an experienced AVP/ Director (Strategy & Growth) with a desire to excel? If so, then Talent Software Services may have the job for you! Our client is seeking an experienced AVP/ Director (Strategy & Growth) to work at their company in New York, NY.

Position Summary:

• The AVP, Strategy & Growth will support the SVP, Finance and Growth – Wealth Management in driving the strategic, financial, and operational agenda for clients' Wealth Management business.
• This role will help translate the firm's growth ambitions into actionable plans, working across business, finance, product, and technology teams to ensure disciplined execution and measurable impact.
• The ideal candidate brings a strong foundation in management consulting combined with a practical understanding of the wealth management industry.
• This is an opportunity to work directly with senior leadership on initiatives that shape the future of the client's Wealth Management business, including launching and scaling a new digital self-service channel, and optimizing the business for sustainable growth.

Primary Responsibilities/Accountabilities:

Strategic Planning & Execution

• Support the SVP in defining and refining the multi-year strategic roadmap for Wealth Management to drive outsized revenue and earnings growth
• Translate strategic priorities into actionable work plans with measurable outcomes, tracking progress and surfacing dependencies and risks
• Develop clear, data-driven insights and recommendations for senior executives and cross-functional partners to support execution of the multi-year roadmap

Business Growth Initiatives

• Partner with product, distribution, and digital teams to design and operationalise initiatives that drive new client acquisition, rollover capture, and digital engagement
• Coordinate and track progress on the build of the digital self-service channel, facilitating communication and accountability across teams
• Support the scaling of the digital self-service channel by tracking KPIs, analysing participant behaviour, and identifying opportunities to improve conversion and retention

Performance Management & Decision Support

• Help define and monitor key performance indicators for the Wealth Management business
• Ensure the leadership team has access to timely, relevant insights to inform financial and strategic decision-making
• Develop business cases and financial frameworks to evaluate growth opportunities, investments, and partnerships

Qualifications:

• Education: Bachelor's degree required; MBA or related advanced degree preferred.
• A minimum of 10 years of total work experience in management consulting, corporate strategy, or business transformation, ideally with expertise in wealth management.
• Familiarity with advisory, retirement, or digital wealth platforms is highly desirable.
• Proven experience translating strategy into execution and driving results through cross-functional collaboration.

Preferred:

• Strong problem-solving, analytical, and structured thinking skills.
• Excellent communication and presentation skills with executive-level polish.
• Comfortable operating in a dynamic, fast-paced environment with evolving priorities.
• Collaborative and proactive, with the ability to work independently and drive initiatives forward.
• Skilled in synthesising insights from complex data and crafting concise, actionable recommendations.
• Passion for continuous learning and a desire to drive meaningful impact.
• Proficient with Power BI and/or other advanced analytics tools; data skills; light coding