Strategy & Growth Director/AVP
New York, NY (Hybrid schedule)
W2 contract role 3 Months
Pay Range: $80-90/hour
About the Job
Within our Wealth Management business, we have an immediate opening for an AVP, Strategy & Growth to support our ambitious growth agenda.
Get to Know the Opportunity
The AVP, Strategy & Growth will support the SVP, Finance and Growth — Wealth Management in driving the strategic, financial, and operational agenda for our 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 Wealth Management business, including launching and scaling a new digital self-service channel and optimizing the business for sustainable growth.
The Contributions You Will Make
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 workplans 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 operationalize 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, analyzing participant behavior, 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
Desired Qualifications & Experience
Education: Bachelor’s degree required; MBA or related advanced degree preferred.
Experience:
- 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.
Skills & Attributes:
- 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 synthesizing insights from complex data and crafting concise, actionable recommendations.
- Passion for continuous learning and a desire to drive meaningful impact.