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AVP/ Director (Strategy & Growth) at Talent Software Services
Talent Software Services
New York, New York
Administration
Posted 0 days ago
Job Description
AVP/ Director (Strategy & Growth) Job Summary: Talent Software Services is in search of an AVP/ Director (Strategy & Growth) for a contract position in New York, NY. The opportunity will be three months with a strong chance for a long-term extension. Position Summary: The AVP, Strategy & Growth will support the SVP, Finance and Growth – Wealth Management in driving the strategic, financial, and operational agenda for client's 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 client's Wealth Management business, including launching, scaling a new digital self-service channel, and optimizing the business for sustainable growth. Primary Responsibilities/Accountabilities: Strategic Planning & ExecutionSupport 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 InitiativesPartner 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 SupportHelp 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 transformaton, 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 synthesizing insights from complex data and crafting concise, actionable recommendations. Passion for continuous learnng and a desire to drive meaningful impact. Proficient with PowerBI and/or other advanced analytics tools; data skills; light coding If this job is a match for your background, we would be honoured to receive your application! Providing consulting opportunities to TALENTed people since 1987, we offer a host of opportunities, including contract, contract to hire, and permanent placement. Let's talk!
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