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About the Role
This role serves as a high-impact partner to executive and senior leadership, leading enterprise-wide strategic initiatives that are critical to the firm’s growth and operating priorities. It is designed for a strategy-oriented leader who can bring structure to ambiguous business challenges, translate strategy into executable workstreams, influence senior stakeholders, and drive initiatives from concept through adoption and measurable results.
Responsibilities
- Partner with executive and senior leaders to define, structure, and advance the firm’s highest-priority strategic initiatives.
- Translate broad strategic objectives into clear problem statements, hypotheses, workstreams, milestones, decision points, and measurable outcomes.
- Lead cross-functional initiatives including organizational transformation, operating model design, integration, growth initiatives, process redesign, capacity and resource optimization, and enterprise effectiveness.
- Conduct structured analysis, synthesize complex information, and develop fact-based recommendations.
- Create executive-ready materials articulating insights, options, tradeoffs, recommendations, risks, and required decisions.
- Develop and lead change strategies addressing stakeholder alignment, communications, adoption, readiness, and sustained behavior change.
- Assess organizational impacts of strategic initiatives on roles, responsibilities, workflows, governance, decision rights, and ways of working.
- Partner with relevant leaders to ensure change is understood, sequenced appropriately, and embedded across the organization.
- Identify resistance, adoption risks, and organizational barriers early and develop practical mitigation plans.
- Establish feedback loops and adoption measures to determine if initiatives are achieving intended outcomes.
- Serve as a trusted thought partner to senior leaders by bringing structure, perspective, and disciplined problem solving to complex or ambiguous business issues.
- Facilitate executive and cross-functional working sessions to drive decisions, clarify ownership, and accelerate execution.
- Influence stakeholders across functions and levels without relying on formal authority.
- Maintain strong executive communication, including concise updates on progress, key decisions, dependencies, risks, and areas requiring leadership intervention.
- Create clear governance and accountability mechanisms for strategic initiatives.
- Own strategic initiatives end-to-end, from initial scoping and business case development through implementation, adoption, and post-implementation assessment.
- Build practical execution roadmaps with clear owners, milestones, dependencies, success measures, and decision gates.
- Track progress against intended business outcomes.
- Proactively identify execution risks, organizational dependencies, and capacity constraints; escalate issues with recommended paths forward.
- Ensure initiatives transition effectively into business-as-usual ownership with clear accountability and measures of success.
- Identify opportunities to simplify how work gets done, improve organizational effectiveness, and strengthen enterprise execution.
- Apply structured problem-solving methodologies to diagnose root causes, evaluate alternatives, and recommend scalable solutions.
- Develop frameworks, playbooks, and repeatable approaches to improve the firm’s ability to execute strategic priorities.
- Bring an enterprise lens to decisions, balancing functional needs with broader firm priorities and long-term scalability.
Requirements
- 7+ years of experience as a Project Manager.
- Experience within the wealth management or financial services industry is preferred.
- Strong preference for candidates with experience at a top-tier strategy consulting firm such as Bain, McKinsey, BCG, or a comparable consulting environment.
- Strong knowledge of wealth management practices and financial products.
- Excellent leadership, communication, and interpersonal skills.
- Proficiency in project management tools and software.
- Ability to analyze complex issues and make strategic decisions.
- Strong problem-solving and critical-thinking abilities.
- Exceptional organizational skills and attention to detail.
Skills
- Enterprise Strategy
- Strategic Initiatives
- Change Management
- Organizational Transformation
- Executive Partnership
- Cross-Functional Leadership
- Initiative Execution
- Business Outcomes
- Enterprise Improvement
- Strategic Problem Solving
- Management Consulting Toolkit
- Problem Solving
- Executive Communication
- Project Management Tools and Software
Experience Level
- 7+ years of experience
Education Level
- Bachelor's degree in business administration, finance, or related field
- MBA or other relevant advanced degree preferred
Salary/Compensations
- $200,000 Base Salary + Bonus