Corporate Strategy Specialist

Banco Itaú (Suisse) SA • Miami, FL

1d

About The Position

The Corporate Strategy Specialist plays a critical role in supporting the definition and delivery of the strategic agenda for WMS. This role involves delivering data-driven insights, optimizing performance measurement, and supporting the execution of programs within the organization. The individual will collaborate with senior leadership and cross-functional teams to generate actionable intelligence, support strategic decision-making, and foster innovation to create long-term value.

Requirements

• 7+ years of experience in Management Consulting, Wealth Management Corporate Strategy, or similar strategic roles, with exposure to US and/or European markets.
• Demonstrated experience in coordinating and driving strategic projects, from ideation through to successful delivery, ensuring impactful outcomes.
• Intellectual curiosity and a proven ability to rapidly develop expertise in new topics, industries, and emerging trends.
• Strong problem-solving ability to break down complex issues, structure frameworks, and apply analytical tools to derive solutions.
• Fluency with large data sets and advanced analytical tools, including data visualization and business intelligence software.
• Strong verbal and written communication skills, with the ability to influence senior stakeholders and present insights in a clear, compelling manner.
• Highly results-oriented, with a strong personal initiative and an entrepreneurial mindset.
• Collaborative, team-oriented operating style with a proven ability to work cross-functionally and across diverse teams.
• Bachelor's Degree in a relevant field (Business, Finance, Economics, etc.).
• Fluency in English and Portuguese is required for effective communication across global teams.
• Advanced MS Excel and PowerPoint skills, with the ability to create complex models, reports, and presentations.

Responsibilities

• Conduct comprehensive market and internal data collection and build and maintain value-add benchmarks, predictive models, and forecasts to enable superior decision-making and strategic moves.
• Support the definition, tracking, and reporting of strategic OKRs (Objectives and Key Results) and KPIs (Key Performance Indicators) to enable visibility on performance and ensure increased alignment.
• Assist in the development of high-impact presentations for executive leadership and communicate complex data in a compelling and accessible manner to support leadership's strategic vision and decision-making process.
• Support coordination and tracking of the strategic project portfolio, collaborating with key stakeholders to manage timelines, deliverables, and resources to ensure optimal delivery of the strategic agenda.
• Support program leads with crafting and delivering solutions for strategic value creation programs.
• Support GPM in creating a bridge between the business leads and the Community in Brazil, ensuring effective communication and alignment across global teams.
• Help foster an environment that encourages innovation, digital excellence, and continuous improvement across teams.
• Compliance with Anti-Money Laundering and Bank Secrecy Act related principles, laws, rules and regulations, as well as Itau's related policies and procedures.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior