Director of Strategy, Wealth Management

AXA Equitable Holdings,Inc,•Syracuse, NY

58d•Hybrid

About The Position

At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential? Equitable is seeking a dynamic Director of Strategy to join our Wealth Management team. In this pivotal role, you will partner with senior leadership to shape and drive the next phase of business growth. You'll be responsible for defining strategic priorities, developing actionable business plans, aligning cross-functional stakeholders, and monitoring industry trends and competitive movements to ensure we remain ahead of the curve. This position offers a hybrid work model (remote and in-office) and can be based in either our Charlotte, NC or New York, NY office.

Requirements

Bachelor's degree in Business Management, Finance, or a related field
Prior industry experience in financial services, insurance, or a top-tier strategy consulting firm
Advanced proficiency in Excel and spreadsheet modeling
Experience leading change through agile, adaptive leadership and change management practices
Demonstrated financial acumen with the ability to craft compelling narratives through data
Strategic thinker with a deep understanding of the competitive landscape and ability to identify key opportunities for Wealth Management growth
Knowledge of data gathering and analysis tools, techniques and processes; ability to utilize data analysis tools to identify factors influencing business performance and to gain greater insight into trends within a business, industry and customer base.
Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.
Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.
Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.
Knowledge of market research; ability to collect, collate and analyze information about existing or potential markets and market needs.
Knowledge of effective planning techniques and ability to contribute to operational (short term), tactical (1-2 years) and strategic (3-5 years) planning in support of the overall business plan.
Knowledge of concepts and ability to plan, create and present business proposals, initiatives and ideas by storytelling actual business scenarios that are situation-specific, engaging, memorable and persuasive as compared to one-way, fact-based presentations.

Nice To Haves

MBA degree desired
Exceptional communication skills-verbal, written, and presentation-with the ability to distill complex topics into clear executive summaries
Strong grasp of business models and value creation levers
Demonstrated structured problem-solving capabilities
Proven ability to collaborate across cross-functional teams and drive strategic outcomes
Conceptual and forward-thinking mindset with the ability to manage multiple initiatives simultaneously
Ability to influence and engage senior stakeholders effectively

Responsibilities

Define growth strategies and frameworks that create clarity and drive action.
Lead the annual strategic planning process, including tier 1/tier 2 planning and coordination with Finance and key stakeholders.
Support strategic planning and budgeting processes in close partnership with Finance.
Continuously enhance the Wealth Management value proposition for both advisors and clients.
Support M&A discussions and evaluate strategic opportunities.
Act as a key liaison to broader Equitable Holdings (EQH) partners, including Finance, Operations, and other business units.
Prepare strategic documents and presentations for senior audiences including the Board, senior management, and investor relations.
Maintain a medium-to-long term outlook on industry trends and competitive actions.
Conduct market research and gather insights to inform business decisions.
Deeply understand the Wealth Management industry and its key players.