Manager, Business Strategy - Wealth Management
About The Position
The Strategic Portfolio Management (SPM) team within Wealth Management Business Enablement oversees strategic initiatives and capital investments, ensuring alignment between business strategy and execution. The Manager, Business Strategy partners with senior leaders to optimize investment decisions, portfolio governance, reporting, and value realization. The role leads portfolio management processes and provides financial and operational analyses, reporting, models, scenario analyses, and executive presentations to support decision-making. It partners across Product, Technology, and Wealth Management, drives change management and accountability, monitors portfolio risks and outcomes, and mentors team members while fostering cross-functional collaboration.
Requirements
- Approximately 10+ years of relevant experience.
- Strong financial, portfolio, and data analysis capabilities.
- Advanced Excel and PowerPoint skills.
- Excellent executive communication and presentation skills.
- Ability to influence senior leaders and drive decisions through analysis.
- Strong strategic thinking, problem-solving, and organizational skills.
- Ability to work independently and drive initiatives to completion.
- Experience building relationships across all organizational levels.
- Ability to manage a team.
- Applicants must be authorized to work in the U.S. without requiring employment-based visa sponsorship now or in the future.
Responsibilities
- Lead strategic portfolio management processes, governance, and reporting.
- Develop and present financial and operational analyses to senior leadership.
- Create portfolio reporting that provides transparency for decision-making.
- Build financial models, scenario analyses, and executive-level presentations.
- Partner with Product, Technology, and Wealth Management leadership.
- Drive change management, accountability, and issue resolution.
- Maintain visibility into portfolio risks, dependencies, investments, and outcomes.
- Mentor team members and foster cross-functional collaboration.
- Manage a team.
Benefits
- Retirement benefits, including 401(k) and pension
- Medical, dental, and vision benefits
- Spending accounts
- Disability benefits
- Paid time off
- Parental and caregiver leave
- Life and accident insurance
- Other voluntary and well-being benefits
- Discretionary bonus program that may include an equity component
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
