About The Position

The Market Strategy Lead partners with Regional Chairs and local Market Leadership Teams (MLTs) to develop and activate business growth and cross-Line of Business (LOB) market strategies. This role serves as a crucial link between LOBs, Corporate Responsibility (CR), and other key corporate functions. The objective is to ensure consistent planning, effective localized cross-LOB execution, and increased visibility of market initiatives and best practices. Additionally, the role aims to identify opportunities for combined efforts and amplified impact. This position offers the chance to shape cross-LOB growth strategies, deliver tangible market impact, and gain visibility with senior leadership across various lines of business and the MLT network.

Requirements

  • 7-10 years in strategic business development, corporate strategy, a banker role, or a leadership role in growth-focused environments within sizable organizations or consultancies.
  • Banking or financial services experience.
  • Proven ability to design, develop, and implement growth frameworks and strategies aligned to firm-wide objectives.
  • Data-driven decision-maker with the ability to synthesize complex data, market trends, and insights to inform local strategies and measure outcomes.
  • Exceptional written and verbal communication skills; adept at presenting and advocating for strategies with executive audiences.
  • Demonstrated ability to build strong relationships with key internal stakeholders (e.g., LOB partners, CR, Communications) to drive cross-LOB initiatives.
  • Proven organizational skills with high attention to detail; thrives in a fast-paced, deadline-driven environment and exercises sound judgment, confidentiality, and initiative.
  • Proficient in business insight tools, CRM systems, and Microsoft Office Suite, especially Excel and PowerPoint.

Nice To Haves

  • In-market presence and established relationships with local LOB partners strongly preferred to provide localized support effectively.
  • Familiarity with LOB systems (Company iQ, WM Connect, etc.) is a plus.

Responsibilities

  • Lead an annual planning cadence with each MLT and equip teams to set goals, prioritize, and execute market-level plans and tactics that grow the business, including engaging employees and supporting the community.
  • Support execution of localized tactics to advance market strategies and relationship development with key stakeholders in the firm and in the markets.
  • Support budget review conversations and advise on MLT investments; monitor progress against plans and flag for Head of MLT National Program any discrepancies and gaps for action, in partnership with OCFO.
  • Collaborate with centralized data teams and Program Management team for consistent delivery of data and metrics to support the markets, KPI tracking, and reporting.
  • Provide actionable insights and recommendations, contribute to business cases for growth initiatives, and ensure timely and accurate communication of results to MLTs and senior leadership.
  • Regularly attend local MLT meetings and spend time in markets as appropriate.
  • Foster cross-LOB connectivity by building strong relationships with MLTs and local LOB partners, coordinating with stakeholders to align market-level strategies, address LOB-specific needs, and inform resource allocation recommendations to MLT National leadership based on expertise and capacity.
  • Conduct regular check-ins with MLT Chairs and Regional Chairs to align priorities and remove roadblocks to execution, while proactively anticipating the needs of Regional Chairs and local MLTs.
  • Capture and share proven playbooks across markets to drive consistent, efficient execution, streamline processes, and partner with Program Management to embed program-wide processes, tools, and best practices across the MLT network.
  • Work with CR Communications to align external engagement, internal communications plans, and other market visibility opportunities with the local market strategies.
  • Collaborate with Government Relations on MLT engagement for any local market fly-ins to Capitol Hill and any related initiatives.

Benefits

  • Comprehensive health care coverage
  • On-site health and wellness centers
  • A retirement savings plan
  • Backup childcare
  • Tuition reimbursement
  • Mental health support
  • Financial coaching
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