Purchase Experience - Wealth Strategy Lead , Corporate Vice President
About The Position
The Wealth Strategy Lead within Purchase Experience (PX) is responsible for ensuring that Wealth products, solutions, and advisor-led wealth journeys are integrated into the PX strategy and execution roadmap. This role brings deep wealth domain expertise into PX to help shape priorities, identify gaps, and drive coordinated action across products and platforms. Reporting into PX Strategy Leadership, this role acts as the strategic connective tissue between PX and the Wealth business, translating wealth strategy, market dynamics, and advisor needs into clear PX implications. The role will challenge existing points of view, surface opportunities to better enable wealth-led growth, and support experimentation and transformation efforts that improve how wealth solutions are purchased, positioned, and delivered.
Requirements
- 7–10 years of experience in wealth management, financial services strategy, product strategy, consulting, or innovation.
- Strong understanding of wealth products, advisor-led models, and client wealth journeys.
- Experience translating strategy into actionable roadmaps, initiatives, or operating model implications.
- Strong strategic thinking with the ability to connect enterprise priorities to execution-level decisions.
- Excellent communication skills, particularly in framing complex ideas for senior leaders.
- Influential and collaborative, with the ability to work across organizational boundaries without direct authority.
Responsibilities
- Wealth Strategy Integration within Purchase Experience
- Serve as the primary wealth strategy subject-matter expert within PX, ensuring wealth considerations are embedded across PX initiatives, roadmaps, and prioritization decisions.
- Translate enterprise and wealth business strategies into clear implications for the purchase experience, including advisor workflows, client journeys, product access, and operational enablement.
- Identify gaps, friction points, and opportunities for how wealth products and solutions are currently supported within PX.
- Portfolio Strategy & Strategic Planning
- Support the development and ongoing evolution of the PX strategic roadmap with a specific focus on wealth-related capabilities, experiences, and investments.
- Assess how PX initiatives impact wealth outcomes and help guide prioritization, sequencing, and trade-off decisions.
- Work with stakeholders to ensure wealth initiatives are well defined, aligned, and positioned for execution.
- Competitive Intelligence & Market Insight
- Bring a strong understanding of wealth management market trends, competitor approaches, and emerging models into PX strategy discussions.
- Synthesize insights on how peers and market leaders enable wealth sales, advice delivery, and advisor experiences within their purchase journeys.
- Innovation, Experimentation & Applied Strategy
- Identify opportunities for experimentation and pilot efforts that improve wealth-related purchase experiences, advisor enablement, or product access.
- Support the definition and evaluation of proofs of concept related to wealth products, tools, or workflows.
Benefits
- We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs.
- Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
