The Advice + Wealth Management (AWM) Strategy Team is the engine behind strategy development, market intelligence, and competitive insight for AWM's senior leaders. We provide objective analysis on the most pressing trends and opportunities to help shape the division's trajectory. The team sits within AWM Strategy & Planning and is organized into two sub-teams, each offering exposure to a variety of opportunities. Across these teams, we are hiring for two roles: one will focus on supporting a strategic initiative to drive growth over the next several years, and on building and operating a competitive intelligence function. The other will concentrate on strategy analysis for priority questions across AWM, delivering insights that inform key decisions and long-term planning. Both roles will provide a chance to work across domains and projects, ensuring a well-rounded experience and ample opportunity for development.
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Job Type
Full-time
Career Level
Mid Level
Industry
Funds, Trusts, and Other Financial Vehicles
Education Level
Bachelor's degree