The Opportunity: You will be an integral part of the This role is integral part of Institutional Solutions. The Institutional Solutions Strategy, Execution & Governance Team is focused on the planning, strategy and execution of business value to all Institutional markets. This role will help develop and manage the evolution of the organization’s vision/objectives through focus on strategy alignment/assessment. This role will also support the IS markets ensuring alignment of organization objectives, strategic plans and identification of strengths and opportunities. Focus areas will include but limited to operational effectiveness/efficiencies, capacity utilization and model, process improvement, organization change, problem solving, critical thinking, expense and financial management, etc. This role reports directly to the Head of Institutional Strategy and Planning. The Team: The Institutional Solutions Strategy, Execution & Governance Team is responsible for driving the execution of strategic goals/objectives and delivering on key priorities. The Impact: Strategic Leadership & Alignment Align Initiatives to Enterprise Strategy: Partner with the Head of Strategy & Planning and IS leadership to ensure the portfolio of initiatives and business priorities directly support overarching strategic objectives. Assess Organizational Health: Evaluate processes, technology, and operating models to identify improvement opportunities that drive efficiency and scalability. Serve as a Thought Partner: Collaborate with business leaders on strategic thinking and process optimization to enable sustainable growth and transformation. Stakeholder Engagement & Influence Translate Strategy into Action: Collaborate with IS leadership and cross-functional teams to convert strategic vision into funded roadmaps, budgets, and measurable financial outcomes. Deliver synthesized insights for leadership. Guide Transformation: Establish guiding principles to position the organization and workforce for future transformation, fostering engagement, development, and clear communication across teams and markets. Operational Excellence & Risk Management Proactively Manage Risks & Opportunities: Anticipate market and business dynamics, translating insights into actionable recommendations that enhance value and operational performance. Drive Process Optimization: Recommend and oversee execution of process enhancements, operational efficiencies, and operating model improvements. Planning & Execution/Reporting Execution driven mindset: Assist in planning and see through execution of multiple work efforts and initiatives. Automate Reporting/financial process: Champion automation and process improvements to reduce manual touchpoints, ensuring precision and efficiency for stakeholders. Expense Management: Streamline processes for managing both business and technology expenses. Monitor and analyze financial data to assess run rates and overall financial health; including but not limited to understanding accruals and indirect/direct allocations. Post Project Support transition: Ensure seamless ongoing support and adoption to the business post initiative hand-off.
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Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees