AVP, Growth Strategy & Execution

Location: Based in the Fort Mill or Tempe office; the posting also lists Fort Mill/Charlotte.

Salary: $117,935.00–$196,524.00 annual base salary

Company

Wealth management firm providing financial advisors and institutions with affiliation models, investment solutions, fintech tools, and practice management services.

What you will do

• Lead growth and strategic initiatives with material impact on the business and clients.
• Build strategic perspectives, go-to-market strategies, and project execution plans.
• Collaborate with partners and leaders across the organization and drive cross-functional change.
• Interact with financial advisors to gather feedback, uncover insights, and improve client experiences.
• Lead data analysis, reporting, presentations, and business management for assigned projects.
• Support business continuity planning, process improvements, team events, and special projects.

Requirements

• 5+ years of experience in strategy or management consulting.
• Experience in growth strategy, growth hacking, innovation and new ventures, product strategy and development, or business management.
• Strong analytical skills and the ability to turn data into actionable insights.
• Superior communication, collaboration, presentation, and storytelling skills.
• Ability to simplify complex topics and combine human-centered design with growth strategy.

Nice to have

• Knowledge of the wealth management industry and financial advisor businesses.
• Management consulting experience.
• MBA degree.

Culture & Benefits

• Fast-paced, collaborative, team-oriented environment.
• Focus on creativity, continuous improvement, integrity, and client success.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Opportunities to work with leaders and partners across the organization.