Asset & Wealth Management, Client Solutions Group, Business Strategy & Finance, Vice President (Financial Services)

Location: New York, NY, United States; office-based role.

Company

A leading global asset manager focused on investment opportunities, client outcomes, integrity, teamwork, and excellence.

What you will do

• Partner with senior leadership to develop and execute strategic initiatives supporting business growth, advisor engagement, and commercial effectiveness.
• Design, enhance, and operationalize compensation and incentive programs aligned with business objectives and growth priorities.
• Analyze sales performance, business trends, productivity metrics, resource allocation, industry trends, competitive dynamics, and market developments.
• Support strategic planning, forecasting, budgeting, headcount planning, business management processes, governance, and business reviews.
• Develop reporting, KPI frameworks, management materials, and data strategy for the commissions program to improve transparency, scalability, and actionable insights.
• Lead cross-functional initiatives involving process improvement, automation, data quality, infrastructure enhancement, and organizational effectiveness.

Requirements

• 8–15 years of relevant experience in business strategy, finance, business management, compensation, consulting, COO functions, analytics, or related fields.
• Strong strategic thinking and analytical capabilities, including the ability to translate complex information into actionable recommendations.
• Experience supporting senior leadership and influencing decisions across multiple stakeholder groups.
• Ability to lead cross-functional initiatives and manage competing priorities in a dynamic environment.
• Strong understanding of financial analysis, business performance metrics, incentive structures, and organizational planning.
• Advanced Excel and PowerPoint skills.
• Excellent communication skills for presenting complex concepts clearly and effectively to senior audiences.
• Strong project management, organizational, and execution skills with exceptional attention to detail.
• Ability to build trusted relationships and collaborate effectively across functions and seniority levels.

Nice to have

• Experience in asset management, wealth management, financial services, or other commercially driven businesses.
• Experience with Tableau, Power BI, Alteryx, Qlik, or similar data visualization and analytics platforms.
• Background in distribution strategy, business management or COO functions, compensation and incentive design, commercial finance, sales analytics and business intelligence, management consulting, corporate strategy and planning, financial planning and analysis, or client and distribution leadership support.

Culture & Benefits

• Work with colleagues across asset classes and regions on investment and client-focused initiatives.
• Culture centered on integrity, teamwork, excellence, diversity, and delivering exceptional outcomes.
• High-visibility position with exposure to senior leaders and influence over strategic direction, operating model, and performance frameworks.