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Manager, Business Strategy - Wealth Management

114 700 - 194 900$
Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Manager, Business Strategy - Wealth Management (Strategic Portfolio Management/Financial Analysis): Leading strategic portfolio governance, investment analysis, and reporting for Wealth Management initiatives with an accent on financial modeling, scenario analysis, and executive communication. Focus on optimizing capital allocation, managing portfolio risks and dependencies, driving accountability, and resolving cross-functional issues.

Location: Chicago, IL, United States of America. Applicants must be authorized to work in the U.S. without employment-based visa sponsorship.

Salary: $114,700–$194,900 USD base pay annually.

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

  • Lead strategic portfolio management processes, governance, and reporting for Wealth Management initiatives and capital investments.
  • Develop and present financial, operational, and portfolio analyses to senior leadership.
  • Build financial models, scenario analyses, executive presentations, and transparent portfolio reporting.
  • Partner with Product, Technology, and Wealth Management leaders to align strategy and execution.
  • Drive change management, accountability, issue resolution, and visibility into portfolio risks, dependencies, investments, and outcomes.
  • Mentor team members and foster cross-functional collaboration.

Requirements

  • Approximately 10+ years of relevant experience.
  • Strong financial, portfolio, and data analysis capabilities.
  • Advanced Excel and PowerPoint skills.
  • Excellent executive communication and presentation skills.
  • Strategic thinking, problem-solving, and organizational skills.
  • Ability to influence senior leaders and drive decisions through analysis.
  • Ability to work independently, drive initiatives to completion, and build relationships across all organizational levels.
  • Ability to manage a team.
  • U.S. work authorization without current or future employment-based visa sponsorship; hirify.global does not sponsor employment-based visas for this opportunity.

Culture & Benefits

  • Flexible and collaborative work culture with accessible senior leaders and opportunities for internal movement.
  • Retirement benefits including 401(k) and pension, plus medical, dental, vision, spending accounts, and disability benefits.
  • Paid time off, parental and caregiver leave, life and accident insurance, and well-being benefits.
  • Discretionary bonus program that may include an equity component.
  • Inclusive workplace with opportunities to support local communities through philanthropy.
  • Reasonable accommodations are available throughout the employment process.

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