Business Strategist, Vice President (Wealth Management)

Location: New York, NY. Must be U.S. based.

Salary: USD 125,000 - 290,000

Company

One of the world’s leading asset managers with over $2 trillion in assets under supervision, providing investment and advisory services globally.

What you will do

• Develop, refine, and manage a suite of practice management, team development, and sales development programs for financial advisors and institutional clients.
• Collaborate with the Business Strategy Team to implement programs across US, EMEA, and Asia regions.
• Coordinate with internal and external sales and service teams to source new business and ensure the timely completion of deliverables.
• Conduct training and coaching programs for intermediary clients to help them grow their business and enhance professional skills.

Requirements

• 10-15+ years of wealth management industry experience, particularly with financial advisors and institutions (Independent firms, Bank/Trust, RIA, Broker-Dealer).
• Strong interpersonal and business analysis skills.
• Proven track record of successfully developing and implementing professional development and training programs.
• Strong public speaking and presentation skills.
• Bachelor's degree.
• Willingness to travel approximately 50% throughout the United States.

Nice to have

• Experience as a financial advisor, or internal/external sales professional.
• Experience as an Executive Coach or direct coaching experience with financial professionals.
• Industry-recognized designations such as CFA, CFP, CIMA, or ICF Coach.

Culture & Benefits

• Culture that values integrity, transparency, and diversity.
• Opportunity to work within a global, multi-product platform.
• Collaboration with talented colleagues across various asset classes and regions.
• Focus on long-term performance and sustainable success for clients worldwide.