Business Strategist, Vice President (Wealth Management)

TL;DR

Business Strategist, Vice President (Wealth Management): Developing and managing business development and practice management programs for the Client Solutions Group with an accent on professional development and training for financial advisors. Focus on creating engaging educational content and scaling sales effectiveness across US, EMEA, and Asia markets.

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.