Path to Advice VP

As a Vice President on the team, you will lead cross-functional initiatives from planning to execution, ensuring alignment on goals, timelines and key deliverables. You will help stand up several new initiatives the team is pursuing that will generate Net New Asset growth this year This role will include collaboration with teams across business units and geographic regions to drive strategic projects and operational improvements. The role will be Field-facing, requiring the candidate to work closely with Financial Advisors and Field Management As a leader on the team, you will be expected to provide data-driven insights, while in parallel coaching other team members on how to perform analysis and craft recommendations In this role, you will work closely with senior leadership to optimize the operations of our lead distribution process. You will also shape the narrative of the Firm's Path to Advice strategy, providing direction and analytical support for external work the team is preparing Develop concise and effective presentations supporting strategic initiatives Work across multiple lines of business and operation departments to improve opportunities sent to Financial Advisors Support test & learn campaigns, including analyzing high-level performance data, and identifying optimization opportunities Participate in discussions with senior management and support delivery of conclusions derived from projects to advise on real-time issues as well as longer-term strategic efforts Bachelor's degree; MBA a plus 7+ years in top-tier management consulting, technology or financial services firm Experience in financial services preferred, Wealth Management expertise a plus Strategic thinker with strong analytical and problem-solving skills; robust financial modeling skills a plus Excellent interpersonal skills, including collaborative work style and leadership presence; demonstrated ability to influence others and earn trust of peers and senior management across an organization Project management skills, including ability to juggle multiple projects simultaneously and comfort with changing or tight deadlines Strong written and verbal communication skills, with an ability to break down complex ideas into clear, concise concepts; experience in developing C-level presentations a plus Detail and results-oriented individual Strong team player, and high energy, and motivated by fast-paced environment Proficiency in the Microsoft Office suite (Excel, Word, PowerPoint) Coding and Data Analytics skills a plus (SQL, Python, VBA, Dataiku, Tableau) Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates for the role will be between $110,000 and $185,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.