Senior Strategy Analyst

The Advice + Wealth Management (AWM) Strategy Team is the engine behind strategy development, market intelligence, and competitive insight for AWM's senior leaders. We provide objective analysis on the most pressing trends and opportunities to help shape the division's trajectory. The team sits within AWM Strategy & Planning and is organized into two sub-teams, each offering exposure to a variety of opportunities. Across these teams, we are hiring for two roles: one will focus on supporting a strategic initiative to drive growth over the next several years, and on building and operating a competitive intelligence function. The other will concentrate on strategy analysis for priority questions across AWM, delivering insights that inform key decisions and long-term planning. Both roles will provide a chance to work across domains and projects, ensuring a well-rounded experience and ample opportunity for development.

Responsibilities:

• Develops and leads complex business strategic, competitive, and product analyses. Consults independently to define the business problem, issues, and planned approach for research and analyses. Leads work planning and business problem diagnosis, coaching less experienced business strategy analysts in best practices and building business acumen.
• Synthesizes analyses, key findings, and potential solutions into actionable recommendations. Works with senior managers in the business to prepare and deliver materials, including presentations, white papers, case studies, etc.
• Interprets and analyzes highly complex data using business acumen in order to derive key insights. Verifies the quality, accuracy, and reasonableness of the data. Displays, organizes, and crafts data into a compelling storyline with actionable insight for the business.
• Develop and present competitive intelligence research in addition to internal and external operational and strategic findings.
• Stays abreast of industry, market, and business competitive trends. Supports efforts to keep the senior management team informed of key industry, competitive, and product trends. Recommends new and enhanced capabilities and services.
• Participates in special projects and performs other duties as assigned.

• Minimum of five years related work experience.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
• Experience in stakeholder management required.
• Experience with both conceptual and analytical problem solving.
• Proficiency in the Microsoft suite preferred.
• Financial Services experience preferred.