Senior Strategy & Planning Consultant, SAVP - Wealth & Investment Management (WIM) Strategy

What you'll do

• Develop strategic plans and analyses, including materials for the Board of Directors and Investor Day.
• Analyze growth opportunities and conduct competitive, market, and regulatory research across wealth businesses.
• Use AI agents and tooling for research, modeling, competitive monitoring, and presentation development; identify AI-enabled efficiency opportunities.

What they ask for

• 4+ years of Strategy and Planning experience, or equivalent demonstrated through work experience, training, military experience, education.
• Strong quantitative and modeling skills, including comfort working with large and imperfect data sets.
• Ability to produce clear, concise, well-structured materials for senior audiences with limited direction.
• Ability to work effectively in a matrixed organization and manage multiple priorities to deadline.

Nice to have

• 4+ years in management consulting, corporate strategy, product strategy, investment banking, or a wealth management product, field, or finance role.
• Experience contributing to a strategic planning cycle or Board or investor materials.

Pay

$120,000.00 - $196,000.00 USD base salary

Tools

AI agents, artificial intelligence

AI focus

Use AI agents and tooling as the primary method for research, modeling, competitive monitoring, and presentation development; identify AI-enabled organizational efficiency opportunities across WIM.