Job Description

The Vice President, Strategy and Partnerships for Wealth Services will report into the Managing Director, Strategy and Business Development for Wealth Services.

The selected candidate will be responsible for supporting a wide range of strategy and partnership execution activities for the business, including:

• Supporting the growth strategy for a substantial, market-leading offering through driving strategic and business development initiatives
• Contributing to the strategic and operating planning processes in partnership with business leaders
• Conducting regular market and competitive research to build a market leading view of the global ecosystem of wealth services providers globally
• Identifying strategic partners and working with enterprise M&A teams to evaluate minority investment and acquisition opportunities
• Support business leaders in executing strategic partnerships with clients, fintech firms, custodians, data providers, and other third parties
• Support the head of the department in finalizing contractual arrangements
• Plan and execute business development initiatives in close collaboration with senior management and product management, including identifying potential targets for acquisition
• Support Market Intelligence Projects, in partnership with teams such as finance

What we value
These skills will help you succeed in this role:

Ideal Competencies & Experience

• Proven record of supporting M&A transactions and transaction experience in crafting strategic alliances, partnerships, and investments
• Extensive experience in modelling Pro Forma financials reflecting revenue and cost implications of strategic partnerships being evaluated
• Exposure to the wealth management servicing industry with proven skillset in translation of industry / client themes and trends into actionable strategy, partnering effectively with a wide range of internal and external constituents
• Ability to deliver across complex multi-functional projects
• A customer orientation which allows him/her to solicit, acquire, and act on information from customers concerning their current and future needs, issues, and challenges

Education & Preferred Qualifications

• Undergraduate degree minimum and graduate degree / MBA preferred
• 5+ years of related experience preferably within the Financial Services industry
• Top-tier investment banking, business development, or corporate development experience preferred, particularly with exposure to Financial Services / FinTech
• Ability to lead, prioritize and execute on multiple, simultaneous priorities and initiatives
• Strong delivery focused mindset; ability to work on multiple initiatives in parallel, thinking both tactically and strategically
• Outstanding verbal and written communications.
• Superb business judgment and ability to think through complex business issues.
• Critical assessment capability ability to maintain a very high bar and deliver excellence in work products.

Salary Range:

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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