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A leading financial services firm is seeking an AVP to work closely with the CEO and CFO. The role involves shaping long-term business strategy, driving sustainable growth, and managing complex transformations. Candidates should have an MBA and at least 5 years in strategy consulting with key skills in data-driven decision-making and stakeholder engagement. This role offers a unique opportunity to influence strategic decisions at the highest levels.
This AVP will work directly with the CEO, CFO, and HNW Leadership Team to shape and drive the long‑term vision and strategic direction of the HNW business. The role demands a strategic mindset with an external focus who can anticipate market shifts, identify transformative opportunities, and guide the company through complex strategic decisions.
Lead the development and refinement of the organization's long‑term vision and strategic goals
Drive strategic initiatives that position the HNW business for sustainable growth and market leadership
Provide thought leadership on emerging trends and disruptive forces in the industry
Serve as a trusted advisor to the CEO and Executive Leadership Team on critical strategic matters
Develop and present high‑impact recommendations that influence C‑suite decision‑making
Oversee the creation of sophisticated financial models and scenario analyses to support strategic choices
Spearhead major transformation initiatives across the BU
Liaise with functional leaders to orchestrate cross‑functional collaboration to ensure seamless execution of strategic priorities
Work with the HNW Leadership team and HR to drive organizational change management to align the company culture with strategic objectives
Identify and evaluate potential strategic partnerships, joint ventures, and M&A opportunities
Lead due diligence processes and participate in M&A deal negotiation
Develop integration strategies to maximize value from strategic transactions
Champion a culture of business growth & innovation throughout the organization
Collaborate with the HNW Leadership team and CIO to drive the HNW digital transformation strategy
Identify and incubate new business models and revenue streams
Build and maintain relationships with key external stakeholders, including brokers, partners, and industry leaders
As strategic advisor to the HNW leadership team, provide executive updates on strategic initiatives via steering committee, quarterly business reporting or similar.
Strong presentation and communication skills, with the ability to engage and update senior stakeholders effectively
Ability to communicate and influence senior leaders, peers, and lead staff without direct reporting relationships, as each initiative will require management buy‑in followed by support from various functions
Strong data‑driven decision making skills with the ability to synthesize complex information into actionable insights
Exceptional ability to influence stakeholders and present recommendations to senior leadership
MBA or advanced degree in a related field
Minimum of 5 years of experience in strategy consulting preferably from a top‑tier consulting firm (e.g., McKinsey, BCG, Bain), in addition to in‑company experience
Job Category: Corporate Development & Strategy
Posting End Date: 09 / 01 / 2026