Business Strategy Lead

SoTalent; Boston (MA); On-site; USD 150,000 - 210,000; Full time

Job summary

Sotalent is seeking a Strategy Lead to shape enterprise and business-unit strategy across financial services. You will partner with senior executives to identify growth opportunities, evaluate competitive dynamics and translate complex challenges into actionable recommendations.

You will lead cross-functional projects, craft executive-ready materials, mentor analysts and help expand enterprise partnerships while navigating regulatory and technology trends.

Qualifications

• 5+ years of total professional experience.
• 3+ years in strategy consulting, corporate strategy, business strategy or a related field.
• Demonstrated experience independently leading substantial strategy projects from inception through delivery.
• Bachelor's degree from a recognised university.
• Strong problem structuring, analytical and strategic problem-solving capabilities.

Responsibilities

• Lead high-impact strategic projects across distribution, wealth management, product, marketing and institutional solutions.
• Structure complex business challenges into clear hypotheses, analytical workplans and recommendations.
• Conduct quantitative and qualitative analysis to evaluate growth opportunities, competitive positioning and business performance.
• Develop executive-level presentations, strategic recommendations and decision-making materials.
• Support affiliated distribution strategy, third-party distribution and evolving financial advice models.
• Assess industry trends, regulatory developments, emerging technologies and changing customer expectations.
• Contribute to Board-level strategy materials and analysis of the external competitive environment.
• Manage strategic partnership relationships and identify opportunities to expand enterprise partnerships.
• Collaborate with senior stakeholders and cross-functional teams to drive strategic initiatives.
• Coach and mentor analysts and contribute to the development of the wider strategy function.

Skills

Strategic leadership

Problem structuring

Analytical thinking

Executive communication

Stakeholder management

Mentoring

Education

Bachelor's degree

Job description

Strategy Lead – Corporate & Business Strategy

Employment Type: Full-time

Overview

Strategy Lead responsible for shaping enterprise and business-unit strategy within a financial services environment spanning insurance, wealth management and asset management. Partners with senior executives to evaluate growth opportunities, assess competitive dynamics and translate complex business challenges into actionable strategic recommendations.

Key Responsibilities

• Lead high-impact strategic projects across distribution, wealth management, product, marketing and institutional solutions.
• Structure complex business challenges into clear hypotheses, analytical workplans and recommendations.
• Conduct quantitative and qualitative analysis to evaluate growth opportunities, competitive positioning and business performance.
• Develop executive-level presentations, strategic recommendations and decision-making materials.
• Support affiliated distribution strategy, third-party distribution and evolving financial advice models.
• Assess industry trends, regulatory developments, emerging technologies and changing customer expectations.
• Contribute to Board-level strategy materials and analysis of the external competitive environment.
• Manage strategic partnership relationships and identify opportunities to expand enterprise partnerships.
• Collaborate with senior stakeholders and cross-functional teams to drive strategic initiatives.
• Coach and mentor analysts and contribute to the development of the wider strategy function.

Requirements

• 5+ years of total professional experience.
• 3+ years in strategy consulting, corporate strategy, business strategy or a related field.
• Demonstrated experience independently leading substantial strategy projects from inception through delivery.
• Bachelor's degree from a recognised university.
• Strong problem structuring, analytical and strategic problem-solving capabilities.
• Ability to translate complex quantitative and qualitative information into actionable insights.
• Excellent executive communication, presentation and stakeholder management skills.
• Experience developing concise, data-driven materials for senior leadership.
• Track record of coaching, mentoring and developing junior colleagues.
• Strong commercial judgment, intellectual curiosity and relationship-building skills.

Preferred Qualifications

• Experience at a top-tier management consulting firm.
• MBA or other relevant postgraduate qualification.
• Experience in insurance, wealth management, asset management, retirement or financial services.
• Exposure to distribution strategy, advisor business models, product strategy, marketing strategy or customer growth initiatives.