Private Wealth Specialist

Strive Solutions; Tempe (AZ); On-site; USD 110,000 - 170,000; Full time

Job summary

Strive Solutions in Tempe, AZ, seeks a transformation strategist to shape capabilities for high-net-worth clients and their advisors within a Generations-focused team. The role focuses on identifying improvement opportunities and crafting strategic roadmaps that align with client needs and regulatory expectations.

You will collaborate across digital, compliance, legal, and operations to deliver enhancements, monitor regulatory developments, and translate insights into actionable recommendations.

Qualifications

• Strong strategic thinking and ability to build business cases.
• Proven experience working across multiple teams and translating requirements into operational improvements.
• Ability to interpret regulatory and industry changes and recommend next steps.
• Excellent collaboration, communication, and leadership/mentoring skills.

Responsibilities

• Assess current and future-state processes and identify improvement opportunities.
• Develop business cases and strategic roadmaps to guide transformation efforts.
• Partner cross-functionally across digital, compliance, legal, operations, and other stakeholders to deliver enhancements.
• Monitor industry and regulatory developments and translate insights into actionable recommendations.
• Mentor and support colleagues to build capability and share best practices.

Skills

Strong strategic thinking

Build business cases

Cross-functional collaboration

Translate requirements into operating

Job description

Shape capabilities, platforms, and operating models that support high-net-worth clients and their advisors within a Generations-focused team.

Key Responsibilities

• Assess current and future-state processes and identify improvement opportunities.
• Develop business cases and strategic roadmaps to guide transformation efforts.
• Partner cross-functionally across digital, compliance, legal, operations, and other stakeholders to deliver enhancements.
• Monitor industry and regulatory developments and translate insights into actionable recommendations.
• Mentor and support colleagues to build capability and share best practices.

Qualifications & Skills

• Strong strategic thinking and ability to build business cases.
• Proven experience working across multiple teams and translating requirements into operational improvements.
• Ability to interpret regulatory and industry changes and recommend next steps.
• Excellent collaboration, communication, and leadership/mentoring skills.