Strategic Growth Lead – Financial Services

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

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.