Confidential
Vice President, Strategy & Partnerships for Wealth Services
Confidential, Boston, Massachusetts, us, 02298
Vice President, Strategy & Partnerships for Wealth Services
About the Company
Expanding provider of investment management, research & trading services
Industry
Financial Services
Type
Public Company
Founded
1792
Employees
10,001+
Categories
Financial Services
Investment Management
Consulting & Professional Services
B2B
Asset Management
Boston
Finance
Insurance
Publicly Traded
Angel Investment
Banking
Specialties investment management custodian etf financial products fund accounting relationship management research trading and investment servicing
Business Classifications B2B
About the Role The Company is seeking a Vice President for Strategy and Partnerships in Wealth Services. The successful candidate will be instrumental in supporting the growth strategy of a market-leading offering, driving strategic and business development initiatives, and contributing to the strategic and operating planning processes. This role involves conducting in-depth market and competitive research, identifying strategic partners, and working with M&A teams to evaluate investment and acquisition opportunities. The VP will also be responsible for executing strategic partnerships with various third parties and supporting the head of the department in finalizing contractual arrangements.
Candidates for this role should have a proven record in supporting M&A transactions, extensive experience in financial modeling, and a strong background in the wealth management servicing industry. The ideal candidate will have the ability to deliver across complex, multi-functional projects, a customer-oriented approach, and the skills to partner effectively with a wide range of internal and external constituents. A minimum of an undergraduate degree is required, with a graduate degree or MBA preferred, along with at least 5 years of related experience, particularly within the financial services industry. Top-tier investment banking, business development, or corporate development experience, especially with a focus on financial services or FinTech, is also highly valued. The role demands a strong delivery-focused mindset, outstanding communication skills, and the ability to think both tactically and strategically. Hiring Manager Title Managing Director, Strategy and Business Development for Wealth Services Travel Percent Less than 10% Functions Finance Strategy
Specialties investment management custodian etf financial products fund accounting relationship management research trading and investment servicing
Business Classifications B2B
About the Role The Company is seeking a Vice President for Strategy and Partnerships in Wealth Services. The successful candidate will be instrumental in supporting the growth strategy of a market-leading offering, driving strategic and business development initiatives, and contributing to the strategic and operating planning processes. This role involves conducting in-depth market and competitive research, identifying strategic partners, and working with M&A teams to evaluate investment and acquisition opportunities. The VP will also be responsible for executing strategic partnerships with various third parties and supporting the head of the department in finalizing contractual arrangements.
Candidates for this role should have a proven record in supporting M&A transactions, extensive experience in financial modeling, and a strong background in the wealth management servicing industry. The ideal candidate will have the ability to deliver across complex, multi-functional projects, a customer-oriented approach, and the skills to partner effectively with a wide range of internal and external constituents. A minimum of an undergraduate degree is required, with a graduate degree or MBA preferred, along with at least 5 years of related experience, particularly within the financial services industry. Top-tier investment banking, business development, or corporate development experience, especially with a focus on financial services or FinTech, is also highly valued. The role demands a strong delivery-focused mindset, outstanding communication skills, and the ability to think both tactically and strategically. Hiring Manager Title Managing Director, Strategy and Business Development for Wealth Services Travel Percent Less than 10% Functions Finance Strategy