Lead Wealth Strategist
We are seeking a skilled and experienced Lead Wealth Strategist to join our team. As a key member of our wealth management department, you will be responsible for developing and managing wealth management products and services that help clients achieve their financial goals.
This senior leadership role involves designing client-centric investment solutions, driving product innovation, and ensuring competitive market positioning. You will collaborate with internal teams and external partners to achieve business objectives and meet client needs.
* Develop and manage the wealth management product portfolio, including investment solutions, advisory services, and digital platforms.
* Define product strategy, roadmap, and pricing models based on market research and client insights.
* Collaborate with sales, marketing, and operations teams to launch and promote products effectively.
* Ensure compliance with regulatory standards and manage risk across all offerings.
* Monitor market trends and competitor offerings to maintain a competitive edge.
* Establish partnerships with financial institutions, fintech providers, and third-party vendors.
* Analyze product performance and implement enhancements to drive revenue growth.
* Lead, mentor, and develop the wealth management product team.
The ideal candidate will have a strong understanding of investment products, financial markets, and regulatory frameworks. Proven track record in developing and launching successful financial products is also required. Excellent analytical, communication, and stakeholder management skills are essential for success in this role.
Key Qualifications:
* Bachelor's degree in Finance, Economics, Business, or a related field; MBA or relevant certification preferred.
* 10+ years of experience in wealth management, private banking, or financial services, with at least 5 years in a product management role.
* Strong analytical and problem-solving skills.
* Ability to work and succeed in a fast-paced and ever-changing environment.
What We Offer:
* A dynamic and collaborative work environment.
* Ongoing education and training programs.
* Global career and networking opportunities.
At our organization, we prioritize investing in our most valuable asset – our people. If you are a motivated and results-driven individual who is passionate about wealth management, please submit your application.