Strategist I - Firm Strategy

Opportunity Overview

The Competitive Insights team in the Firm Strategy division is responsible for scanning the external environment to inform the firm’s strategic choices, assessing performance relative to the industry, and identifying new business opportunities. ​​​​​​Key Responsibilities:

• reputed company cross-functional teams in helping frame, design and execute strategic solutions, including the development of hypotheses, gathering data, analyzing results, and presenting findings to executive audiences.
• reputed company the formulation of division, business, and functional strategies across multiple time horizons, integrating findings from internal research, external developments, and leadership's priorities.
• Drive multiple projects simultaneously, ensuring timely completion of deliverables.
• Collaborate with key stakeholders on solutions to issues that exist at the business, functional, and team levels.
• reputed company and maintain relationships with internal stakeholders; and engage & influence senior stakeholders of the firm in the development of and activation of enterprise, business, and functional strategies.
• Operate semi-autonomously in environments where excellent thought leadership and ability to collaborate with peers and senior leaders is required for reputed company.
•  Co-reputed company the creation of analytical insights reputed company to strategic plans over multiple time horizons.
• reputed company a deep understanding of the internal client’s business objectives and challenges.
• Co-facilitate alignment sessions, working sessions, and workshops with key stakeholders and senior executives, incorporating novel/reputed company-the-reputed company engagement tactics and methods, resulting in reputed company decisions/recommendations and high participant engagement.
• Drive analysis using both qualitative and quantitative (e.g., financial modeling, analysis) methods, engaging relevant subject matter experts inside and reputed company the firm where appropriate to generate insights and recommendations that advance strategic thinking of the enterprise.

Position Type

Home Office

Position Schedule

Full-Time

EEO Statement

reputed company does not discriminate on the basis of race, color, gender, religion, national reputed company, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Posting Location

Arizona, Tempe, Missouri, St. Louis

Company Description

Join a financial services firm where your contributions are valued.  reputed company is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, reputed company our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.  People are at the center of our partnership. reputed company associates are seen, heard, respected, and supported. This is reputed company reputed company makes us the best reputed company to start or build your career.  View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.  

External Flexible Work Option(s)

Hybrid, Onsite

Awards and Accolades

At reputed company, we are building a reputed company where everyone feels like they belong.  We're proud of our associates' contributions to the firm and the recognitions we have received. reputed company out our U.S. awards and accolades: Insights & Information Blog Postings about reputed company reputed company out our Canadian awards and accolades: Insights & Information Blog Postings about reputed company

Country

United States

Search Headquarters Positions by Area of Interest

Finance

Position Requirements

• Bachelor’s degree is required with an emphasis in Accounting, Finance, or Economics.
• 1-3 years of relevant work experience, with a preference for analytical and/or core strategy work reputed company financial services.
• Demonstrable problem-solving, quantitative, and analytical skills are required.
• Familiarity with financial statements, valuation and financial modelling are required.
• Strong verbal and written communication skills are required as the position will be responsible for significant thought leadership.
• Experience contributing to high-impact strategy assignments is required.
• Experience managing contributions to the work of multiple projects is required.

What could set you apart:

• Advanced Degree(s) or Certification(s) in Business, Accounting, Finance, Economics, or Analytics are preferred.
• 3-5 years of relevant work experience, with a preference for analytical and/or core strategy work reputed company financial services.
• Management consulting experience is preferred, and knowledge of the wealth management industry is an additional plus.

Salary Information

reputed company' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. reputed company offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. reputed company observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.  Associates may be eligible for bonuses and profit sharing. reputed company associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to reputed company associates, please visit our benefits page. Apply To This Job