Job Responsibilities
- Lead CRM product to resolve diverse problems identified by business stakeholders
- Lead teams of strategists to develop and execute roadmaps partnership with technology leaders
- Gather, synthesize, and creatively analyze data (e.g., financial modeling, valuation analysis) to provide insights, identify issues and arrive at recommendations
- Develop and execute roadmaps to test / evaluate strategies and insights which could span process improvement and organizational change efforts and identify potential roadblocks / obstacles and escalate issues, as needed
- Plan and execute research with business partners via in-depth interviews, facilitated working sessions, design workshops, focus groups, and surveys
- Develop and apply an understanding of innovation in financial services and emerging technologies (e.g., Artificial Intelligence, Machine Learning, Robotic Process Automation)
- Support early-stage execution and op model for new priority areas to validate strategic assumptions
- Develop strategic presentations for both internal and external audiences
- Coach and mentor colleagues; create and/or contribute to an environment of collaboration and mutual responsibility
Required qualifications, capabilities, and skills:
- 8+ years of experience with either premier management consulting firm (including minimum 2+ years of Manager experience) or investment banking (Mergers & Acquisitions, Coverage, Capital Markets, Equity Research) division (minimum 2+ years as Vice President), and Financial Institutions industry experience
- Experience leading teams and having an outstanding ability to analyze problems, apply quantitative analytical approaches, communicate effectively and confidently (both oral and written), influence senior business leaders, work well in cross-functional teams.
- Demonstrated ability to execute strategic programs in a complex, multi-functional environment
- Exceptionally strong project management skills
- Passion to foster an environment of active constructive feedback and continuous development
- Intellectual curiosity and ability to develop subject matter expertise in new subjects quickly
- Advanced Microsoft Suite Excel and PowerPoint skills
- Bachelor's degree in Economics, Finance, Math, Engineering, or a related field
Preferred qualifications, capabilities, and skills:
- Graduate degree in Economics, Finance, Math, Engineering, or a related field
- Experience applying data analysis to solve business problems in a fast-paced environment
- Experience with cross-functional collaboration, including influencing stakeholders and working with diverse team