Executive Director of Financial Strategy
4 days ago
The Recruitment Council is a leading recruitment agency specializing in placing top talent in financial services. We are committed to delivering exceptional results and building long-term relationships with our clients and candidates.
About the Role
We are seeking a seasoned professional to fill the position of Head of Strategic Wealth Management. This is a critical leadership role that requires a deep understanding of wealth management strategies and the ability to drive innovation across multiple channels.
Key Responsibilities:
- Strategic Planning: Develop and implement comprehensive strategies for wealth management and advice processes across various channels.
- Messaging and Storytelling: Craft compelling narratives to communicate the value proposition of wealth management solutions to diverse audiences.
- Collaboration and Partnership: Build and maintain strong relationships with cross-functional teams, stakeholders, and external partners to achieve strategic objectives.
- Market Intelligence: Stay ahead of market trends and competitor activity, informing strategic decisions and recommendations.
- Leadership and Development: Mentor and develop high-performing teams, fostering a culture of innovation and excellence.
- Risk Management: Identify and mitigate risks associated with wealth management strategies, ensuring the integrity and security of client assets.
- Advanced degree in a relevant field, such as business management or finance.
- Minimum 15 years of experience in wealth management, with a strong background in managing multiple distribution channels.
- Certified financial professional designations, such as CFP or CFA.
- In-depth understanding of the company's financial landscape and distribution channels.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to work effectively in a fast-paced environment.
- Passion for staying current with industry trends and best practices.
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