Develops and leads complex business strategic, competitive, and product analyses
Consults independently define the business problem, issues, and planned approach for research and analyses
Leads work planning and business problem diagnosis, coaching less experienced business strategy analysts in best practices and building business acumen
Synthesizes analyses, key findings, and potential solutions into actionable recommendations
Works with senior managers in the business to prepare and deliver materials, including presentations, white papers, case studies, etc.
Interprets and analyzes highly complex data using business acumen in order to derive key insights
Verifies the quality, accuracy, and reasonableness of the data
Displays, organizes, and crafts data into a compelling storyline with actionable insight for the business
Stays abreast of industry, market, and business competitive trends
Supports efforts to keep the senior management team informed of key industry, competitive, and product trends
Recommends new and enhanced capabilities and services
Participates in special projects and performs other duties as assigned

Undergraduate degree or equivalent combination of training and experience
Graduate degree preferred
Minimum of five years related work experience
Strong knowledge of the Advice & Wealth Management (AWM) industry, including evolving client needs, competitive dynamics, and key market trends
Direct experience contributing to or developing business strategy is strongly preferred
Proven ability to break down complex problems through structured quantitative and qualitative analysis
Experience in delivering clear, data‑driven insights that inform strategic decisions
Experience with market research, competitive intelligence, or building business cases is preferred
Exceptional written and verbal communication skills, with the ability to translate complex analytical findings into concise, well‑structured presentations, memos, and narratives suitable for senior audiences.

Business Strategy Analyst – Advice and Wealth Management

Key skills