Provides strategic input into business decisions as a trusted advisor.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
Conducts analysis required to inform strategic recommendations and considers the “big picture” when assessing whether a course of action is advisable in terms of the group and enterprise goals.
Engage stakeholders across Enterprise to gather input / subject matter expertise and align on key insights and decisions to inform strategic planning / priorities.
Leads the execution of strategic initiatives; assesses and adapts as needed to ensure quality of execution.
Supports business performance management monitoring and action plan development, to ensure tight alignment between business KPIs (leading / lagging) and enterprise ambitions.
Supports change management activities, ensuring cross business/group coordination and logistical support for the implementation of change.
Leverages a consultative approach to developing current state analysis (e.g., fact base, opportunity areas) and recommendations on strategic choices / trade-offs.
Recommends business priorities, advises on resource requirements and develops roadmaps for strategic execution.
Conducts analysis and research to provide context into the current state (e.g., industry trends, benchmarks) and inform future state priorities (e.g., financial modelling, best practices).
Develops business cases by identifying needs, analysing potential options and assessing expected return on investment.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
May network with industry contacts to gather and identify competitive insights and best practices.
Acts as a relationship manager on assigned projects / programs and ensures alignment to overall enterprise and group goals.
Defines business requirements for analytics & reporting to ensure data insights inform business decision making.
Collaborates with internal & external stakeholders to provide business context in the design, develop and implementation of programs & solutions.
Requirements
Typically, 3-7 years of relevant experience (management consulting, financial services, strategy roles)
Post-secondary degree in related field of study (e.g., MBA, CFA) or an equivalent combination of education and experience
Outstanding analytical skills with the ability to frame key analyses and tell a cohesive story required to address critical business issues
Demonstrated excellence in stakeholder management and organizational effectiveness in complex environments
Verbal & written communication skills
In-depth / Expert
Analytical and problem-solving skills
In-depth / Expert
Influence skills
In-depth / Expert
Collaboration & team skills; with a focus on cross-group collaboration
In-depth / Expert
Able to manage ambiguity
Data driven decision making
In-depth / Expert
Passion for the Financial Services industry and/or experience in relevant content areas.