Senior Business Execution Strategist

1 month, 2 weeks ago
Full-time
Lead
Project and Program Management
Edelman Financial Engines

Edelman Financial Engines

Edelman Financial Engines is America's top independent financial planning and investment advisory firm, serving 1.3 million households with $241 billion in assets. They offer investing, financial planning, wealth management, retirement planning, and pe...

Capital Markets
1K-5K
Founded 1986

Description

  • Lead complex business initiatives by defining objectives, assessing business value, evaluating risks, and recommending practical actions for senior leadership.
  • Develop and maintain an understanding of market dynamics, competitive trends, client needs, technology shifts, and AI developments.
  • Lead cross-functional workstreams from concept through pilot, launch readiness, and performance monitoring.
  • Establish milestones, KPIs, decision points, and risk mitigation plans for major initiatives.
  • Partner with senior leaders and stakeholders to align teams and influence decisions.
  • Prepare leadership-ready materials for internal and external engagements.
  • Shape business solutions that advance EFE’s wealth management offerings and support implementation of the enterprise AI strategy.

Requirements

  • Bachelor’s degree required; advanced degree or relevant professional certification preferred.
  • 8+ years of relevant experience in management consulting, corporate strategy, product strategy, financial services, banking/fintech, technology strategy, or business execution.
  • Experience in investment solutions or wealth management strongly preferred.
  • Proven ability to lead complex workstreams, including strategic framing, analysis, stakeholder alignment, implementation planning, and outcome tracking.
  • Executive-level PowerPoint skills, including storylining, visual synthesis, and tailoring messages for senior leadership and boards.
  • Strong Excel/Sheets proficiency with market analysis, basic financial modeling, and scenario/sensitivity analysis.
  • Ability to influence without authority and escalate thoughtfully.
  • Experience evaluating AI/ML solutions in regulated financial services environments preferred.

Benefits

  • Expected base salary range of $100,000 to $143,900 nationally.
  • Eligibility for a discretionary bonus.
  • Health, dental, and other wellness plans.
  • 401(k) contributions.
  • Final pay determined by responsibilities, skills, experience, location, and market conditions.

Interested in this position?

Apply directly on the company website

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