Executive Director, Managing Director, International Wealth Management Strategy & Innovation Job at Confidential, New York, NY

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  • Confidential
  • New York, NY

Job Description

Executive Director, Managing Director, International Wealth Management Strategy & Innovation

About the Company

Top-tier global investment bank

Industry
Financial Services

Type
Public Company

Founded
1935

Employees
10,001+

Categories

  • Asset Management
  • Financial Services
  • Lending
  • Investment Banking
  • Investment Management
  • B2B
  • Consulting & Professional Services
  • Marketplace
  • Banking
  • Brokerage
  • Economics
  • Finance
  • IPOs
  • Personal Finance
  • Publicly Traded
  • Business
  • Wall Street
  • Keywords
  • Savings & Investing
  • Credit
  • Insurance
  • Morgan Stanley

Specialties

  • sales & trading
  • investment banking
  • investment management
  • prime brokerage
  • research
  • institutional consulting
  • wealth management
  • and private wealth management

Business Classifications

  • B2B
  • Marketplace

About the Role

The Company is seeking a Senior Business Manager / Head of Strategy and Innovation for its International Wealth Management (IWM) division. This role is pivotal in leading a team of professionals across IWM strategy, business management, and products, and requires a candidate with a deep understanding of the IWM business and the broader firm. The successful candidate will be a self-starter, highly motivated, and focused on execution, with the ability to partner with key stakeholders across various functions, including legal, risk, compliance, and operations. Responsibilities include defining and refining IWM strategy for business development, leading strategic initiatives, and managing the team across key business management areas. The ideal candidate will have a strong executive presence and be adept at maintaining client event oversight, managing the annual budgeting process, and actively participating in key client meetings and events. They will also be expected to conduct market visits, work with external thought leaders on competitive intelligence, and identify opportunities for improvements in IWM offerings, processes, and technology. The role demands a professional who can effectively manage a diverse set of responsibilities and is committed to the values of the firm, including putting clients first, leading with exceptional ideas, and fostering a diverse and inclusive work environment.

Hiring Manager Title
Head of IWM

Travel Percent
Less than 10%

Functions

  • Finance
  • Business Development
  • Non-Profit Management
  • Strategy
Confidential

Job Tags

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