Direct and Workplace Banking Strategy - Vice President
$110,000–$110,000 year
On-siteNew York, United States
Job Summary
Identify and evaluate growth opportunities across business segments, partnering internally to assess scale, feasibility, client impact, and strategic fit. Develop executive-level materials that clearly frame recommendations, tradeoffs, progress, and decisions for stakeholders at all levels. Translate prioritized opportunities into detailed implementation plans, including milestones, dependencies, risks, and drive stakeholder alignment. Partner across teams to deliver the system, process, and operating changes required to improve client experience. This role combines strategic execution, leadership influence, and banking expertise to drive value for end clients across E*TRADE and Stockplan.
Required Qualifications
- 5-10+ years of professional experience in strategy & execution / product development / distribution roles in either management consulting or internal strategy teams
- ideally within wealth management, retail banking or lending, and/or consumer financial services
- Bachelor's degree
Desired Qualifications
- High ownership, accountability, and autonomy, with the judgment to take initiative and drive progress without clear direction
- Experience delivering products or initiatives to retail clients, with disciplined project/program management skills
- Advanced ability to influence stakeholders and partner with teams across marketing, technology, and product to prioritize workstreams
- Quantitative and qualitative analytical capability, with a creative and flexible approach to solving ambiguous problems
- Clear communication, influencing, and executive presentation skills across written and verbal formats
- Technical skills and experience with analytics tools
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