Position Type
Full time
Type Of Hire
Experienced (relevant combo of work and education)
Education Desired
Bachelor of Commerce/Business
Travel Percentage
10 - 15%
Job Description
Job Summary~We are seeking a highly motivated and experienced Director of Strategy to support our Wealth business, including Trust, Reliance Trust, and Collective Investment Trust (CIT) business lines. The Director of Strategy will play a critical role in driving the strategic direction and growth of our Wealth business, ensuring alignment with the company's overall goals and objectives.
Key Responsibilities
Strategic Planning and Execution~
- Develop and execute strategic plans for the Wealth business, including Trust, Reliance Trust, and CIT business lines
- Collaborate with senior leadership to define and prioritize strategic initiatives that drive business growth and profitability
- Monitor industry trends and competitive landscape to identify opportunities and threats, and adjust strategies accordingly
Business Development
- Identify and evaluate new business opportunities, partnerships, and acquisitions to expand the Wealth business
- Lead the development of business cases and financial models to support strategic initiatives and investment decisions
- Work closely with the sales and marketing teams to develop and implement go-to-market strategies for new products and services
Client Engagement
- Develop and maintain strong relationships with key clients and stakeholders in the Wealth business
- Understand client needs and preferences, and ensure that our products and services are aligned with their expectations
- Lead efforts to gather and analyze client feedback, and use insights to drive continuous improvement in our offerings
Operational Excellence
- Collaborate with cross-functional teams to ensure the effective execution of strategic initiatives
- Implement best practices and processes to improve operational efficiency and effectiveness
- Monitor key performance indicators (KPIs) and metrics to track progress and measure the success of strategic initiatives
Leadership And Team Development
- Provide leadership and guidance to the strategy team, fostering a culture of innovation and collaboration
- Mentor and develop team members, ensuring they have the skills and resources needed to succeed
- Promote a positive and inclusive work environment that encourages diversity and teamwork
Qualifications
- Bachelor's degree in Business Administration, Finance, or a related field; MBA or advanced degree preferred
- Minimum of 10 years of experience in strategy development and execution, preferably in the financial services or Wealth management industry
- Strong analytical and problem-solving skills, with the ability to think strategically and make data-driven decisions
- Excellent communication and interpersonal skills, with the ability to build and maintain relationships with clients, stakeholders, and team members
- Proven track record of successfully leading and executing strategic initiatives that drive business growth and profitability
- Ability to work effectively in a fast-paced and dynamic environment, managing multiple priorities and deadlines
Fis Job Level Description
Director level role with strong leadership skills. Oversees multiple teams managing large, strategic client relationships with delivery of multiple, complex types of services. Leads the development and execution of strategic policies that affect immediate client operations and may have a broader impact to the division or enterprise. Interacts with senior management or executive levels within the enterprise as well as major client organizations. Oversees the resolution of issues where analysis of situations or data requires an in-depth knowledge of organizational objectives and operations of the enterprise and the client’s business. Requires the ability to change the thinking of, or gain acceptance from, executive management in sensitive situations without damaging the relationship. Establishes and assures adherence to budgets, schedules, work plans and performance requirements. Authority for hire, fire, performance appraisal, and pay review decisions. Establishes operational objectives and work plans, and delegates assignments to subordinates. Oversees the development of standards, guidelines, direction and education on process/procedures for staff. Typically leads the management of ten or more strategic client relationships with total annual revenue of more than $100 million USD. Typically requires a minimum of fifteen years in client management, sales, or the financial industry dealing with large financial institutions and a minimum of ten years of experience in a leadership role.
FIS is committed to providing its employees with an exciting career opportunity and competitive compensation. The pay range for this full-time position is $163,310.00 - $274,380.00 and reflects the minimum and maximum target for new hire salaries for this position based on the posted role, level, and location. Within the range, actual individual starting pay is determined additional factors, including job-related skills, experience, and relevant education or training. Any changes in work location will also impact actual individual starting pay. Please consult with your recruiter about the specific salary range for your preferred location during the hiring process.
Privacy Statement
FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice .
EEOC Statement
FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here
For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer~ In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.
Sourcing Model
Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.
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