AVP, Innovation & Strategic Initiatives

This is a fully remote position, open to applicants in United States.

📋 Description

• Lead key strategic growth and innovation initiatives, guiding them from thesis and business-case development to solution design, execution, and launch.

• Frame decisions for C-suite executives and senior leadership.

• Take ownership of stakeholder alignment, dependencies, milestones, and outcomes.

• Drive and foster strategic partnerships with distributors and technology providers.

• Manage daily relationships and coordinate efforts across external partners and internal teams.

• Convert commercial objectives into actionable requirements, workplans, and implemented solutions.

• Map comprehensive customer and advisor/agent journeys from the initial touchpoint through to post-sale.

• Transform journey maps into experience requirements that link commercial objectives with technology enablement, product design, and operational execution.

• Develop and oversee integrated roadmaps for both technology and business capabilities.

• Translate business priorities into sequenced product, technology, and operational requirements along with implementation plans.

• Implement and continuously refine the operating model that connects strategic growth initiatives with product, distribution, technology, and operations functions.

• Establish decision rights, governance structures, handoffs, and accountability across teams.

• Promote the adoption and reuse of new capabilities across various channels and operations.

• Coordinate cross-functional dependencies to maximize enterprise value.

• Collaborate directly with C-suite executives and senior leaders to advance strategic opportunities from concept through to launch.

⛳️ Requirements

• 8+ years of experience in strategy, product innovation, technology-enabled transformation, or operating-model development within financial services, or in consulting/technology roles serving financial institutions.

• Proven track record of driving complex initiatives from strategy to launch, including business cases, operating and capability requirements, roadmaps, and coordinated implementation across business and technology teams.

• Experience in structuring and executing strategic partnerships or platform integrations.

• Ability to convert commercial opportunities into clear product, technology, and operational requirements.

• Capability to engage credibly with C-suite executives and senior leaders, frame complex decisions, influence across organizational boundaries, and drive alignment without direct authority.

• Familiarity with one or more relevant markets: wealth management, banking, retirement, digital distribution, direct-to-consumer financial services, or RIA/advisor platforms.

• Proficiency in using AI to enhance analysis, decision-making, and execution.

• Bachelor's degree or equivalent professional experience.

🏝️ Benefits

• Annual incentive bonus designed to reward performance.

• Flexible paid time off (PTO).

• Paid holidays.

• Paid days of Significance.

• Volunteer Day.

• Paid parental leave after 3 months of service.

• Medical, Dental & Vision Insurance.

• 401k with company match.

• Profit Sharing & Savings Plan.

• Short-term and long-term disability insurance.

• Flexible spending account.

• Life insurance.

• Educational Assistance.

• Associate Assistance Programs.