Client & Product Strategy Specialist

The Client & Product Strategy Specialist will work closely with CPS and firm leaders on strategic projects and forward-looking product development. The specialist will work as part of CPS teams that operate cross functionally to help shape the firm’s future product offerings and drive growth.

Requirements

• 5-7 years of experience, preferably in strategy consulting or corporate strategy
• Asset Management expertise and product knowledge
• Experience conducting market research, estimating market size & growth, and developing cohesive product and distribution go-to-market strategy
• Excellent organizational, project management skills and attention to detail
• Ability to translate strategic questions into specific and actionable analysis
• Excellent written, oral and interpersonal communication skills
• Creative problem-solving skills, solutions-oriented mindset
• Strong business judgment, curiosity, comfort with ambiguity
• Ability to foster innovation and drive outcomes in spite of complexity and imperfect information
• Drive and action-orientation
• Ability to work independently and with a team
• Leadership skills, grace under pressure, flexibility, ability to get things done

Benefits

• Retirement plan
• Health and wellbeing
• Dental
• Vision
• Pharmacy coverage
• Health savings account
• Flexible spending accounts
• Commuter program
• Employee assistance program
• Life and disability insurance
• Adoption assistance
• Back-up childcare
• Tuition/CFA reimbursement
• Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)