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)