Strategy & Business Operations Lead

AdvisorEngine Job Opportunity

AdvisorEngine is a leading wealth management fintech platform that creates a unified experience across financial advisors, investors, and business management personnel. Our wealth management platform enables financial advisors to deliver an engaging, personalized client experience and to operate at scale through smart automation.

Our team is made up of designers, enterprise technologists, data scientists, futurists, and business builders. We are based in NYC and Raleigh, NC. If you love data and are driven to create the future of financial advice, we'd love to hear from you.

About the Role

We're seeking a dynamic, talented individual to join our team. Reporting directly to the COO / CFO / CMO, you will play a central role in our business success. This is a special opportunity to contribute across Strategy, Corporate Finance and Growth. If you are looking for a leadership opportunity at a fast-growing fintech company, this spot is for you.

Responsibilities

Strategy

• Lead the company's annual planning and forecasting process.
• Develop executive presentation materials that align the organization around key business goals and growth priorities.
• Actively contribute to strategy sessions, including monthly management meetings and the annual leadership offsite.
• Translate strategic discussions into actionable next steps that will drive results.

Corporate Finance

Business Analysis + Operations

Requirements

If this sounds like you, apply :

Nice to Have

Relevant industry background. Experience working in technology, AI, wealth management or asset management.