Job Specifications
Job Number: 25-05575
Find your next opportunity in the Financial Services Industry. ECLARO is looking for a Strategy & Growth, Director / AVP for our client in New York, NY.
ECLARO’s client provides retirement savings, health & investment management and insurance services. If you’re up to the challenge, then take a chance at this rewarding opportunity
Responsibilities:
Strategic Planning & Execution:
Support the SVP in defining and refining the multi-year strategic roadmap for Wealth Management to drive outsized revenue and earnings growth.
Translate strategic priorities into actionable workplans with measurable outcomes, tracking progress and surfacing dependencies and risks.
Develop clear, data-driven insights and recommendations for senior executives and cross-functional partners to support execution of the multi-year roadmap.
Business Growth Initiatives:
Partner with product, distribution, and digital teams to design and operationalize initiatives that drive new client acquisition, rollover capture, and digital engagement.
Coordinate and track progress on the build of the digital self-service channel, facilitating communication and accountability across teams.
Support the scaling of the digital self-service channel by tracking KPIs, analyzing participant behavior, and identifying opportunities to improve conversion and retention.
Performance Management & Decision Support:
Help define and monitor key performance indicators for the Wealth Management business.
Ensure the leadership team has access to timely, relevant insights to inform financial and strategic decision-making.
Develop business cases and financial frameworks to evaluate growth opportunities, investments, and partnerships.
Qualifications:
A minimum of 10 years of total work experience in management consulting, corporate strategy, or business transformation, ideally with expertise in wealth management.
Familiarity with advisory, retirement, or digital wealth platforms is highly desirable.
Proven experience translating strategy into execution and driving results through cross-functional collaboration.
Strong problem-solving, analytical, and structured thinking skills.
Excellent communication and presentation skills with executive-level polish.
Comfortable operating in a dynamic, fast-paced environment with evolving priorities.
Collaborative and proactive, with the ability to work independently and drive initiatives forward.
Skilled in synthesizing insights from complex data and crafting concise, actionable recommendations.
Passion for continuous learning and a desire to drive meaningful impact.
If hired, you will enjoy the following ECLARO Benefits:
401k Retirement Savings Plan administered by Merrill Lynch
Commuter Check Pretax Commuter Benefits
Eligibility to purchase Medical, Dental & Vision Insurance through ECLARO
If interested, you may contact:
Melissa Francisco
Melissa.Francisco@eclaro.com
646-849-5125
Melissa Francisco | LinkedIn
Equal Opportunity Employer: ECLARO values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status, in compliance with all applicable laws.
About the Company
ECLARO is an award-winning professional services firm headquartered in New York City and operating in the U.S., Canada and the Philippines. We deliver best-in-class talent solutions through strategic staffing, custom outsourcing & offshoring, and permanent placement for global clients ranging from innovative start-ups to Fortune 50 companies. Every client experience is bespoke, never one size fits all.
Our passion is building long-term relationships, collaborating on creative solutions and solving unique challenges by provi...
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