About the Role We are seeking an experienced Global Wealth Strategy Director to lead the development and execution of strategic initiatives across our wealth management business. This role will focus on identifying growth opportunities, strengthening client strategies, and aligning wealth solutions with evolving market and client needs. The ideal candidate brings strong strategic thinking, financial services experience, and the ability to work across multiple business functions and markets. Key Responsibilities Develop and execute global wealth management strategies aligned with the company's long-term business objectives. Analyze market trends, client needs, industry developments, and competitive activity to identify strategic opportunities. Develop business plans and strategic initiatives designed to support client growth, retention, and long-term relationships. Partner with senior leaders across wealth management, investment, product, marketing, sales, and operations. Evaluate new markets, client segments, distribution channels, and potential strategic partnerships. Translate market and client insights into actionable business strategies and recommendations. Monitor strategic initiatives, business performance, and key performance indicators. Support the development and positioning of wealth management products and client solutions. Collaborate with regional teams to ensure consistent strategic priorities while addressing local market requirements. Prepare strategic presentations, business reviews, market assessments, and recommendations for senior leadership. Identify business risks, operational challenges, and emerging opportunities and recommend appropriate actions. Lead cross-functional strategic projects from planning through execution. Establish performance frameworks to measure the effectiveness of strategic initiatives. Build strong relationships with internal stakeholders and key external partners. Qualifications Bachelor's degree in Finance, Business, Economics, or a related field; advanced degree preferred. 17+ years of experience in wealth management, financial services, strategy, business development, or a related field. Demonstrated experience developing and implementing business or growth strategies. Strong understanding of wealth management, investment services, client segmentation, and financial markets. Experience working with senior executives and cross-functional leadership teams. Strong analytical and financial modeling skills with the ability to translate complex information into clear business recommendations. Excellent written, verbal, presentation, and stakeholder management skills. Strong project leadership and organizational abilities. Ability to manage multiple strategic priorities in a dynamic, global business environment.

Pay:

$152,254.98 - $193,145.77 per year

Benefits:

401(k) 401(k) matching 403(b) Dental insurance Employee assistance program Employee discount Financial planning services Flexible schedule Health insurance Matching gift program Paid time off Parental leave Retirement plan Tuition reimbursement Vision insurance

Work Location:

Hybrid remote in Wyoming, MN 55092