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The Role
Lead strategic workstreams within a regulated financial services environment: perform market, customer, competitor, operational and financial analyses; develop evidence-based recommendations and executive-ready presentations; manage stakeholders, timelines and risks; support strategy methodologies and coach junior team members.
Summary Generated by Built In
This role requires being onsite 4 days a week.
Purpose of the Role
Support enterprise-wide strategic initiatives through structured problem solving, robust analysis and actionable insight (with guidance). You will own defined workstreams, translate analysis into clear, structured executive materials, manage stakeholders at a working level, and drive delivery.What You'll Deliver (Key Accountabilities)
- Break down strategic questions into components, develop hypotheses, and generate insight-driven recommendations with clear implications, risks and assumptions.
- Lead defined workstreams end-to-end — managing timelines, tracking risks, and ensuring delivery to plan and standard.
- Develop structured storylines and produce high-quality written output that clearly communicates key messages, tailored to different audiences.
- Manage interactions with stakeholders at a working level — building relationships and driving buy-in within your workstream.
Accountabilities of the Job
- Apply analytical tools to generate insights independently, ensuring outputs are logically structured, evidence-based and decision-relevant.
- Articulate the implications of analysis clearly — including risks and assumptions — so outputs inform enterprise decision-making.
- Deliver timely, high-quality workstream outputs, including management of dependencies, risks and progress tracking.
- Produce structured, audience-appropriate written output and narratives that support clear understanding and decision-making.
- Establish effective relationships with stakeholders, managing day-to-day interactions and building alignment around recommendations.
- Support and mentor junior team members informally; contribute to team knowledge-sharing and continuous improvement.
Knowledge & Experience
- Interest in and knowledge of financial services — customers, products and services.
- Strong analytical skillset and the ability to extract key insights from data and research, including using digital tools and AI capabilities.
- Ability to structure a defined problem into logical components and take ownership of defined modules and deliverables within workstreams.
- Impactful verbal and written communication — able to convey complex information and ideas clearly.
- Ability to juggle big-picture strategic thinking with meticulous attention to detail.
- Qualified to degree level or equivalent; MBA and/or consulting exposure valued.
- Experience developing a strategy toolkit and approaches to structuring, analysis and story-lining.
- Experience in strategy consulting or an in-house strategy function.
Conduct & Line of Defence
- Comply with the client's Code, Purpose, Values and relevant policies.
- Respect relevant regulatory obligations and Conduct Rules.
- This is a first-line role under the Three Lines of Defence principles — responsible for intelligent risk-taking and managing direct and consequential risks.
- Promote a culture where risk, including financial crime and fraud, is managed effectively through prompt identification, escalation and reporting.
Skills Required
- Bachelor's degree in Business, Economics, Finance, Engineering, Strategy, or related discipline
- Experience in management consulting, corporate strategy, business transformation, or similar strategic role
- Strong analytical and problem-solving capabilities
- Experience conducting research, synthesizing large data sets, and developing actionable insights
- Excellent written and verbal communication skills
- Advanced PowerPoint skills
- Advanced Excel skills
- Proven ability to manage multiple priorities in a fast-paced environment
- Strong attention to detail while maintaining a strategic, enterprise-wide perspective
- Experience supporting C-suite or executive-level decision making
- Knowledge of strategic planning, operating model design, business transformation, or enterprise change initiatives
- Familiarity with financial modeling, business case development, and investment analysis
- Experience using AI-enabled tools and advanced analytics platforms to accelerate research and insight generation
- Prior experience within financial services, technology, healthcare, retail, or other large enterprise environments
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The Company
What We Do
We are a global experience company specializing in developing experiential marketing and digital transformation solutions for many of the top companies in the world. A passionate mix of problem solvers who take what if to what is and love the journey.
