Bulge Bracket Investment Banks

Posted 5 days ago

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**Vice President, Business Manager - Investment Solutions** drives strategic execution, financial oversight, and cross-functional initiatives within the Managed Investments organization. Directly supporting global leadership, you'll set operating rhythm, align stakeholders, and ensure timely delivery. Key responsibilities span strategic planning, governance, stakeholder communications, and financial management. Required skills include driving cross-functional projects, executive communication, analytics, and proficiency in PowerPoint and Excel. Preferred qualifications involve investment platforms, financial services, and operational roles within wealth management.

Compensation: Not specified
City: New York City
Country: United States

Full Job Description

Location: New York, NY, United States

Within the Investment Solutions Business Management team, youll work directly with senior leaders to strengthen how we run the business, turning priorities into coordinated delivery. Youll help shape governance, communications, and execution across a global organization focused on delivering high-quality investment solutions for clients.

As a Vice President, Business Manager on the Investment Solutions team (Managed Investments), you will serve as a strategic partner to the Global Head of Managed Investments and the Portfolio Management leadership team. You will help set the organizations operating rhythm, drive alignment across stakeholders, and move priorities from decision to delivery. Youll balance strategic execution with disciplined financial oversight and a strong fiduciary and control mindset in a fast-paced, global environment.

Job Responsibilities

Lead the annual strategic planning cycle, including priorities, roadmaps, objectives, and key performance indicators (KPIs)

Run the operating cadence (e.g., leadership forums, business reviews, performance scorecards) and drive decision and action tracking to closure

Deliver cross-functional initiatives by establishing governance, milestones, risks/issues, and clear accountability

Synthesize complex topics, trade-offs, and recommendations into executive-ready materials and decision forums

Partner with Technology and Operations to support platform modernization, delivery governance, and adoption/change management

Advance data and analytics transparency and outcome measurement to strengthen decision-making

Maintain a strong control environment through policy adherence, issue identification/escalation, and sustainable remediation

Coordinate regulatory exams, audits, and control deliverables across Controls, Risk, Legal, and Compliance

Build partnerships across business and functional stakeholders to align priorities and accelerate delivery

Lead stakeholder communications and change management; manage executive-level ad hoc requests with clear prioritization and follow-through

Partner with Finance on budgets, forecasting, headcount planning, and expense discipline; identify efficiency opportunities across workflows and reporting

Required Qualifications, Capabilities, and Skills

Demonstrated success driving cross-functional initiatives with senior stakeholders and delivering measurable outcomes

Strong executive communication skills, including writing, synthesis, and presentations

Analytical mindset with experience defining KPIs and building management reporting and insights

Strong understanding of governance, controls, risk, audit, and regulatory expectations in a regulated environment

Advanced proficiency in PowerPoint and Excel, with the ability to distill complex topics into clear, executive-ready materials

Ability to operate effectively in a fast-paced, global environment with strong ownership, judgment, and integrity

Preferred Qualifications, Capabilities, and Skills

Exposure to investment platforms and/or the managed investments lifecycle (e.g., portfolio management, due diligence, implementation/trading)

Experience in business management, strategy, COO/Chief of Staff, or operating roles within financial services (wealth and/or investments preferred)

Working knowledge of global financial markets and wealth management solutions for affluent and high-net-worth clients

Experience supporting leaders across multiple business channels with distinct growth agendas and operating models

Experience supporting large-scale transformation programs (e.g., platform modernization, organizational integration)

Experience driving automation, process reengineering, and operational efficiency initiatives

Partner with Managed Investments leaders to drive strategy, operating rhythm, and strong governance and controls.

Full Job Description