Vice President (Talent Strategy)

TL;DR

Vice President (Talent Strategy): Leading Americas-wide advisor development and training programs for Private Wealth Management with an accent on productivity acceleration and talent frameworks. Focus on end-to-end execution of high-visibility training initiatives and integrating AI tools to drive operational efficiency.

Location: Onsite in New York, NY, United States

Salary: $125,000 - $250,000

Company

A leading global investment banking, securities, and investment management firm.

What you will do

• Create and deliver advisor development programming to strengthen business development and client relationship management.
• Oversee the full lifecycle of new advisor programming, including onboarding and core development curriculum.
• Accelerate time-to-productivity for New Private Wealth Advisors through targeted integration and training.
• Monitor key performance metrics and translate insights into actionable enhancements for productivity and retention.
• Identify and deliver role-specific AI training to drive operational efficiency.
• Lead the end-to-end execution of national training programs, managing logistics, budgets, and vendor coordination.

Requirements

• 5+ years of experience in Talent Strategy, Human Capital Management, or Business Management within Wealth Management or Financial Services.
• Strong understanding of the Americas wealth management landscape and regulatory dynamics.
• Proven project management skills with the ability to handle multiple high-priority initiatives.
• Strong technical skills in Excel (pivot tables, formulas) and presentation development.
• Must be based in New York, NY.

Culture & Benefits

• Competitive benefits and wellness offerings for full-time employees.
• Commitment to fostering and advancing diversity and inclusion.
• Access to professional growth opportunities, firmwide networks, and mindfulness programs.
• Strong emphasis on a collaborative environment and a positive work ethic.