Churchill Vice President / Principal, Retail & Wealth

This candidate will play a key role in supporting the Global Head of Wealth in defining and executing the strategic vision for the firm’s wealth management business. This role requires a strong mix of strategic thinking, project management and analytical skills to help drive growth, optimize operations, and enhance the firm’s wealth platform globally. The ideal candidate will have experience in wealth management, private markets and/or asset management.

Key Responsibilities and Duties

• Strategic Planning & Execution: Assist in developing and implementing strategic initiatives for the firm’s wealth management division.

• Market Research & Competitive Analysis: Analyze industry trends, market opportunities, and competitor positioning to inform strategy.

• Operational Efficiency & Process Improvement: Identify and implement best practices to enhance efficiency and scalability.

• Project Management: Oversee key initiatives from inception to execution, coordinating with cross-functional teams.

• Executive Support: Prepare high-impact presentations, reports, and strategic recommendations for senior leadership.

• Stakeholder Engagement: Work closely with internal teams (investment, legal, compliance, marketing) and external partners to support business objectives.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 3+ Years Required; 5+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
7IC