Estrada International Staffing Solutions
Consulting + 2 more
Description
Strategic Planning & Execution
- Lead the development and periodic review of the company's corporate strategy and long-term growth roadmap.
- Translate strategic priorities into actionable plans across business units including asset management, wealth management, and stockbroking.
- Monitor implementation of strategic initiatives and ensure alignment with organizational objectives.
Market Intelligence & Business Insights
- Conduct market research and competitive analysis to identify industry trends, emerging opportunities, and potential risks.
- Provide strategic insights on capital markets, investment products, and client segments.
- Support management with data-driven recommendations for expansion and
diversification.
Business Development Strategy
- Identify new revenue streams, partnerships, and strategic alliances to expand the organizations market share.
- Support product development including funds, investment vehicles, and brokerage services.
- Work closely with sales, investment, and client relationship teams to grow assets under management (AUM).
Performance Monitoring
- Track strategic KPIs including revenue growth, AUM expansion, market share, and
operational efficiency. - Develop dashboards and reports to provide leadership with insights into strategic
performance. - Recommend corrective actions where performance deviates from targets.
Corporate Transformation & Innovation
- Lead strategic initiatives such as digital transformation, operational optimization, and new market entry.
- Promote innovation in investment services, client experience, and technology adoption.
Stakeholder Engagement
- Collaborate with executive leadership, investment teams, finance, and operations to ensure alignment of strategic priorities.
- Support the CEO in preparing strategic presentations for the Board and key
stakeholders.
Key Performance Indicators (KPIs)
- Growth in Assets Under Management (AUM)
- Successful implementation of strategic initiatives
- Revenue diversification and new product launches
- Market expansion and client acquisition
- Improved operational and financial performance metrics
Qualifications & Experience
- Bachelor's degree in Finance, Economics, Business Administration, or related field
(MBA or relevant postgraduate degree preferred). - Minimum of 5 years experience in strategy, investment management, financial services, or consulting.
- Strong understanding of capital markets, asset management, and stockbroking
operations. - Proven ability to lead strategic planning and organizational transformation.
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