
Head of Retail Wealth Strategy
3 days ago
Compensation: Competitive base salary + equity aligned
OverviewAbout the Opportunity
We’re working with a high-growth financial services business. They are on an exciting journey to reimagine how retail wealth customers are served in Asia, through a next-generation model.
This is a rare opportunity to join at the ground floor of a transformational initiative; building the strategy, designing the Target Operating Model (TOM), and leading execution to scale. For the right leader, this role offers scope to take on P&L ownership and play a pivotal role in shaping the future of retail wealth.
What You’ll Do- Define and deliver the strategy for a new retail wealth proposition.
- Design and implement the Target Operating Model (TOM) across distribution, customer experience, and operations.
- Lead execution of strategic initiatives in partnership with senior leadership.
- Bring best practices and innovation to redefine retail wealth engagement.
- Build and inspire a high-performing team aligned with growth ambitions.
- Potentially assume P&L responsibility as the business scales.
- 10–15 years of experience in retail wealth, private banking, or financial services.
- Strong track record in strategy, distribution, or transformation within banks, insurers, or wealth platforms.
- In-depth understanding of the retail wealth model, including both opportunities and pitfalls.
- Entrepreneurial mindset, comfortable building something new in a high-growth environment.
- Proven leadership and stakeholder management skills.
This role offers the entrepreneurial challenge of creating a new model from the ground up, while being supported by the scale and resources of a leading investor. Competitive compensation includes a strong base salary and meaningful equity participation.
If you’re passionate about shaping the future of retail wealth and want to be part of a journey with real impact, we’d love to hear from you.
Seniority level- Director
- Full-time
- Strategy/Planning, General Business, and Management
- Industries: Banking, Financial Services, and Insurance
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Head of Retail Wealth Strategy
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