Job Description
Role Summary:Orchestrated strategic initiatives across the firm and the Wealth Management practice, focusing on competitive intelligence, large-deal bid management (RFPs), and identifying white-space opportunities within existing accounts.
Key Achievements & Responsibilities:
Thought Leadership:Authored Point-of-View (POV) papers onAdvisor Experience, AI in Enterprise, and Industry Convergence, utilized to steer leadership dialogues and client workshops.
Competitive Intelligence:Led comprehensive due diligence on 5–6 high-growth tech competitors, identifying market shifts that informed the firm’s acquisition and large-deal strategies.
Go-to-Market (GTM) Strategy:Co-created the firm’s GTM approach for client acquisition, embedding industry best practices and competitive insights into the sales framework.
Operational Excellence:Collaborated with senior leadership andBig 3 consulting expertsto redesign the sales leadership hiring process, resulting in sharper diagnostics an...
Key Achievements & Responsibilities:
Thought Leadership:Authored Point-of-View (POV) papers onAdvisor Experience, AI in Enterprise, and Industry Convergence, utilized to steer leadership dialogues and client workshops.
Competitive Intelligence:Led comprehensive due diligence on 5–6 high-growth tech competitors, identifying market shifts that informed the firm’s acquisition and large-deal strategies.
Go-to-Market (GTM) Strategy:Co-created the firm’s GTM approach for client acquisition, embedding industry best practices and competitive insights into the sales framework.
Operational Excellence:Collaborated with senior leadership andBig 3 consulting expertsto redesign the sales leadership hiring process, resulting in sharper diagnostics an...
Ready to Apply?
Take the next step in your AI career. Submit your application to Incedo Inc. today.
Submit Application