TrinityBridge · 1 week ago
Strategic Planning Manager
Chester, IL
Full-time
Onsite
Mid, Senior LevelTrinityBridge is seeking a Strategic Planning Manager to support the strategic success of their Wealth Planning division. The role involves collaborating with senior stakeholders to develop and execute strategies aligned with the company's business plan, focusing on performance reporting and commercial analysis.
AdviceFinancial ServicesWealth Management
Responsibilities
Serve as a key strategic partner to the Head of Wealth Planning, providing insight, challenge, and support on all aspects of divisional strategy and operational performance
Collaborate with the Head of Wealth Planning to help shape the business plan, and ensure alignment with overall TrinityBridge strategic objectives
Act as a conduit between the Head of Wealth Planning, Commercial Strategy Director, and other senior stakeholders, ensuring effective communication and delivery of strategic initiatives
Support the Head of Wealth Planning and Commercial Strategy Director, in developing and executing the division’s short, medium, and long-term strategy aligned to the strategy of TrinityBridge, through provision of:
Development and monitoring of meaningful MI metrics
Understanding and analysis, where necessary, of client and operational metrics
Provide performance insights, and relevant/agreed KPI reports, to inform strategic decision-making and investment proposals
Data reviews and analysis, to support the development of strategies to increase revenues and margins, in line with the overall TrinityBridge business plan
Assessment of new business sources, to support thinking and development of relevant business development strategies
Market insights, to support creation of business plans, propositional developments and client experience progression
Collaboration with, but not limited to, Senior Finance Business Partner, Head of Wealth Planning, and wider Wealth Planning leadership (as agreed with Head of Wealth Planning)
As required, translate outputs from any strategy sessions into clear, actionable commercial initiatives
Cost-benefit analyses, to support proposed initiatives and investment proposals
Work closely with Commercial Office colleagues with a particular focus on market intelligence and strategic insights, data analytics and client experience to ensure alignment across strategic initiatives, when partnering with the Head of Wealth Planning
Qualification
Required
Commercially astute, with a strong understanding of business dynamics and financial implications
Confident in manipulating, analysing, and interpreting data
Experience in a senior role within a high-growth environment, particularly in Asset Management
Proactive, eager to improve efficiency, take initiative, and continuously learn
Confident, structured thinker, with robust communication skills, both verbal and written, able to distil complex concepts in an accessible way
A collaborative team member, adept at managing diverse requests, excelling in time and project management, and effectively delegating tasks within a team environment
Proficient in record-keeping and reporting
Self-driven, comfortable working independently with a strong bias towards action and the ability to get things done at pace and to a high standard
Technologically savvy, with solid proficiency in MS Office Suite: Word, Excel (including advanced formulas), PowerPoint, Outlook skills, ideally with exposure to Microsoft 365 and its suite of power apps
Strong people-orientation, able to establish and maintain business relationships and motivate cross-functional teams
Company
TrinityBridge
TrinityBridge provides investment management, financial planning, and workplace financial well-being services.
Founded in 1991
501-1000 employees
Funding
Current Stage
Late StageRecent News
Portfolio Adviser
2025-12-10
Company data provided by crunchbase