Role Overview 

We are seeking a high-performing Associate to lead and execute strategic initiatives across Aladdin Wealth. This role sits at the center of the platform’s growth agenda, working closely with senior leadership to identify, shape, and deliver high-impact projects spanning product strategy, partnerships, client growth, and new ventures. 

The ideal candidate combines strong analytical horsepower with structured thinking, ownership mindset, and the ability to drive initiatives from concept through execution in a fast-paced, cross-functional environment. 

Key Responsibilities 

1. Strategic Initiatives Leadership 

• Own and drive the execution of our Digital Distribution strategy end-to-end (including and not limited to market expansion, platform enhancements, KPI definition)  
• Translate broad strategic objectives into clear workplans, milestones, and deliverables  
• Coordinate across product, engineering, sales, and external partners to ensure execution  

2. Strategy Development 

• Support development of Aladdin Wealth Digital Distribution’s medium- and long-term strategy  
• Conduct market research, competitive analysis, and client segmentation to inform decisions  
• Build business cases and investment theses for new opportunities 

​3. Partnerships & Ecosystem 

• Identify and evaluate potential strategic partnerships (fintechs, data providers, distribution partners)  
• Support deal structuring, commercial negotiations, and partnership execution  
• Monitor and optimize performance of existing partnerships  

4. Senior Stakeholder Engagement 

• Prepare materials for senior leadership (including executive-level presentations)  
• Communicate insights and recommendations clearly and concisely  
• Act as a thought partner to leadership on key strategic questions  

5. Performance Tracking & Insights 

• Define success metrics for strategic initiatives and track progress against KPIs  
• Build dashboards and reporting frameworks to inform decision-making  
• Identify risks, bottlenecks, and opportunities for acceleration  

Qualifications & Experience 

• 3–6 years of experience in strategy consulting, investment banking, private equity, or a strategy role within financial services / fintech  
• Italian or Spanish bi-lingual is highly preferred 
• Strong academic background from a top-tier university  
• Demonstrated experience leading complex projects or workstreams independently  
• Experience in wealth management, asset management, or fintech is highly desirable  

Skills & Competencies 

• Structured problem-solving: Ability to break down ambiguous problems into actionable insights  
• Execution focus: Proven ability to deliver outcomes, not just recommendations  
• Analytical strength: Advanced Excel / financial modeling; comfort with data analysis  
• Communication: Clear, concise storytelling (strong PowerPoint proficiency is a must)  
• Stakeholder management: Ability to influence across functions and seniority levels  
• Entrepreneurial mindset: Comfortable operating in evolving, fast-paced environments