**Role: Strategy & Planning Consultant – Product Enablement | Wealth & Investment Management (WIM)** 📍 **Location:** Hybrid – Charlotte, NC 📆 **Duration:** 12 Months (Extendable) 💼 **Engagement Type:** W2 🎯 **Start Date:** ASAP **🧭** **Overview:** We are seeking a **Strategy & Planning Consultant** to partner with our Product team and help lead high-impact initiatives tied to **WIM's 2025 priorities** . The focus will be on enabling a smooth transition between tax reporting platforms ( **TAXL → MAXIT** ), while enhancing the performance, alignment, and integration of the **Holdings API** —a foundational component of our ecosystem. This role requires someone who can **drive clarity amid complexity** , align stakeholders, and bring a strategic lens to execution. **🚀** **Key Responsibilities:** + Collaborate with Product and Engineering teams to **define the transition roadmap.** + Develop and maintain **strategic plans** , timelines, and milestone tracking to support key WIM deliverables. + Act as a thought partner in **API enablement and ecosystem planning** —specifically around Holdings data and transaction flows. + Work cross-functionally with business, compliance, and technology teams to ensure **data integrity, system compatibility, and scalability** . + Identify bottlenecks, overlaps, or inefficiencies across the WIM ecosystem and propose **practical solutions** . + Deliver executive-ready presentations and status updates to senior leadership, **translating complexity into clarity** . **🛠️** **Required Skills & Experience:** + 8+ years of experience in **strategic planning, business consulting, or product enablement** within financial services or technology. + Familiarity with **Wealth Management** , Investment Products, and Tax Lot Accounting. + Proven success working on **enterprise platform transitions** and/or system integrations. + Strong understanding of **APIs and data flow management** in a financial ecosystem. + Exceptional communication skills—able to manage stakeholders at all levels and drive consensus. + Experience working in or with **Agile product teams** and ability to adapt quickly in a dynamic environment. **🧩** **Nice to Have:** + Prior exposure to **Holdings APIs, Tax Reporting tools** , or transaction-level reconciliation platforms. + Background in **management consulting** (e.g., Deloitte, PwC, Accenture) or internal strategy roles within a large bank or investment firm. + PMP, Agile, or Product certifications. **💡** **This role is ideal for someone who:** + Thinks **strategically but acts tactically** . + Can **connect dots** across fragmented teams and systems. + Thrives in **transformation-heavy** environments and isn’t afraid to challenge the status quo. If this is a role that interests you and you’d like to learn more, click apply now and a recruiter will be in touch with you to discuss this great opportunity. We look forward to speaking with you! **About ManpowerGroup, Parent Company of:** **Manpower, Experis, Talent Solutions, and Jefferson Wells** _ManpowerGroup® (NYSE: MAN), the leading global workforce solutions company, helps organizations transform in a fast-changing world of work by sourcing, assessing, developing, and managing the talent that enables them to win. We develop innovative solutions for hundreds of thousands of organizations every year, providing them with skilled talent while finding meaningful, sustainable employment for millions of people across a wide range of industries and skills. Our expert family of brands –_ **_Manpower, Experis, Talent Solutions, and Jefferson Wells_** _–_ creates substantial value for candidates and clients across more than 75 countries and territories and has done so for over 70 years. We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2022 ManpowerGroup was named one of the World's Most Ethical Companies for the 13th year - all confirming our position as the brand of choice for in-demand talent. ManpowerGroup is committed to providing equal employment opportunities in a professional, high quality work environment. It is the policy of ManpowerGroup and all of its subsidiaries to recruit, train, promote, transfer, pay and take all employment actions without regard to an employee's race, color, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, religion, age, disability, protected veteran status, or any other basis protected by applicable law.