Strategy Associate

Founded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 160 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research led approach and continual innovation is powered by the passion and creativity of our colleagues.

We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the world’s leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and flexible work environment empowers our colleagues to reach their full potential.

Avaloq is seeking a high‑performing Strategy Associate to join the regional strategy organisation supporting APAC, MEAI & US.

The role drives profitable growth through clear GTM direction, structured market intelligence and disciplined strategic planning. In addition, the role supports broader strategic topics across the Sales & Delivery organisation to improve performance, efficiency and scalability.

Exposure to large‑scale transformation programs, particularly cost optimisation initiatives and structured PMO environments is considered a strong advantage.

The successful candidate will act as a trusted partner to Regional Heads and senior leadership, ensuring fact‑based decision‑making and strong execution across growth and operational initiatives.

The Strategy Associate reports to the Head of Sales & Delivery Strategy, who provides overall direction and prioritisation. The role offers direct exposure to senior management and regular interaction with Regional Heads and executive leadership.

Your key tasks

Market, Client & Competitive Intelligence

• Act as the go‑to person for regional market and competitor insights

• Deliver structured analysis on client trends, competitive positioning and market developments

• Translate insights into clear implications for sales planning and strategic prioritisation

Strategy & GTM Direction

• Support definition and execution of regional GTM strategies under the guidance of the Head of Sales & Delivery Strategy and Regional Heads

• Translate strategic priorities into actionable regional plans

• Support targeted pipeline development and profitable growth

Business Cases & Strategic Initiatives

• Develop fact‑based business cases for growth opportunities and investments
• Support prioritisation and capital allocation decisions in alignment with leadership

M&A and partnership 

• Support evaluation of M&A and partnership opportunities from a commercial and strategic perspective
• Contribute to investment cases and leadership recommendations

Account / Sales Planning Frameworks

• Support refinement of customer lifecycle and account management frameworks
• Guide Sales and KAM teams in applying centralised planning frameworks
• Drive consistency and adoption across region

Transformation & Cost Optimisation Programs 

• Act as Program Manager or PMO lead for strategic transformation and cost optimisation initiatives
• Support structuring and execution of large‑scale efficiency programs, including operating model refinement and performance improvement efforts
• Establish governance frameworks, milestone tracking, KPI monitoring and risk management structures
• Ensure transparency, executive reporting and cross‑regional alignment across transformation workstreams
• Drive accountability and disciplined execution across stakeholders

Sales & Delivery Strategic Topics

• Support strategic initiatives across the Sales & Delivery organisation.
• Contribute to initiatives focused on process optimisation, resource allocation and operational efficiency across project delivery and solution development

Cross‑Regional Alignment & Executive Support

• Act as a connector across Regions, Marketing, Delivery and Commercial Operations
• Reduce fragmentation and ensure alignment of priorities and execution
• Prepare high‑quality materials and insights for senior leadership decision‑making

What “Great” Looks Like in This Role
 

Skills & Competencies

• Strong analytical and structured problem‑solving skills
• Ability to break down complex topics and translate analysis into clear, actionable recommendations
• Experience building business cases and working with financial models
• Excellent PowerPoint and Excel skills; ability to create concise, executive‑ready materials
• Ability to manage multiple workstreams with discipline and ownership

Qualifications

• 2–5 years of experience in strategy consulting, corporate strategy, or a strategy/analytics role within financial services, private banking, wealth management or enterprise software.
• Experience in private banking, wealth management, asset management or fintech is strongly preferred.
• Exposure to commercial strategy, GTM strategy, business case development and M&A evaluation initiatives.
• Experience preparing executive‑level materials and supporting senior stakeholder discussions

Additional Information

We realize that managing work life balance is a challenge we all face in our daily lives and in order to support with this we are pleased to offer hybrid and flexible working for most of our Avaloqers to maintain work life balance and still continue our fantastic Avaloq culture in our global offices.

In Avaloq we are proud to embrace diversity and understand the success of our business is built on the power of different opinions, we are whole heartedly committed to fostering an equal opportunity environment and inclusive culture where you can be your true authentic self.

We hire, compensate and promote regardless of origin, age, gender identity, sexual orientation or any other fantastic traits that make us all unique, we have done our best to write this advert in an inclusive and neutral way.

Please be aware that we will not accept speculative CV submissions for any of our roles from recruitment agencies, and any unsolicited candidate submissions will be exempt from any payment expectations.