Senior Strategic Initiatives Specialist

Focus Partners Wealth

Senior Strategic Initiatives Specialist supporting strategic initiatives at Focus Partners Wealth. Engaging with executive leadership on critical projects and transforming analytics into actionable strategies.

Posted 6/1/2026full-timeRemote • Montana • 🇺🇸 United StatesSenior💰 $125,000 per yearWebsite

About the role

Key responsibilities & impact

Own individual workstreams within the AI Strategy Program and other cross-functional initiatives — structure the work, drive to decisions, and deliver outputs on timeline.
Build and maintain the operating infrastructure for complex projects: project trackers, decision logs, risk registers, governance frameworks, and meeting rhythms.
Triage incoming requests and competing priorities across the team’s portfolio; keep the team’s attention on the highest-leverage work.
Build financial models, business cases, and ROI frameworks to support strategic decisions — clean, accurate, and built to be used, not just filed.
Conduct competitive intelligence and market research; synthesize findings into executive-ready summaries and recommendations.
Support initiative tracking and KPI dashboards that connect strategic priorities to measurable outcomes.
Prepare board materials, executive presentations, and governance committee deliverables; own the quality of the narrative and the numbers.
Represent the Strategic Initiatives team in cross-functional meetings; keep stakeholders aligned and accountable without positional authority.
Translate complex, ambiguous situations into crisp problem statements and structured options for senior decision-makers.
Support the execution of Focus’s enterprise AI strategy, including vendor evaluations, use case intake process, governance committee operations, and pilot program management.
Help develop and maintain the AI program’s knowledge base, intake forms, risk frameworks, and operating cadences.
Serve as a credible, hands-on user of AI tools; bring practical experience to conversations about where and how AI creates value at Focus.

Requirements

What you’ll need

Bachelor’s degree in business, finance, economics or related discipline required, MBA or CFA in progress or completed preferred
3+ years of experience in investment banking, private equity, management consulting, or corporate strategy at a financial services firm.
Demonstrated ability to build and own structured work products — models, memos, slide decks — independently and under time pressure.
Experience working in fast-paced environments with multiple concurrent priorities and senior stakeholder exposure.
Exceptional financial modeling and Excel skills — builds from scratch, not template-dependent.
Strong structured communication skills: can write a one-pager, build a five-slide deck, or lead a working session with equal command.
Intellectually curious and comfortable operating in ambiguity; doesn’t wait to be told what the answer should be.
High personal accountability — owns their output, fixes their mistakes, and doesn’t let things fall through the cracks.
Collaborative by instinct but comfortable working independently; can operate with minimal supervision on defined workstreams.
Familiarity with AI productivity tools (Claude, Notion AI, Copilot, etc.) and a willingness to be an early adopter. Experience building with AI is a plus but not required.

Benefits

Comp & perks

medical
dental
vision
life insurance
401(k)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingExcelbusiness casesROI frameworkscompetitive intelligencemarket researchKPI dashboardsstructured work productsproject managementrisk frameworks

Soft Skills

structured communicationintellectual curiositypersonal accountabilitycollaborationproblem-solvingstakeholder managementtime managementindependenceadaptabilitydecision-making

Certifications

Bachelor's degreeMBACFA