Salary
💰 $105,000 - $140,000 per year
About the role
- Shape and drive enterprise-wide strategic initiatives by aligning and tracking Technology and Operations priorities with business objectives and transformation goals
- Develop and deliver materials for Tech and Ops leadership on strategy, business performance and planning initiatives
- Develop executive-level insights and reporting that inform decision-making across senior leadership, including strategic dashboards, performance metrics, and planning frameworks
- Lead cross-functional coordination to ensure seamless execution of strategic programs, acting as a central integrator across technology and operations
- Translate complex data and market trends into actionable strategies, leveraging financial modeling and scenario planning to support long-term growth and innovation
- Partner with Communications to craft and deliver high-impact messaging, ensuring clarity and alignment across stakeholder groups
- Manage strategic planning cycles, including budget alignment, audit readiness, and initiative tracking, while proactively identifying risks and opportunities
- Enable leadership effectiveness by organizing and prioritizing critical issues, preparing briefing materials, and facilitating strategic forums and leadership engagements
- Produce weekly reporting/tracking on various initiatives as well as ad hoc assignments with quick delivery timelines
Requirements
- Six+ years full time work experience in financial services, including at least one to two years in corporate development, strategy consulting, or similar role
- BA / BS or Business-related degree (or equivalent experience)
- Strong quantitative skills and significant experience in building, manipulating, maintaining and interpreting sophisticated Excel models
- Detail-oriented with outstanding critical thinking and problem-solving abilities
- Strong communication and presentation skills; comfortable working with senior management and different firm constituencies and partners
- Ability to handle competing priorities and thrive in a fast paced, deadline-driven environment
- Effective process management abilities and ability to develop network of relationships within the organization
- Fast learner, able to quickly grasp complex, technical topics
- Excellent writer and communicator
- Organized, reliable, and focused on high-quality execution
- Curious, intuitive, highly analytical and logical
- Able to handle confidential information with discretion
- Resourceful problem solver and always looking for ways to make things better
- Critical Skills: Customer Focused; Critical Thinking; Team Mentality; Business Acumen; Learning Agility