Senior Strategic Initiatives Specialist

Position Summary

The Strategic Initiatives department is looking for a Senior Strategic Initiatives Specialist to join their team. The Strategic Initiatives Analyst is a high-impact high-visibility role on Focus Financial Partners Strategic Initiatives team a small senior team that functions as an internal strategy and transformation group for the firm. This role leads a great deal of analytical and presentation work for the team to ensure we meet our business priorities. They are ready to trade deal-by-deal or engagement-by-engagement work for something with broader scope: supporting the highest-priority strategic initiatives at Focus working directly with executive leadership and doing the work that makes complex cross-functional decisions actually happen.

Primary Responsibilities

Program & Project Execution

• 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 teams portfolio; keep the teams attention on the highest-leverage work.

Analysis & Modeling

• 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.

Communication & Influence

• 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.

AI Strategy Program Support

• Support the execution of Focuss enterprise AI strategy including vendor evaluations use case intake process governance committee operations and pilot program management.
• Help develop and maintain the AI programs 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.

Qualifications

• Bachelors 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; doesnt wait to be told what the answer should be.
• High personal accountability owns their output fixes their mistakes and doesnt 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.

This position is an exempt position. Actual base pay may vary based on factors including but not limited to experience subject matter expertise geographic location where work will be performed and the applicants skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package including but not limited to medical dental vision life insurance and 401(k). Please note that the job title is subject to change based on the selected candidates experience and education.

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Focus Partners Wealth is an organization of wealth asset and business management resources that brings strength innovation and partnership to client relationships. Through a comprehensive range of services Focus Partners Wealth supports clients at every stage of life helping them manage their financial future. With over $180 billion in regulatory assets under management Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners a leading financial services firm comprised of wealth management family office and business management services. To learn more about Focus Partners Wealth or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates race color religion sex (including pregnancy) gender identity sexual orientation national origin age disability genetic information veteran status or any other characteristic protected by local state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact .

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW AN EMPLOYER MAY NOT REQUIRE OR DEMAND AS A CONDITION OF EMPLOYMENT PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

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For Montana Applicants: If hired the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the states workers compensation law. If you willfully provide false information about your ability to perform the essential functions of the job with or without reasonable accommodations you may be barred from filing a claim under the provisions of the Workers Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.