Senior Strategic Initiatives Specialist
Location
Missouri
Posted
24 days ago
Salary
$125K / year
Seniority
Senior
Job Description
Senior Strategic Initiatives Specialist
Focus Partners Wealth
• 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.
Job Requirements
- 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
- medical
- dental
- vision
- life insurance
- 401(k)
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