Focus Financial Partners logo
Focus Financial Partners

We are strategic investors in RIAs, providing value-added support, access to capital for growth, and succession planning

Senior Strategic Initiatives Specialist

StrategyStrategyFull TimeRemoteSeniorTeam 51-200H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

24 days ago

Salary

$125K / year

Seniority

Senior

Bachelor Degree3 yrs expExperience acceptedEnglish

Job Description

Senior Strategic Initiatives Specialist

Focus Financial Partners

• 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)

Related Categories

Related Job Pages

More Strategy Jobs

Massachusetts College of Pharmacy and Health Sciences logo

Adjunct Faculty – Acupuncture – Chinese Herbal Medicine: Internal Medicine I

Massachusetts College of Pharmacy and Health Sciences

Established in 1823, Massachusetts College of Pharmacy and Health Sciences (MCPHS) is the oldest institution of higher education in Boston, a city that is home to many of the world’s top universities and healthcare institutions. We are one of the largest and most highly-ranked schools for health and life sciences, and our alumni and faculty continually distinguish themselves in healthcare settings around the globe. MCPHS has more than 7000 students across campuses in Boston’s Longwood Medical and Academic Area (LMA), downtown Worcester, MA and downtown Manchester, NH. Our vision is to empower our Community to create a healthier, more equitable world, which we strive to achieve through our core values of integrity, community, engagement, collaboration, support, and innovation. MCPHS is an equal opportunity employer dedicated to ensuring equal opportunity for all members of the University community. We aim to recruit, develop, and retain the most skilled faculty and staff. All qualified applicants will be considered for employment.

Strategy24 days ago

Role Description The New England School of Acupuncture seeks an adjunct faculty member to deliver high quality learning experiences and evaluation for the Master of Acupuncture and Chinese Herbal Medicine program. The selected candidate will bring subject matter expertise to the responsibilities of the remote teaching of Chinese Herbal Medicine: Internal Medicine I in the fall 2026 semester September 4, 2026-December 11, 2026. This course explores the theoretical basis of Chinese herbal treatments for various internal medicine conditions such as: - Cough - Asthma - Diarrhea - Constipation - Depression - Headache - Edema - Others Special emphasis is placed on understanding the theoretical basis of diagnosis, as well as selecting and modifying formulas. This remote 60-hour course will have 2 class meetings per week: Monday and Friday 8:30am-11:00am eastern time. The ideal candidate will also teach Chinese Herbal Medicine: Internal Medicine II in the spring semester. - Deliver didactic instruction through the online Learning Management System Blackboard® in a synchronous classroom setting. - Provide an engaging active learning environment for students. - Provide students with periodic assessments of their progress toward meeting course objectives. - Apply grading policies fairly and consistently. - Develop/adhere to the course syllabus per the NESA/MCPHS format, which includes course learning outcomes, teaching methodology, attendance policy in line with that of MCPHS, and assessment criteria, including assignment deliverables and timelines. - Additional responsibilities may be assigned by the Dean or Associate Dean. Qualifications - Master of Acupuncture and Chinese Herbal Medicine or equivalent, doctoral degree preferred. - Minimum of five years clinical practice in Chinese Herbal Medicine. - NCCAOM Certification in Herbology. - Experience teaching Chinese Herbal Medicine. - Online teaching experience strongly preferred. - Commitment to graduate education and student success. - Excellent organizational and communication skills. - Must be able to work independently and interact effectively with students and administration/staff.

EST (UTC-5)
Full TimeRemoteTeam 1,001-5,000H1B No Sponsor

• 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.

Missouri
$125K / year
Abnormal Security logo

Transformation Strategy Manager

Abnormal Security

Abnormally-Precise, Cloud-Native Email Security

Strategy24 days ago
Full TimeRemoteTeam 501-1,000H1B Sponsor

• Be the day-to-day lead translating transformation vision into shippable requirements for AI PMs and engineers, then driving cross-functional execution to ship • Build and maintain the enterprise capability map: the system of record for who owns what, how it's done today, and where AI fits • Run the transformation intake, prioritization, and operating cadence that keeps the highest-value initiatives sequenced, resourced, and moving across functions • Define solution paths for each prioritized transformation, including what humans do, what AI does, what systems do, and the rationale behind the call • Own the measurement layer for transformation: ROI analysis, business value assessment, metric trees, instrumentation, and the analytics surface the executive team uses to assess progress • Drive role redesign, change management, and adoption with People COEs and functional leaders so transformations actually land in how people work • Lead company-wide AI initiatives end-to-end, from problem framing through rollout, that drive step-change improvements crossing three or more functions

United States
$149.2K - $214.5K / year
SoFi logo

Brand Director, Social Strategy

SoFi

SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Strategy24 days ago

Role Description Help Build the Next Iconic Financial Brand. Social is where brands earn relevance through culture, speed, creativity, and trust. SoFi is looking for a Brand Director, Social Strategy to help lead the next era of our social brand presence — building breakthrough strategies, developing platform-native content, and shaping how millions of people experience SoFi online. This person will play a critical role in building awareness, making SoFi a household name, and driving long-term brand equity through social-first storytelling, cultural relevance, and best-in-class execution across platforms. This role is for someone who understands both internet culture and brand building: - Present a strategic vision to senior leadership. - Jump into the feed and execute. - Develop highly produced campaigns and scrappy content that feels native to the platform. We’re at a critical moment in growth. Our opportunity is massive across sports, creators, partnerships, live events, and social platforms, and we need a leader who can help turn that momentum into awareness, consideration, and brand love. You’ll lead a small, high-impact team responsible for: - Building social strategies that break through. - Leveraging member data and social trends to drive social strategies. - Developing content systems that scale across platforms. - Driving engagement, conversation, and cultural relevance. - Turning performance insights into smarter creative and sharper execution. - Moving fast without sacrificing quality or taste. From the NBA and TGL to SoFi Stadium and CMA Fest — we’re only getting started. Qualifications - 8+ years in social media, creator marketing or brand strategy. - Deep understanding of platform behavior and internet culture. - Proven experience building social strategies that drive measurable brand impact. - Strong instincts across creative, copy, video, trends, and storytelling. - Ability to leverage AI as a creative and operational force multiplier. - Ability to move seamlessly between strategy and execution. - Experience operating in fast-paced, highly collaborative environments. - Strong analytical mindset and comfort using performance data to guide decisions. - Excellent communication and presentation skills. - High standards, strong taste, and a bias toward action. Requirements - Experience in fintech, sports, media, or culturally relevant brands (nice to have). - Experience activating around sports, live events, or creator partnerships (nice to have). - Hands-on content development and platform publishing experience (nice to have). Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, gender, national origin, age, disability, marital status, sexual orientation, or any other basis prohibited by applicable law. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com . Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

United States
$131.2K - $225.5K / year
Job Closed