Senior Strategy & AI Initiatives Lead

Focus Partners Wealth; New York (NY); Hybrid; USD 85.000 - 150.000; Vollzeit

Benefits dieser Stelle

Annual bonus

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Zusammenfassung

Focus Financial Partners seeks a Strategic Initiatives Lead to join its high‑visibility AI and strategy programs in New York. You will own workstreams, build models, draft board materials, and coordinate with senior leaders to drive cross‑functional decisions.

The role requires 2+ years in investment banking, PE, or management consulting, plus strong Excel modeling, strategic thinking, and familiarity with AI tools.

Qualifikationen

• Bachelor's degree in business, finance, economics or related field.
• MBA or CFA in progress or completed preferred.
• Strong financial modeling and Excel skills; independent work style.

Aufgaben

• Own workstreams within AI Strategy Program and cross-functional initiatives.
• Build and maintain project trackers, risk logs, and governance frameworks.
• Produce executive summaries, board materials, and KPI dashboards.
• Conduct market research and competitive intelligence with actionable insights.
• Support AI strategy execution, vendor evaluations, and pilot programs.

Kenntnisse

Financial modeling

Excel expert

Structured communication

Strategic thinking

AI productivity tools

Ausbildung

Bachelor's degree in business/finance/economics

MBA or CFA in progress/completed

Tools

AI tools (Claude Notion AI Copilot)

Jobbeschreibung

Focus Financial Partners seeks a Strategic Initiatives Lead to join its high‑visibility AI and strategy programs in New York. You will own workstreams, build models, draft board materials, and coordinate with senior leaders to drive cross‑functional decisions.

The role requires 2+ years in investment banking, PE, or management consulting, plus strong Excel modeling, strategic thinking, and familiarity with AI tools.