Senior Strategy & Transformation Lead

LE0123 Focus Partners Wealth LLC; Clayton (MO); On-site; USD 120,000 - 180,000; Full time

Job summary

Focus Financial Partners seeks a Strategic Initiatives Lead to join its high-visibility Strategic Initiatives group. The role supports executive leadership by handling analytics and presentation work, enabling the Director to focus on strategic decisions and stakeholder management.

The ideal candidate has 2–5 years in finance-related fields (IB, PE, or mgmt consulting) with a strong finance skillset including modeling, business cases, and deal support.

Qualifications

• 2–5 years of experience in investment banking, private equity, or management consulting.
• Strong financial modeling and strategic analysis experience.

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.

Skills

Financial modeling

Business case development

Competitive analysis

Board prep

Stakeholder materials

Deal support

Job description

Focus Financial Partners seeks a Strategic Initiatives Lead to join its high-visibility Strategic Initiatives group. The role supports executive leadership by handling analytics and presentation work, enabling the Director to focus on strategic decisions and stakeholder management.

The ideal candidate has 2–5 years in finance-related fields (IB, PE, or mgmt consulting) with a strong finance skillset including modeling, business cases, and deal support.