Strategic Initiatives 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

Job Description Summary: Strategic Initiatives Lead Job Description: ositioummary

The Strategic Initiatives Lead 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 picks up the analytical and presentation work so the Director can focus on making strategic decisions, managing stakeholders, and directing the team. The ideal candidate brings 2–5 years of experience in investment banking, private equity, or management consulting — a traditional finance skillset: financial modeling, business case development, competitive analysis, board prep, stakeholder materials, deal support. 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 Essential Job Duties & 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.