Strategic Initiatives Lead, AI & Growth Programs

LE0123 Focus Partners Wealth LLC; New York (NY); On-site; USD 85,000 - 150,000; Full time

Job summary

Focus Financial Partners is seeking a Strategic Initiatives Lead in the United States to join its high-visibility team. The role concentrates on analytical work, financial modeling, and cross-functional execution to support executive decisions.

The candidate should bring 2+ years in finance-related roles and a business/finance/economics degree, with strong modeling, presentation, and stakeholder-management skills. Focus emphasizes AI strategy and enterprise initiatives across the firm.

Qualifications

• 2+ years of experience in investment banking, private equity, management consulting, or corporate strategy at a financial services firm.
• Bachelor's degree in business, finance, economics, or related discipline.
• Experience with M&A, strategy and growth and AI MBA or CFA in progress or completed (preferred).
• Demonstrated ability to build and own structured work products—models, memos, slide decks.

Responsibilities

• Own individual workstreams within the AI Strategy Program and cross-functional initiatives; structure the work and drive to decisions.
• Build financial models, business cases, and ROI frameworks to support strategic decisions.
• Prepare board materials, executive presentations, and governance committee deliverables; ensure narrative and numbers are accurate.

Skills

Investment banking

Private equity

Management consulting

Corporate strategy

Education

Bachelor's degree in business/finance/economics

Tools

Claude

Notion AI

Copilot

Job description

Focus Financial Partners is seeking a Strategic Initiatives Lead in the United States to join its high-visibility team. The role concentrates on analytical work, financial modeling, and cross-functional execution to support executive decisions.

The candidate should bring 2+ years in finance-related roles and a business/finance/economics degree, with strong modeling, presentation, and stakeholder-management skills. Focus emphasizes AI strategy and enterprise initiatives across the firm.