Strategic Initiatives Lead: AI Strategy & Exec Delivery

Focus Financial Partners; New York (NY); Sur place; USD 85 000 - 150 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Résumé du poste

Focus Financial Partners is seeking a Strategic Initiatives Lead to join its high-impact internal strategy team. You will drive cross-functional workstreams, build program infrastructure, and own analyses and board-ready materials to enable senior decision-makers.

The role requires 2+ years in investment banking, PE, or management consulting, with a finance or corporate strategy background. You will work closely with executive leadership on high-priority initiatives and AI program execution.

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 - 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.
• Values truth over tradition; analytical bias toward action; not precious about the work. ss Looks Like in Year One

Responsabilités

• 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.

Connaissances

Investment banking

Private equity

Management consulting

Corporate strategy

Financial modeling

Excel

AI tools

Formation

Bachelor's degree in business/finance/economics

MBA or CFA in progress/completed

Outils

AI productivity tools

Description du poste

Focus Financial Partners is seeking a Strategic Initiatives Lead to join its high-impact internal strategy team. You will drive cross-functional workstreams, build program infrastructure, and own analyses and board-ready materials to enable senior decision-makers.

The role requires 2+ years in investment banking, PE, or management consulting, with a finance or corporate strategy background. You will work closely with executive leadership on high-priority initiatives and AI program execution.