Strategic Initiatives Lead - Partial Remote AI Strategy

Focus Partners Wealth; St. Louis (MO); Hybride; USD 85 000 - 150 000; Plein temps

Avantages offerts par ce poste

Medical, dental, vision

Life insurance

401(k)

Bonus potential

Résumé du poste

Focus Financial Partners seeks a Strategic Initiatives Lead in St. Louis to drive high-impact, cross-functional projects and support the enterprise AI strategy. You will build models, craft executive-ready materials, and partner with leadership to advance priority initiatives.

You will own workstreams, triage priorities, and maintain governance frameworks while collaborating with senior stakeholders in a fast-paced environment.

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.
• MBA or CFA in progress or completed (preferred).

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: 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; conduct competitive intelligence and market research.
• Prepare board materials, executive presentations, and governance deliverables; represent the team in cross-functional meetings.
• Support the execution of Focus’s enterprise AI strategy, including vendor evaluations and pilot program management.

Connaissances

Financial modeling

Executive presentations

Stakeholder management

Strategic analysis

Excel proficiency

Formation

Bachelor’s degree in business/finance/economics

MBA or CFA in progress/completed

Outils

Claude

Notion AI

Copilot

Description du poste

Focus Financial Partners seeks a Strategic Initiatives Lead in St. Louis to drive high-impact, cross-functional projects and support the enterprise AI strategy. You will build models, craft executive-ready materials, and partner with leadership to advance priority initiatives.

You will own workstreams, triage priorities, and maintain governance frameworks while collaborating with senior stakeholders in a fast-paced environment.