Senior Strategic Initiatives Specialist

Senior Strategic Initiatives Specialist The Strategic Initiatives department is seeking a Senior Strategic Initiatives Specialist to lead analysis, modeling, and communication activities that support high‑impact, high‑visibility strategic initiatives at Focus Financial Partners. This role works closely with executive leadership and ensures cross‑functional decisions are executed effectively. Primary 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 time. Build and maintain 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. Analysis & Modeling 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. Communication & Influence Prepare board materials, executive presentations and governance committee deliverables; own the quality of narrative and 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. Qualifications Bachelor’s degree in business, finance, economics or related discipline required; MBA or CFA in progress or completed preferred. 3+ years of experience in investment banking, private equity, management consulting, or corporate strategy at a financial services firm. 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—build 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; does not wait to be told what the answer should be. High personal accountability—owns output, fixes mistakes, and does not 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. Compensation This is an exempt position. Base pay range is $125,000 – $150,000 per year, with additional annual cash bonus and a comprehensive benefits package (medical, dental, vision, life insurance, 401(k)). About Focus Financial Partners Focus is a leading financial services firm comprising integrated wealth management, family office and business management services. With deep expertise and expansive resources, Focus delivers client‑first fiduciary solutions. Equal Employment Opportunity Focus is an equal‑opportunity employer and bases its employment decisions on the employee or candidate’s skill set, without regard to race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process or to perform essential job functions, please contact View email address on click.appcast.io. #J-18808-Ljbffr Focus Financial Partners