Head of Business Strategy

Director, Strategic Initiatives (Bethesda, MD) Hybrid

SNI is working exclusively with a large and leading Financial Services company looking to add a Strategic Director to their HQ!
This role is tailored for a seasoned, business-oriented leader with a proven track record of driving complex programs from concept through execution. The ideal candidate will work closely with senior executives and stakeholders across functions—including product, distribution, marketing, and operations—to identify opportunities, remove barriers, and deliver meaningful results.
Drive end-to-end execution of non-technology business initiatives, such as go-to-market strategy rollouts, organizational design changes, front-office process improvements, and distribution optimization efforts.
Provide structure and alignment in fast-moving environments, managing scope, timeline, and risk while ensuring forward momentum.
Drive Accountability and Transparency: Communicate clearly across levels of the organization, including steering committee updates and risk mitigation strategies to keep programs on track.
Apply Adaptive Methodologies: Use agile principles and pragmatic project management tools to tailor approaches based on initiative size, complexity, and pace.
Resolve Execution Barriers: Proactively address roadblocks by building consensus, aligning stakeholders, and fostering a culture of urgency and action.
Bachelor’s degree required.

• MBA or equivalent graduate degree preferred.
• 10-12+ years of relevant experience, including time in management consulting, business transformation, or enterprise program management within the asset management or financial services industry.
• Proven success leading large, complex business programs with cross-functional scopes especially in front-office, product, investment, or distribution settings.
• Expertise in change management, program/project management, stakeholder alignment, including the ability to manage complex business processes through influence when all the resources necessary for a successful outcome are not directly under the individual’s control.

Executive-level communication: able to synthesize issues and present clearly to C-suite stakeholders.
Strong strategic and analytical thinker with a high level of business judgment.
Skilled in management consulting-style problem solving and structured execution frameworks.