Senior Strategic Initiatives Specialist

Position Summary The Strategic Initiatives department is looking for a Senior Strategic Initiatives Specialist to join their team. The Strategic Initiatives Analyst is a high-impact, high-visibility role on Focus Financial Partners’ Strategic Initiatives team — a small, senior team that functions as an internal strategy and transformation group for the firm. This role leads a great deal of analytical and presentation work for the team to ensure we meet our business priorities. They are ready to trade deal-by-deal or engagement-by-engagement work for something with broader scope: supporting the highest-priority strategic initiatives at Focus, working directly with executive leadership, and doing the work that makes complex cross-functional decisions actually happen. 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 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. 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 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. AI Strategy Program Support 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 — 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. This position is an exempt position. The annualized base pay range for this role is expected to be $125,000 per year. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education. #LI-KP1 Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit  focuspartners.com or follow the company on LinkedIn . Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s 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 di