Director of Planning and Administration
Core
Strategic partner and trusted advisor to a senior executive, driving alignment, cross-functional execution, and turning strategy into action for a diversified financial services leader.
Role type
Director of Planning and Administration (Executive Support)
Builds
Organizational effectiveness, strategic initiatives, and operational alignment for a $1.5T AUM financial services firm.
Domain
Financial Services / Corporate Strategy & Operations
Required skills
Strategic leadership, executive presence, project management, data analysis, stakeholder influence, process improvement, organizational design
Preferred skills
Marketing and analytics knowledge, self-starter mindset
Technologies
N/A
Responsibilities
Partner with Finance, HR, Legal, and Communications to deliver key tasks including budget management and performance tracking; Prepare presentations and speeches for the direct leader and external groups (Board, analysts, regulators); Represent the senior leader on strategic initiatives and monitor progress; Lead cross-organizational initiatives like business transformation and SOX; Design organization structure and people strategies; Coach and mentor direct reports.
Seniority
Director, strategic partner to senior executive