Strategic Planning Manager
Core
Shaping and executing strategic priorities across product strategy and investment governance within Investor Services to align business growth with strategic focus areas.
Role type
Senior IC strategic planning manager (financial services)
Builds
Integrated investment portfolios and product strategies for sophisticated clients
Domain
Global financial services / Asset servicing
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Strategic portfolio prioritization, stakeholder influence, team leadership, financial acumen, regulatory knowledge, data-driven decision making
Preferred skills
None stated
Technologies
None stated
Responsibilities
Lead development and prioritization of investment portfolio to maximize return; Partner with senior stakeholders to guide investment decisions; Coach and develop one direct report; Establish strategic partnerships with core product areas; Integrate insights across strategy, finance, product and risk to deliver enterprise-level outcomes
Seniority
Senior, hands-on IC with management responsibilities