SPECIALIST, PLANNING AND STRATEGY IMPLEMENTATION, ADVISORY SERVICES
Core
Central lead for cross-Advisory planning, executive coordination, governance, and performance, translating enterprise priorities into integrated plans and tracking commitments.
Role type
Senior IC strategy and governance specialist
Builds
Integrated strategic plans, governance routines, executive decision materials, and performance scorecards for Advisory Services
Domain
Financial services / Corporate Strategy
Deliverable
dashboards & analysis
Required skills
Strategic planning, enterprise alignment, stakeholder coordination, performance management, financial planning, change management, executive reporting, risk identification, data synthesis
Preferred skills
Cross-functional program leadership, transformation governance, facilitation of leadership meetings
Technologies
PowerPoint, Excel, Microsoft 365
Responsibilities
Act as senior liaison between SVP, Advisory leaders, COO, Finance, and Corporate Strategy; Lead annual business unit planning and portfolio progress; Oversee cross-functional initiatives like Client Experience and AS strategy; Partner with Business Performance team to deliver scorecards and financial plans; Own performance administration and produce executive reports
Seniority
Senior, hands-on IC