St. Louis, MO Hybrid Employment

Focus Financial Partners is hiring a Senior Strategic Initiatives Specialist

Responsibilities

  • Lead individual components of the AI Strategy Program and other cross-functional efforts by defining scope, guiding decision-making, and ensuring timely delivery.
  • Develop and manage operational systems for large-scale initiatives, including project tracking tools, risk logs, governance models, and recurring meeting structures.
  • Assess incoming demands and competing priorities across the team’s portfolio to maintain focus on the most impactful activities.
  • Create detailed financial models, business justifications, and return-on-investment analyses that are accurate, actionable, and designed for practical use.
  • Conduct market and competitor analysis, then distill insights into clear summaries and strategic recommendations for leadership.
  • Maintain performance tracking systems and KPI dashboards that link strategic goals to measurable business results.
  • Develop board-level documents, executive presentations, and governance reports, ensuring both narrative clarity and data integrity.
  • Act as a liaison for the Strategic Initiatives team in cross-departmental forums, fostering alignment and accountability without direct authority.
  • Break down complex, uncertain challenges into clear problem definitions and structured options for executive review.
  • Assist in executing the organization’s enterprise AI strategy, including vendor assessments, use case intake, governance operations, and pilot oversight.
  • Help build and sustain the AI program’s foundational resources, such as knowledge repositories, intake workflows, risk frameworks, and operational rhythms.
  • Demonstrate hands-on proficiency with AI tools and contribute practical insights on how AI can create value across the organization.

Benefits

  • Base salary may differ depending on experience, skills, expertise, and work location.
  • Base pay is one part of a broader compensation structure.
  • Additional rewards include an annual cash bonus and a full benefits package covering medical, dental, vision, life insurance, and 401(k) options.

Compensation

Base pay varies based on experience, expertise, location, and skill set. Total compensation includes more than base salary.

Work Arrangement

Not specified

Team

Not specified

Other

  • This role is classified as an exempt position.
  • The job title may be adjusted based on the candidate’s qualifications, experience, and education.

Not specified

About company
Focus Financial Partners
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. It helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions.
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Job Details
Department Strategic Initiatives
Category other
Posted 13 days ago