Director, Business Strategy; Enterprise Data & Analytics

Director Of Business Strategy

We're looking for a Director of Business Strategy to join our Enterprise Data & Analytics (EDA) team. In this role, you'll provide strategic leadership for the Chief Data & Analytics Office by shaping, advancing, and enabling execution of the enterprise data, analytics, and AI strategy and operating model within EDA. You'll operate in alignment and close collaboration with the enterprise technology community strategy, ensuring priorities are connected and consistently delivered.

This is a high impact role that partners closely with senior leaders across data & analytics, enterprise technology, and business strategy functions to translate enterprise and technology community direction into clear, actionable priorities and measurable outcomes.

Enterprise EDA Strategy Shaping & Alignment:
Shapes and evolves the enterprise Data, Analytics, and AI strategy to ensure alignment with enterprise priorities and changing business needs. Partners with senior leaders to interpret and refine strategic direction, translating enterprise and technology community priorities into clear, actionable focus areas.

Operating Model Design & Maturity:
Leads the design, evolution, and ongoing maturity of the Data & Analytics Operating Model, ensuring it supports scale, clarity, and organizational effectiveness. Aligns operating model priorities with enterprise and technology community direction while driving continuous improvement. Monitors adoption and effectiveness, finding opportunities to enhance consistency and performance without requiring large-scale redesigns.

Strategic Planning & Leadership Cadence:
Establishes and manages the strategic planning cadence for EDA, including prioritization, planning cycles, and executive-level reporting. Ensures alignment between enterprise priorities and EDA initiatives by connecting leadership direction to ongoing work. Provides front-office leadership and coordination, managing executive requests, emerging priorities, and ensuring follow-through across initiatives.

Executive Narrative & Strategic Communications:
Partners with senior leaders to develop clear, compelling executive narratives that translate complex strategy into actionable insights and decisions. Supports materials and communications for senior leadership forums, including senior leadership team, executive management group, and Board discussions, ensuring alignment in how strategy, progress, and priorities are communicated across the enterprise. Reinforces a consistent strategic story that connects enterprise, technology community, and EDA priorities.

Cross-Functional Alignment & Influence:
Acts as a key connector across Data & Analytics, business strategy, enterprise technology, corporate strategy, and shared services functions to align priorities, dependencies, and execution. Partners with senior stakeholders to ensure EDA initiatives are integrated with enterprise strategy and the broader technology community approach. Builds alignment and drives outcomes in a highly matrixed environment through influence rather than direct authority.

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years.

Bachelor's degree in business, technology, engineering, or a related field

10+ years of experience in strategy, operating model leadership, enterprise transformation, or related fields

Demonstrated ability to operate effectively with executive and board-level stakeholders, influencing decisions and driving alignment across senior leadership

Strong strategic thinking and synthesis skills, with the ability to translate complex concepts into clear, actionable insights and executive-ready communications

Deep understanding of operating model design, organizational effectiveness, and governance principles, particularly within data & analytics or technology environments

Experience leading through influence in a highly matrixed environment, building alignment across functions without direct authority

Advanced degree (MBA or equivalent) preferred

Experience in financial services and technology-enabled transformation

Experience in driving and tracking strategic priorities through OKRs, metrics, or similar performance management frameworks

Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Salary Range…