Corporate Strategic Planning, Vice President

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan.

SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.

In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network.

The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.

The anticipated salary range for this role is between $ and $. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award.

In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.

** General Team Description*
* Corporate Strategic Planning sits within Finance and supports enterprise-level strategy and corporate development efforts, including selective strategic transactions and other complex, non-routine initiatives. The team partners closely with Finance, Treasury, Legal, Risk, Tax, Operations, Technology, and business stakeholders, and works with external advisors as needed.

** Role Overview*
* The Vice President, Corporate Strategic Planning is a generalist execution and initiative leadership role responsible for independently advancing strategic development initiatives, transactions, and special situations that shape the firm's structure, footprint, and long-term positioning.

The Vice President serves as the day-to-day leader for defined initiatives and transaction work streams, partnering across Finance, Treasury, Legal, Risk, Tax, Operations, Technology, and business stakeholders to drive analysis, coordination, decision-making, and execution.

The role requires a professional who can operate independently in ambiguous environments, structure complex problems, develop actionable recommendations, and proactively identify and resolve execution risks. The Vice President is expected to bring ideas, challenge assumptions constructively, and escalate issues with recommended solutions rather than simply surfacing problems.

** Reporting Line*
* Reports to Director or Executive Director, Corporate Strategic Planning.

** Key Responsibiliities*
* ** Corporate Strategic Planning & Opportunity Assessment*
* + Independently evaluate strategic opportunities, transactions, partnerships, investments, restructurings, and other special situations.

+ Develop recommendations regarding strategic fit, execution feasibility, risks, and potential value creation.

+ Assess market trends, competitive dynamics, regulatory developments, and peer activity to identify opportunities and strategic implications.

+ Proactively identify emerging themes and strategic considerations relevant to the firm's growth and return objectives.

** Transaction & Initiative Leadership*
* + Lead defined transactions and strategic initiatives from evaluation through execution.

+ Own day-to-day transaction management, diligence coordination, issue resolution, and stakeholder alignment.

+ Develop investment theses, financial analyses, valuation assessments, and decision frameworks.

+ Manage critical-path execution while proactively identifying risks, dependencies, and mitigation plans.

** Cross-functional Leadership*
* + Coordinate stakeholders across Finance, Treasury, Legal, Risk, Tax, Operations, Technology, and business units.

+ Facilitate discussions, drive alignment, and help resolve competing priorities across stakeholders.

+ Escalate issues appropriately while providing clear recommendations and proposed paths forward.

** Key Responsibilities (continued)*
* ** Governance & Executive Materials*
* + Develop executive-ready presentations, recommendations, and governance materials.

+ Present findings and recommendations to senior stakeholders with confidence and credibility.

+ Translate complex analyses into clear decision-oriented communications.

** External Advisor Management** :

+ Manage day-to-day interactions with investment banks,…