Business Strategy and Planning Director – Chief of Staff

Responsibilities

• Drives the development and coordination of components within the overarching strategy for the Function.
• Works with executive management to establish strategic and operational framework that establishes enables short and long-term business goals and key results.
• Develops specific processes to manage the business strategic and operational planning process.
• Drives the alignment of business process and frameworks to enterprise strategy, process and framework.
• Partners with senior‑level leaders across functions and channels to develop near‑ and long‑term visions and roadmaps and works with business leaders to manage transition from strategy to execution.
• Maintains responsibility of integration of change management plans, project documentation and strategies for large, complex business specific initiatives that often impact the organization and/or enterprise.
• Identifies strengths and weaknesses to evaluate operational effectiveness by establishing best practices and management routines to address gaps.
• Guides team members as they perform research and analysis.
• Supports executive leadership by leading the design, coordination, and governance of the annual strategic planning and operational planning processes.
• Leads and motivates cross‑functional team members in strategy and operational plan development and implementation.
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

• Bachelor's degree; OR 4 years of relevant education and/or experience.
• 8 years of directly related business planning consultation experience to include developing business strategy for short‑term and/or long‑term goals.
• Experience influencing and managing communication to senior executives, internal colleagues through concise, official and regular updates on status, progress, strategies and roadmaps.
• Extensive experience in Project Management.
• Strong business acumen in financial services or related industry, and a proven ability to balance strategic thinking with practical implementation skills.
• Experience working with clients/customers to realize business issues and develop a strategy for the business's direction from the gathered insights.

Demonstrates expertise in strategic and operational planning, with a strong focus on aligning business processes to enterprise strategy. Proven ability to lead cross‑functional teams and manage complex change initiatives while ensuring effective risk management and compliance.