Business Strategy and Planning Director

Role Overview

• Provide support and guidance to executive management to identify, develop and communicate specific business strategies across functional areas
• Lead strategic analyses of business needs and environmental trends in support of business strategy development and planning processes
• Conduct business strategy reviews to assess progress and drive awareness of strategy achievement
• 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
• Develop 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
• Partner with senior-level leaders across functions and channels to develop near
• and long-term visions and roadmaps
• Maintain responsibility for integration of change management plans, project documentation and strategies for large, complex business specific initiatives
• Identify strengths and weaknesses to evaluate operational effectiveness by establishing best practices and management routines to address gaps
• Guide team members as they perform research and analysis
• Support executive leadership by leading the design, coordination, and governance of the annual strategic planning and operational planning processes
• Lead and motivate cross-functional team members in strategy and operational plan development and implementation
• Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures

Requirements

• Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree
• 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.

Benefits

• comprehensive medical, dental and vision plans
• 401(k)
• pension
• life insurance
• parental benefits
• adoption assistance
• paid time off program with paid holidays plus 16 paid volunteer hours
• various wellness programs
• career path planning and continuing education