Position Details

Type Full-Time

Experience senior

Exp. Years 6-10 years

Education Bachelor's degree in a business-related field

Category Sales & Business Development

About this role

Firm Planning Specialist drives firmwide strategic initiatives, facilitates senior-level decision making, and develops business cases and execution plans. The role blends Agile and traditional project approaches to optimize governance and outcomes.

Key Responsibilities

Provide strategic insight and thought leadership
Facilitate decision making among senior leaders
Support development of business cases and execution plans
Partner with cross functional teams
Apply systems thinking for cross-workstream integration

Technical Overview

Notable focus on Agile/Waterfall project methodologies, governance, and stakeholder management; digital product execution

Ideal Candidate

The ideal candidate is a senior strategic planning professional with 6-10 years’ experience in business case development and the ability to influence senior leaders. PMP and agile/waterfall expertise are preferred, with strong governance and cross-functional collaboration skills.

Must-Have Skills

Bachelor's degree in a business-related field6-10 years' experience in a strategic planningbusiness case development roleExperience working with senior leaders in their decision-making process

Nice-to-Have Skills

Project Management Professional (PMP) certificationSeries 7 (preferred)

Tools & Platforms

PowerPointExcelSalesforce

Required Skills

Bachelor's degree in a business-related field; 6-10 years' experience in strategic planning / business case development; senior leaders engagement; Agile and waterfall project methodologies; PMP preferred; governance

Hard Skills

AgileWaterfallProject Management Professional (PMP) certification (preferred)Execution Excellence Best PracticesSystems thinkingDigital productsgovernance

Soft Skills

Relationship buildingFacilitationCommunicationInfluencing senior leadersProblem solving

Certifications

Required

PMP (preferred)

Preferred

Project Management Professional (PMP)

Industry & Role

Industry Banking

Job Function Lead strategic planning initiatives and governance across the firm

Role Subtype Strategic planning specialist

Tech Domains Microsoft 365

Keywords for Your Resume

Bachelor's degree in a business-related field6-10 years' experience in strategic planningbusiness case developmentsenior leadersdecision-making processPMPAgileWaterfallExecution Excellence Best Practicesdigital productsgovernancestakeholder managementcross-functional collaborationPhoenix/Tempe or St. Louis office locationfirm planningstrategystrategic planningwaterfallexecutive communication

Deal Breakers

No 6-10 years strategic planning experience, No bachelor's degree in a business-related field, No PMP (preferred) or Series 7 preferred

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