Director – Strategic Initiatives

Director – Strategic Initiatives

Requirements

• Bachelor’s degree required.
• MBA or equivalent graduate degree preferred.
• 10-12+ years of relevant experience, including time in management consulting, business transformation, or enterprise program management within the asset management or financial services industry.
• Proven success leading large, complex business programs with cross-functional scope—especially in front-office, product, investment, or distribution settings.
• Familiarity with ETFs, mutual funds, or other investment vehicles strongly preferred.
• Experience working directly with executive leadership and influencing senior stakeholders across departments.

Responsibilities

• Drive end-to-end execution of non-technology business initiatives, such as go-to-market strategy rollouts, organizational design changes, front-office process improvements, and distribution optimization efforts.
• Act as a trusted advisor to senior leadership, guiding cross-functional teams through the design and delivery of mission-critical programs.
• Collaborate with initiative sponsors to clarify ambiguous challenges, define objectives, and create actionable execution plans from inception to completion.
• Provide structure and alignment in fast-moving environments, managing scope, timeline, and risk while ensuring forward momentum.
• Communicate clearly across levels of the organization, including steering committee updates and risk mitigation strategies to keep programs on track.
• Use agile principles and pragmatic project management tools to tailor approaches based on initiative size, complexity, and pace.
• Proactively address roadblocks by building consensus, aligning stakeholders, and fostering a culture of urgency and action.
• Leverage frameworks and tools to support execution- such as strategy development, process redesign, operating model creation, vendor evaluations, and go-to-market planning.
• Promote shared accountability while owning delivery timelines, executive expectations, and program success.
• Encourage transparency, collaboration, and high standards in execution across teams and initiatives.

Preferred Qualifications

• Expertise in change management, program/project management, stakeholder alignment, including the ability to manage complex business processes through influence when all the resources necessary for a successful outcome are not directly under the individual’s control.
• Executive-level communication: able to synthesize issues and present clearly to C-suite stakeholders.
• Strong strategic and analytical thinker with a high level of business judgment.
• Self-starter with exceptional ownership and follow-through; thrives in ambiguity and fast-paced environments.
• Skilled in management consulting-style problem solving and structured execution frameworks.
• Balanced orientation to detail and big-picture thinking.