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Vice President, Business Strategy & Planning

Sausalito, CA, United States

Vice President, Business Strategy & Planning

About the Company

Successful asset management & financial services firm

Industry

Financial Services

Type

Public Company

Founded

1988

Employees

10,001+

Categories

Asset Management

Banking

Consulting

Crowdfunding

Finance

Financial Services

FinTech

Internet

Risk Management

Investment Management

Consulting & Professional Services

Manhattan

New York City

Investing

Savings & Investing

Alternative Investments and Assets

Risk Analysis

Financial Advisers

Insurance Funds

Worker's Compensation

Funds

Business Classifications

B2B

Enterprise

SAAS

About the Role

The Company is seeking a VP for Business Strategy and Planning within its SMA Solutions division. The successful candidate will be a key player in driving the strategic plan for the business, developing essential narratives and analytics to support the strategy, and ensuring the overall health of the business through robust planning and management processes. This role involves leading the annual planning process, including the development of strategic objectives and financial targets, and partnering with FP&A on budget and forecast processes. The VP will also be responsible for tracking strategic priorities, monitoring progress, and effectively communicating across the organization.Applicants must have a BA/BS degree, at least 7 years of experience in financial services or a similar role, and possess advanced skills in Excel and PowerPoint. The role requires a candidate with strong analytical, writing, organizational, and problem-solving skills, as well as the ability to produce management-level presentations and robust Excel models. Effective project management capabilities, the ability to work across all levels of seniority, and a highly collaborative and flexible approach are essential. The ideal candidate will be a self-starter with keen attention to detail, comfortable with ambiguity, and have a proven track record of working both independently and as part of a team in a fast-paced environment.

Hiring Manager Title

Senior Managing Director, Chief Operating Officer

Travel Percent

Less than 10%

Functions

Strategy

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