Director, Strategy & Program Office, Long/Short SMA

Opportunity

Organization

Strategy responsibilities

• Frame the business’s growth ambition and monetization strategy and develop perspectives on competitive positioning and the product landscape.
• Size opportunities and trade-offs, set priorities and sequencing, and translate cross-functional input into options, recommendations, and executive-ready materials.
• Inform decisions at Steering Committee, senior governance forums, and Board level through analysis and clear narratives.

Program leadership

• Orchestrate cross-functional workstreams, hold owners accountable to plans and milestones, own the integrated program plan, and surface risks and decisions.
• Run program governance, chair the working group, curate Steering Committee materials, and manage escalations to senior governance forums.
• Partner across Treasury, Operations, Technology, Risk, Compliance, and Advisor Services to drive alignment and shared outcomes.
• Build and manage a small program team, develop talent, and represent the program credibly before senior audiences.

Required experience

• Proven strategy capabilities, ideally from management consulting, corporate strategy, or strategic functions in complex financial-services organizations.
• Strong analytical ability, structured problem-solving, and ability to turn ambiguity into a clear point of view.
• Experience owning end-to-end strategic analysis, facilitation, and materials for senior executive and board-level decisions.
• Experience in competitive analysis, opportunity sizing, monetization strategy, and business-case development.
• Strong influencing skills and executive presence, with a record of driving alignment in a highly matrixed organization.
• 10+ years of leadership experience within a broker-dealer or financial services organization.

Compensation

• The listed annual pay range is USD $121,400 to $269,900.
• The application deadline is October 17, 2026.