Senior Business Execution Strategist
Full Job Posting
Responsibilities
- Lead complex business initiatives with limited guidance by defining objectives, assessing business value, sizing financial and operational impact, evaluating risks, and recommending practical courses of action for senior leadership consideration.
- Develop & maintain a strong understanding of market dynamics, competitive trends, client needs, technology shifts and industry developments especially in the fast-moving AI space
- Lead cross-functional workstreams and selected initiatives from concept through pilot, launch readiness, and performance monitoring, establishing milestones, KPIs, decision points, and risk mitigation plans.
- Partner with senior leaders and cross-functional stakeholders to align teams, influence decisions, and prepare leadership-ready materials for internal and external engagements.
Requirements
- Bachelor’s degree required; advanced degree or relevant professional certification preferred.
- 8+ years of relevant experience across management consulting, corporate strategy, product strategy, financial services, banking/fintech, technology strategy, or business execution; experience in investment solutions or wealth management strongly preferred.
- Proven ability to lead complex workstreams or initiatives, including strategic framing, analysis, stakeholder alignment, leadership communication, implementation planning, and outcome tracking.
- Executive quality PowerPoint skills: story lining, visual synthesis, and tailoring messages for SLT/Board.
- Excel/Sheets proficiency: Strong analytical toolkit (market/competitive analysis, basic financial modeling, scenario/sensitivity analysis)
- Influence without authority: knows when to lead from the front vs. support the leader; escalates thoughtfully; does not step on toes.
- Experience evaluating AI/ML solutions in regulated financial services environments (preferred)
- Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $100,000- $143,900. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
- Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
About Edelman Financial Engines, LLC
Private U.S. wealth planning and workplace investment advisory firm serving individuals, families, employers, and retirement-plan participants.
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