Director, Business Strategy & Strategic Initiatives

Job Summary:

Ensuring decisions are well-informed, priorities stay on track, and execution moves forward smoothly across the organization.  Focusing on the infrastructure of execution—gathering and synthesizing information, preparing leadership for decisions, facilitating alignment, and ensuring initiatives stay on time and on target.

Essential Duties And Responsibilities:

The Director, Business Strategy & Strategic Initiatives will ensure leadership is consistently prepared, informed, and focused on the most critical priorities. This role will focus on:

• Strategic Partnership & Leadership Support 
• Strategic Planning & Execution
• Project & Strategic Initiatives  
• Organizational Effectiveness
• Organize and synthesize data for decision making – ensuring leadership receives organized data insights ahead of decision making
• Prepare and coordinate leadership meetings, presentations, and follow-ups to ensure effective execution of business priorities
• Ensures agendas are focused, discussions stay on track, and follow-ups are consistent
• Manage communications and information flow between business units, leadership and internal/external stakeholders
• Conduct market and competitive analysis to identify emerging opportunities and threats, informing future strategies
• Facilitate & support proprietary internal initiatives on behalf of business unit 
• Facilitate scenario planning, forecasting, and risk assessments to support informed decision-making
• Oversee cross-functional projects, ensuring alignment with strategic goals, timely delivery, and measurable outcomes
• Drive accountability and performance management for key initiatives, coordinating efforts between business units, marketing, and other stakeholders
• Improve internal processes and workflows to enhance efficiency and communication within Mariner Independent
• Support talent development and people planning initiatives in partnership with HR and leadership 

Required Education And Experience:

• Bachelor’s degree required 
• 7+ years of experience in strategy, business development, management consulting, or related fields within financial services or a similarly regulated industry. 
• Proven ability to partner with senior executives and across multiple functions

Preferred Education And Experience:

• MBA or advanced degree preferred
• Experience with financial services products, markets, and regulatory landscape preferred

Skills:

• Project management skills with a track record of driving complex initiatives from concept to execution
• Analytical and strategic thinking abilities, with a future-oriented mindset
• Strong Communication and interpersonal skills
• Comfort working in a fast-paced, evolving environment with multiple competing priorities

Supervisory Responsibilities:

No

Physical Demands/Requirements:

The physical demands described here are representative of those requirements employees must meet to perform the essential functions of this job with or without reasonable accommodations. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information. The employee may move about the office complex, may travel to other office locations and may lift, push, pull or move 10 - 15 pounds. Visual requirements include distant, close and color vision, and ability to adjust focus

Work Environment:

This job operates in a professional office environment. This role routinely uses standard office equipment such as laptop computers, photocopiers and smartphones. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Travel Requirement:

Less Than 20%

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