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Associate Director, Strategic Planning & Initiatives

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FINRA

17d ago

  • Job
    Full-time
    Senior Level
  • Consulting
    Business, Operations & Strategy
  • Woodbridge
  • Quick Apply

AI generated summary

  • You need a relevant Bachelor's degree, 6+ years in strategic planning, financial analysis, OKRs experience, strong analytical skills, and excellent communication. Familiarity with data visualization tools is preferred.
  • You will drive strategic planning, track goals, support OKR adoption, analyze data, draft presentations, and coordinate resources while collaborating with cross-functional teams and leadership.

Requirements

  • Bachelor's Degree or an equivalent combination of education and relevant experience required. Major in Business Administration or related fields preferred.
  • Minimum of 6 years of experience in strategic planning, management consulting, financial analysis, or related field. Financial services industry experience preferred.
  • In-depth experience with supporting, overseeing, or implementing OKRs approach or other goal setting methodology.
  • Ability to navigate ambiguity and high comfort level with working in a self-directed culture.
  • Experience leading and participating as a subject matter expert on cross-functional teams, programs, and initiatives.
  • Strong analytical, critical thinking and decision-making skills
  • Strong relationship building and collaboration acumen.
  • Strong process orientation and a solid understanding of organizational change management principles, methodologies, tools, and best practices.
  • Ability to manage multiple complex assignments simultaneously.
  • Strong quantitative and qualitative analytical skills.
  • Exceptional written and oral communication skills, including delivering presentations to senior leadership. This includes the ability to creatively and comprehensively articulate ideas and recommendations.
  • Strong influencing and negotiation skills with the ability to be a thought partner to internal clients and team members.
  • Excellent technical skills, proficient in MS Office Suite and collaboration tools
  • Working knowledge of data visualization tools (i.e. Tableau, Power BI, etc.) preferred.

Responsibilities

  • Collaborate closely with senior leaders to drive strategic planning, initiative/project management and goal setting process for Enforcement.
  • Support business unit-level strategy management, including tracking and reporting of strategic goals and OKRs, key metrics, and strategic initiatives, for department, management committee, and board level consumption.
  • Serve as a strategic partner to business stakeholders in the adoption of the OKRs approach, providing best practice guidance, training, and thought partnership support.
  • Direct or coordinate resources across multiple departments in strategic planning efforts.
  • Contribute to drafting strategic planning and management presentations, including strategic proposals, strategic plans, process overviews, and best practice guidance, etc.
  • Leverage quantitative and qualitative analysis to provide strategic insights and recommendations to business stakeholders on specific strategic initiatives or special projects.
  • Collect and analyze a variety of complex data and information.
  • Support senior leaders in business case development and review process, including drafting, coordinating feedback, and documenting approvals.
  • Serve as liaison with Finance partners on efficiency analysis and capital planning needs.
  • Keep abreast of industry developments related to various Enforcement regulatory programs.
  • Partner with cross-functional stakeholders, including Finance, Regulatory Operations, Technology, and other departments, to share best practices.
  • Coordinate and execute communications, change management, and issue management efforts as assigned.

FAQs

What is the primary responsibility of the Associate Director, Strategic Planning & Initiatives?

The primary responsibility is to drive strategic planning and strategy management for the Enforcement department, collaborating with key stakeholders to develop strategic goals and measure outcomes.

What educational background is preferred for this position?

A Bachelor's Degree in Business Administration or related fields is preferred, along with relevant experience.

What kind of experience is required for this role?

A minimum of 6 years of experience in strategic planning, management consulting, or financial analysis is required. Financial services industry experience is preferred.

Is experience with OKRs necessary for this role?

Yes, in-depth experience with supporting, overseeing, or implementing the OKRs approach or other goal-setting methodologies is required.

What are the working conditions for this position?

The work is performed in a hybrid work environment, and occasional travel may be required. Some extended hours may also be necessary.

Are there opportunities for training and professional development?

Yes, the role involves support and training in adopting the OKRs approach, providing best practice guidance, and thought partnership support.

What skills are necessary for success in this role?

Strong analytical, critical thinking, decision-making, relationship-building, collaboration, and communication skills are essential for success in this position.

What tools should candidates be proficient in?

Candidates should be proficient in the MS Office Suite and collaboration tools, with a working knowledge of data visualization tools such as Tableau or Power BI preferred.

Is there a salary range provided for this position?

Yes, the salary range varies by location and other factors, with specific minimum and maximum salaries listed for different states.

Does FINRA offer benefits beyond salary?

Yes, FINRA offers comprehensive benefits, including health, dental, and vision insurance, a 401(k) plan with company match, tuition reimbursement, and various employee wellness programs.

How many days of paid time off does FINRA provide?

FINRA provides 15 days of paid time off, 5 personal days, and 9 sick days annually, along with additional paid leave for various circumstances.

Financial Industry Regulatory Authority

Finance
Industry
1001-5000
Employees
2007
Founded Year

Mission & Purpose

FINRA is dedicated to investor protection and market integrity. Our team of highly trained professionals are passionate about protecting investors and ensuring financial markets remain fair by writing and enforcing the critical rules and regulations that govern more than 3,700 firms and 630,000 brokers across the country. Our ultimate goal is to foster robust, but fair and orderly, markets in which America’s 90 million investors can feel confident. With more than 3,500 employees nationwide, FINRA is committed to a diverse, high-performance workplace. We recognize that it’s the hard work, passion and dedication of our team that makes FINRA the strong, successful organization it is. That’s why we offer a competitive compensation, benefits and services package. And at FINRA, we offer more than just a job; we provide employees with the learning and educational tools needed to enhance their knowledge, talents and abilities—whether it’s an online course to enhance productivity or a seminar to maximize leadership skills. At FINRA, we believe your work can be your passion.