Strategic Planner

Job Description

• Lead strategy development and transformation initiatives across multiple organizational functions and business units, with emphasis on optimizing asset portfolios and maximizing asset value creation
• Drive the execution of strategic objectives by collaborating with cross-functional teams and senior leadership to align asset management strategies with organizational goals
• Manage complex client engagements and consulting projects from conception through implementation, incorporating asset management best practices and lifecycle considerations
• Develop comprehensive strategic plans that align with organizational goals, market opportunities, and optimal asset allocation strategies
• Conduct market analysis and competitive assessments to inform strategic recommendations and identify asset management opportunities
• Facilitate stakeholder alignment and change management throughout strategic transformation initiatives, ensuring buy-in on asset management strategies
• Monitor and report on strategic performance metrics, key performance indicators (KPIs), and asset performance benchmarks
• Mentor and guide team members on strategic planning methodologies, asset management best practices, and portfolio optimization techniques
• Identify and mitigate risks associated with strategic initiatives, organizational change, and asset portfolio exposure
• Present strategic recommendations and findings to executive leadership and board-level stakeholders, highlighting asset management implications and value drivers
• Develop and maintain strategic roadmaps that outline key milestones, timelines, resource requirements, and asset deployment schedules
• Allocate budgets and resources effectively to support strategic initiatives, optimize asset utilization, and ensure superior risk-adjusted returns on investment
• Conduct scenario planning and develop contingency strategies to address potential market disruptions, asset performance volatility, and organizational challenges
• Gather and analyze competitive intelligence to identify emerging market trends, asset management innovations, and opportunities for organizational differentiation

Qualifications

• Bachelor's degree in Business, Finance, Economics, or related field
• Minimum 7 years of professional experience in strategic planning, business strategy, or management consulting
• Demonstrated expertise in asset management, portfolio optimization, or related financial planning disciplines
• Proven track record of leading cross-functional teams and managing complex organizational initiatives
• Strong analytical and quantitative skills with proficiency in financial modeling and data analysis
• Excellent written and verbal communication skills with ability to present to executive and board-level audiences

Preferred Qualifications:

• Master's degree (MBA, MPA, or equivalent) in Business Administration, Finance, or Strategic Management
• Professional certifications such as CPA, CFA, or Project Management Professional (PMP)
• Experience in asset lifecycle management or portfolio management within corporate or institutional settings
• Demonstrated success in change management and organizational transformation initiatives
• Knowledge of market analysis tools, competitive intelligence platforms, and strategic planning software
• Experience developing and implementing strategic roadmaps and performance management frameworks