AVP, Strategic Planning

23274 Richmond, Virginia SitusAMC

Posted 6 days ago

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Job Description

SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve.
At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team!
This role is responsible for various financial focused activities within our Servicing and Asset Management business. General responsibilities may include assisting with forecasting, metrics/KPIs, profitability, cost of service, pricing, budgeting, review of financial data, and accounting activities such as client billing and accounts receivable.
Essential Job Functions:
+ Oversee billing accuracy and review analysis to ensure revenue is billed in accordance with contractual terms
+ Serve as first point of contact for complex client inquiries, ensuring timely resolution and maintaining high standards of client service.
+ Manage month-end close process, including account reconciliation, journal entries, and month-end financial reporting
+ Assist with key performance indicators (KPIs) to support data-driven decision-making across the organization.
+ Drive the design, implementation, and reporting of KPIs to support data-driven decision-making across the organization
+ Develop and deliver various ad-hoc client deliverables and customized financial deliverables that support business development and retention.
+ Provide strategic analysis and pricing insights and financial modeling to support new service offerings and client negotiations.
+ Collaborate with accounting to research and resolve material discrepancies in financials based on operating knowledge of business and financial expertise.
+ Perform ad-hoc requests and projects to support operational and strategic business decisions as needed
+ Collaborate on departmental initiatives including but not limited to process documentation and system implementations
+ Exercise sound judgment and discretion in matters of significance, influencing policy and operational decisions.
+ Perform other strategic duties as assigned by senior leadership Prepare invoices, review contracts, and apply appropriate rates
Qualifications/ Requirements:
+ Bachelor's degree in Accounting/Finance preferred or equivalent combination of education and experience
+ Experienced professional with 5+ years of industry and/or relevant experience, typically at a Senior Analyst or Analyst level role or external equivalent.
+ 5 years of accounting work experience strongly preferred
+ Strong written and verbal communication skills
+ Detail-oriented, with strong interpersonal and organizational skills
+ Analytically minded and results-driven
+ Experience with ERP and CRM systems
+ Strong computer skills, including advanced knowledge of Microsoft Office
#LI-MS1 #LI-REMOTE
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
The annual full time base salary range for this role is
$65,000.00 - $110,000.00
Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision ( is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
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Director of Strategic Planning

23219 Richmond, Virginia $160000 Annually WhatJobs

Posted 8 days ago

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Job Description

full-time
Our client, a prominent organization in Richmond, Virginia, US , is seeking a visionary Director of Strategic Planning to lead the development and execution of long-term organizational strategies. This senior leadership role requires a highly analytical and forward-thinking individual with a proven ability to translate complex market dynamics and internal capabilities into actionable strategic plans. You will be responsible for conducting in-depth market research, competitive analysis, and internal assessments to identify growth opportunities, potential threats, and areas for strategic alignment. The Director of Strategic Planning will lead cross-functional teams in the formulation of strategic initiatives, setting clear objectives, defining key performance indicators (KPIs), and establishing frameworks for monitoring progress and success. This includes facilitating strategic planning sessions, developing business cases for new ventures, and ensuring alignment with the company's mission, vision, and values. Exceptional communication, stakeholder management, and presentation skills are essential for effectively articulating strategic direction to executive leadership, board members, and various departments. You will play a crucial role in driving organizational change, fostering innovation, and ensuring the company remains agile and competitive in a constantly evolving business landscape. This role demands a deep understanding of business strategy, financial modeling, and strategic planning frameworks. The ability to influence decision-making at the highest levels and champion strategic initiatives throughout the organization is paramount. This is an on-site position, fostering close collaboration with senior leadership and teams within our Richmond, Virginia office.

Key Responsibilities:
  • Develop and lead the execution of the organization's long-term strategic plan.
  • Conduct comprehensive market research, competitive analysis, and industry trend forecasting.
  • Identify new business opportunities, strategic partnerships, and areas for expansion.
  • Facilitate strategic planning workshops and cross-functional team collaborations.
  • Define strategic objectives, KPIs, and metrics for measuring success.
  • Develop compelling business cases and financial models to support strategic initiatives.
  • Monitor the competitive landscape and adapt strategies as needed.
  • Communicate strategic direction and progress to executive leadership and stakeholders.
  • Drive organizational alignment and foster a culture of strategic thinking.
Required Qualifications:
  • MBA or Master's degree in Business Administration, Finance, or a related field.
  • Minimum of 10 years of progressive experience in strategic planning, corporate strategy, or business development.
  • Proven track record of developing and implementing successful long-term strategic plans.
  • Strong analytical, quantitative, and financial modeling skills.
  • Expertise in market analysis, competitive intelligence, and strategic frameworks.
  • Exceptional leadership, communication, and presentation skills.
  • Experience in stakeholder management and influencing executive decision-making.
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Director of Strategic Planning

23218 Richmond, Virginia $150000 Annually WhatJobs

Posted 14 days ago

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full-time
Our client is seeking a highly accomplished and visionary Director of Strategic Planning to lead the development and execution of their long-term organizational strategy. This key leadership position will be based out of our offices in **Richmond, Virginia, US**. The Director will be responsible for driving strategic initiatives, conducting market analysis, identifying growth opportunities, and ensuring alignment across all business units. You will work closely with executive leadership, department heads, and cross-functional teams to translate vision into actionable plans. This role requires a strategic thinker with exceptional analytical, problem-solving, and communication skills, combined with a proven ability to influence and lead change.

Key Responsibilities:
  • Develop and refine the company's overall strategic plan, including market assessments, competitive analysis, and scenario planning.
  • Lead the annual strategic planning process, setting clear objectives, key results, and timelines.
  • Identify and evaluate new business opportunities, partnerships, and potential mergers or acquisitions.
  • Drive the implementation of strategic initiatives, ensuring cross-functional alignment and resource allocation.
  • Monitor industry trends, market dynamics, and competitive landscape to identify potential threats and opportunities.
  • Develop and track key performance indicators (KPIs) to measure the progress and success of strategic initiatives.
  • Facilitate strategic planning workshops and presentations for executive leadership and the board of directors.
  • Provide guidance and support to business units in developing their unit-level strategies and action plans.
  • Conduct financial modeling and analysis to support strategic decision-making.
  • Foster a culture of strategic thinking and innovation throughout the organization.
  • Communicate the company's strategic vision and direction effectively to all stakeholders.
Qualifications:
  • Master's degree in Business Administration (MBA), Strategy, Finance, or a related field. A Bachelor's degree with extensive relevant experience will also be considered.
  • Minimum of 8-10 years of progressive experience in strategic planning, corporate strategy, business development, or management consulting, preferably within a dynamic industry.
  • Proven track record of developing and successfully executing strategic plans that have driven significant business growth and value.
  • Strong analytical, quantitative, and problem-solving skills with the ability to translate complex data into actionable insights.
  • Excellent leadership, communication, and presentation skills, with the ability to influence at all levels of the organization.
  • Proficiency in financial modeling, market research methodologies, and strategic planning frameworks.
  • Experience working with executive leadership and boards of directors.
  • Ability to manage complex projects and cross-functional teams.
  • Familiarity with various business models and market entry strategies.
  • Must be comfortable working in a **Richmond, Virginia, US** based office environment with occasional travel.
This is a transformative opportunity for a seasoned strategist to shape the future trajectory of our organization.
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Director of Strategic Planning & Operations

23218 Richmond, Virginia $170000 Annually WhatJobs

Posted 6 days ago

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full-time
Our client is seeking a visionary and results-oriented Director of Strategic Planning & Operations to guide its future growth and operational efficiency. This senior management role, located in our **Richmond, Virginia, US** office, will be responsible for developing and implementing the company's strategic initiatives, overseeing key operational functions, and driving continuous improvement across the organization. You will work closely with executive leadership to define long-term objectives, translate them into actionable plans, and ensure their effective execution. Responsibilities include conducting market research and competitive analysis, identifying new business opportunities, developing strategic partnerships, and managing the operational aspects of new ventures. You will also oversee budgeting, resource allocation, and performance management for various departments.

The ideal candidate will possess exceptional strategic thinking, analytical, and problem-solving skills. You should have a proven ability to lead cross-functional teams, manage complex projects, and drive significant organizational change. Strong financial acumen and experience in operational management are essential. This role requires excellent communication, presentation, and interpersonal skills to effectively engage with stakeholders at all levels, from the board of directors to operational teams. The position involves a hybrid work arrangement, allowing for flexibility while ensuring critical in-person collaboration and leadership presence at our Richmond office.

Qualifications include an MBA or a Master's degree in a relevant field such as Business Administration, Strategy, or Operations Management. A Bachelor's degree in a related discipline is required. A minimum of 10-15 years of progressive experience in strategic planning, management consulting, or operational leadership roles is necessary. Demonstrated success in developing and implementing corporate strategies that have led to measurable business growth and improved operational performance is crucial. Experience in data analysis, financial modeling, and process improvement methodologies (e.g., Lean, Six Sigma) is highly desirable. You must be adept at managing multiple priorities, working under pressure, and leading teams through complex challenges. The ability to inspire confidence and drive consensus among diverse groups is paramount. This is an exciting opportunity to shape the strategic direction and operational success of a growing organization.
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Remote Director of Strategic Planning

23218 Richmond, Virginia $130000 Annually WhatJobs

Posted 10 days ago

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full-time
Our client is a rapidly growing organization seeking a highly experienced and visionary Director of Strategic Planning to lead the development and execution of their long-term business strategies. This is a fully remote position, empowering you to drive strategic initiatives from anywhere in the US. You will be instrumental in identifying market opportunities, assessing competitive landscapes, and formulating actionable plans that align with the company's mission and growth objectives. This role requires exceptional analytical skills, a deep understanding of business operations, and the ability to influence stakeholders at all levels. You will work closely with senior leadership, department heads, and cross-functional teams to translate strategic vision into tangible outcomes. The ideal candidate is a strategic thinker with a proven track record in developing and implementing successful corporate strategies.

Responsibilities:
  • Lead the development and refinement of the organization's overall strategic plan.
  • Conduct market research, competitive analysis, and industry trend assessments to identify growth opportunities and potential risks.
  • Facilitate strategic planning sessions with executive leadership and key stakeholders.
  • Translate strategic objectives into measurable goals and actionable initiatives.
  • Develop business cases and financial models to support strategic recommendations.
  • Monitor the execution of strategic initiatives and track progress against key performance indicators (KPIs).
  • Identify potential challenges and develop mitigation strategies.
  • Collaborate with department leaders to ensure alignment and integration of strategies across the organization.
  • Prepare and present strategic plans and progress reports to the executive team and board of directors.
  • Foster a culture of strategic thinking and continuous improvement throughout the organization.
Qualifications:
  • Master's degree in Business Administration (MBA), Strategic Management, or a related field.
  • 10+ years of experience in strategic planning, corporate development, management consulting, or a similar role.
  • Proven experience in developing and executing successful long-term business strategies for complex organizations.
  • Strong analytical, quantitative, and problem-solving skills.
  • Excellent understanding of business operations, financial analysis, and market dynamics.
  • Exceptional communication, presentation, and interpersonal skills, with the ability to influence senior leaders.
  • Demonstrated ability to lead cross-functional teams and manage complex projects.
  • Proficiency in strategic planning frameworks and tools.
  • Experience in (mention a relevant industry, e.g., technology, finance, healthcare) is highly desirable.
  • Ability to work independently and effectively in a remote leadership capacity.
This is a pivotal role for an experienced strategic leader to shape the future direction of our client remotely. If you possess a visionary mindset and a passion for driving organizational growth through strategic excellence, we encourage you to apply.
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Summer 2026 Strategic Planning Undergraduate Intern

23274 Richmond, Virginia Highmark Health

Posted 2 days ago

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**Company :**
Highmark Inc.
**Job Description :**
**SUMMARY OF JOB RESPONSIBILITIES**
This job has the goal of providing the opportunity to acquire practical experience through direct exposure to the related business line(s) and to develop the next generation of diverse business professionals. To that end, the program will provide hands-on training and experience in the business line, expose the various career opportunities in the business line and related areas, and prepare participants for positions in the business.
Typical responsibilities include, providing services to the day-to-day operating objectives of the assigned area, participating in projects and programs appropriate to the needs of the assigned area, participating in the planning and implementation of projects and initiatives, conducting research and reporting including recommendations or proposals for action.
**REQUIRED QUALIFICATIONS**
+ Full or part-time enrollment in an accredited college or university baccalaureate program in healthcare, business administration, finance, and/or economics.
**ESSENTIAL JOB FUNCTIONS**
1. Communicate effectively while interacting directly with colleagues, clientele, and/or other internal or external constituencies in the planning of assignments and the resolution of day-to-day operational problems.
2. Under supervision, provide entry-level professional services as appropriate to the day-to-day operating objectives of the area. Receives guidance, training, and mentoring from senior personnel in planning and carrying out activities and assignments.
3. Undertake and/or participates in projects and programs designed to develop professional skills and expertise appropriate to the needs of the organization.
4. Participate in the planning and implementation of unit projects and initiatives within area of expertise and ability.
5. As specifically requested by management, conduct research and reporting inclusive of recommendations or alternative proposals for action.
6. Undertake related studies or enrichment programs as appropriate to the specific objectives of the operating unit.
7. Perform miscellaneous job-related duties as assigned.
**_Disclaimer:_** _The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job._
**_Compliance Requirement:_** _This position adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies_
As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company's Handbook of Privacy Policies and Practices and Information Security Policy. Furthermore, it is every employee's responsibility to comply with the company's Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements.
**Pay Range Minimum:**
**Pay Range Maximum:**
_Base pay is determined by a variety of factors including a candidate's qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations. The displayed salary range does not reflect any geographic differential Highmark may apply for certain locations based upon comparative markets._
Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on any category protected by applicable federal, state, or local law.
We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the email below.
For accommodation requests, please contact HR Services Online at
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Req ID: J
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Director of Strategic Planning & Business Development

23218 Richmond, Virginia $160000 Annually WhatJobs

Posted 20 days ago

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full-time
Our client, a highly respected and innovative management firm, is seeking a visionary Director of Strategic Planning & Business Development to join their fully remote leadership team. This pivotal role is responsible for shaping the long-term strategic direction of the organization, identifying new market opportunities, and driving sustainable growth through strategic partnerships and initiatives. You will lead the development and execution of comprehensive strategic plans, conduct market research and competitive analysis, and identify emerging trends that could impact the business. The ideal candidate possesses a strong blend of strategic thinking, financial acumen, and exceptional business development capabilities. You will collaborate closely with executive leadership and various department heads to translate strategic objectives into actionable plans and ensure alignment across the organization. Key responsibilities include evaluating potential mergers, acquisitions, and strategic alliances, as well as developing business cases for new ventures. This is a remote-first position, offering the flexibility to work from anywhere in the US while engaging with a global client base and contributing to high-impact strategic decisions. A Master's degree in Business Administration (MBA) or a related field is required, coupled with a minimum of 10 years of progressive experience in strategic planning, corporate development, or management consulting, with a significant portion in a leadership capacity. Exceptional analytical, negotiation, and communication skills are essential. If you are a results-oriented strategist with a passion for driving business transformation and possess a proven ability to identify and capitalize on market opportunities, this is an unparalleled opportunity to make a significant impact.

Responsibilities:
  • Develop and refine the company's long-term strategic vision and objectives.
  • Lead market research, competitive analysis, and industry trend identification.
  • Identify and evaluate new business opportunities, strategic partnerships, and potential acquisitions.
  • Develop compelling business cases and financial models for strategic initiatives.
  • Collaborate with executive leadership to translate strategy into actionable plans.
  • Drive the execution of strategic initiatives across various business units.
  • Manage and nurture key strategic relationships with external stakeholders.
  • Monitor and report on the progress of strategic goals and key performance indicators.
  • Foster a culture of innovation and continuous improvement within the organization.
  • Stay abreast of global economic and market dynamics impacting the business.

Qualifications:
  • Master's degree in Business Administration (MBA) or a related field.
  • 10+ years of progressive experience in strategic planning, business development, or corporate strategy.
  • Proven track record in identifying and executing successful growth strategies.
  • Strong financial modeling and analytical skills.
  • Exceptional negotiation and deal-making abilities.
  • Excellent communication, presentation, and interpersonal skills.
  • Experience managing complex projects and cross-functional teams.
  • Demonstrated ability to lead and influence at the executive level.
  • Proficiency in market analysis tools and strategic planning frameworks.
  • Ability to thrive in a remote, fast-paced, and dynamic work environment.
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People & Places (PPL) Strategic Planning Operations Manager

23274 Richmond, Virginia Autodesk

Posted 6 days ago

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**Job Requisition ID #**
25WD91496
**Position Overview:**
The Strategic Planning Operations Manager will accelerate the work of the People and Places (PPL) organization's Portfolio, Planning, and Programs. We are seeking a highly organized big picture thinker who can swivel to detailed thinking and execution in a single conversation. This role focuses on two primary things: 1. Operational support of PPL's portfolio, planning, and program work including OKR management, monthly and quarterly business reviews, and general operational rhythms and hygiene, and 2. Enablement support of the wider PPL planning ecosystem - building reliable, repeatable processes for planning and delivery ensuring teams have clarity on goals and timelines.
This newly created role works directly with the PPL Sr. Portfolio & Planning Manager to shape how we deliver work at scale. The Strategic Planning Operations Manager will drive reliable processes and demonstrate leadership in inspiring alignment as a key part of the PPL team's ongoing evolution while directly contributing to growth at Autodesk.
To do the role effectively, the right candidate will be able to establish strong partnerships to connect strategy to execution across projects, ensuring collaboration across PPL functions delivering high quality results. They will document and role model effective decision-making and teamwork in ambiguous and high-visibility situations.
This position will report to the Sr Portfolio and Planning Manager, and it can be 100% remote in the U.S. or Canada.
**Responsibilities:**
+ Implement planning operating rhythms, norms, and practices in partnership with the Sr. Manager and other stakeholders to ensure efficient and effective program design, monitoring, and delivery
+ Identify ways to continually improve and recommend solutions to address those gaps
+ Continually improve frameworks, mechanisms, and tools to enable program planning and execution across PPL
+ Establish and build strong working relationships with end users, partners, and stakeholders to gather insights, test solutions, and ensure successful change adoption and impactful results
**Minimum Qualifications:**
+ 6-8+ years of work experience in operational planning, strategy, and program management
+ Prior experience implementing and upleveling efficient and effective organizational planning rhythms
+ Data-driven decision maker with evidence of roles that required analytical thinking to drive results
+ OKR planning and strategic planning
+ Comfort and confidence working across multiple systems and tools to drive results
+ Exceptional written and oral communication skills with proven ability to communicate with all levels of an organization
+ Ability to manage complex projects and stakeholders in parallel with high levels of quality and impact
+ Agile approach to working with an orientation to pragmatic problem solving that enables immediate impact with space to grow as the team tests, iterates and learns
+ Demonstrated global program management capability in a complex matrixed environment
+ Demonstrated experience of leading with indirect authority
**Preferred Qualifications:**
+ Experience working within a complex global organization and planning tools (e.g., Airtable)
+ BA/BS in relevant field (Business, human resources, management, etc.)
**The Ideal Candidate:**
+ Motivated by the opportunity to build and create something
+ Learner with an appetite to iterate the improve current state
+ Collaborative mindset with strong relationship management
+ Comfort with ambiguity and motivated to solve complex problems
+ We > Me - Teamwork gives you energy and people lean-in to a project when you get involved
**Learn More**
**About Autodesk**
Welcome to Autodesk! Amazing things are created every day with our software - from the greenest buildings and cleanest cars to the smartest factories and biggest hit movies. We help innovators turn their ideas into reality, transforming not only how things are made, but what can be made.
We take great pride in our culture here at Autodesk - it's at the core of everything we do. Our culture guides the way we work and treat each other, informs how we connect with customers and partners, and defines how we show up in the world.
When you're an Autodesker, you can do meaningful work that helps build a better world designed and made for all. Ready to shape the world and your future? Join us!
**Salary transparency**
**Equal Employment Opportunity**
At Autodesk, we're building a diverse workplace and an inclusive culture to give more people the chance to imagine, design, and make a better world. Autodesk is proud to be an equal opportunity employer and considers all qualified applicants for employment without regard to race, color, religion, age, sex, sexual orientation, gender, gender identity, national origin, disability, veteran status or any other legally protected characteristic. We also consider for employment all qualified applicants regardless of criminal histories, consistent with applicable law.
**Diversity & Belonging**
We take pride in cultivating a culture of belonging where everyone can thrive. Learn more here: you an existing contractor or consultant with Autodesk?**
Please search for open jobs and apply internally (not on this external site).
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Director of Strategic Operations & Planning

23219 Richmond, Virginia $160000 Annually WhatJobs

Posted 13 days ago

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full-time
Our client is seeking a highly accomplished and forward-thinking Director of Strategic Operations & Planning to lead critical initiatives within our organization, based in Richmond, Virginia, US . This senior management role is pivotal in driving operational efficiency, optimizing strategic planning processes, and ensuring the alignment of business objectives with execution. The ideal candidate will possess a proven track record in strategic leadership, operational excellence, and change management, coupled with exceptional analytical and problem-solving abilities. You will be instrumental in shaping the future direction and operational framework of our company.

Responsibilities:
  • Develop and implement comprehensive strategic operational plans that support the company's long-term vision and growth objectives.
  • Oversee and optimize key business processes across all departments to enhance efficiency, productivity, and cost-effectiveness.
  • Lead the strategic planning cycle, including market analysis, competitive intelligence, goal setting, and roadmap development.
  • Manage cross-functional project teams to drive the successful execution of strategic initiatives and operational improvements.
  • Establish key performance indicators (KPIs) and operational metrics to monitor progress, identify areas for improvement, and report on business performance.
  • Develop and manage the operational budget, ensuring financial discipline and resource optimization.
  • Identify potential risks and challenges to strategic execution and develop mitigation strategies.
  • Foster a culture of continuous improvement and innovation throughout the organization.
  • Build and maintain strong relationships with internal stakeholders and external partners.
  • Provide leadership and mentorship to the operations and planning teams.
  • Analyze industry trends and best practices to inform strategic decision-making.
Qualifications:
  • Master's degree in Business Administration (MBA), Operations Management, or a related field.
  • Minimum of 10 years of progressive experience in strategic management, operations leadership, or a similar capacity, preferably within a demanding industry.
  • Demonstrated success in developing and executing complex strategic plans.
  • Strong understanding of financial principles and budget management.
  • Proven experience in process improvement methodologies (e.g., Lean, Six Sigma).
  • Exceptional leadership, communication, and interpersonal skills.
  • Excellent analytical, problem-solving, and decision-making abilities.
  • Experience managing diverse teams and driving organizational change.
  • Proficiency in project management tools and methodologies.
  • Ability to thrive in a fast-paced, results-oriented environment.
  • A strategic mindset with a hands-on approach to execution.
This is an exceptional opportunity to make a significant impact at a leadership level in Richmond, Virginia, US . Our client offers a competitive salary, comprehensive benefits, and a challenging yet rewarding work environment.
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Advice & Planning Strategic Consultant

23274 Richmond, Virginia Truist

Posted 25 days ago

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Job Description

**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ( ?subject=Accommodation%20request)_
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Formulate a viable Advice & Planning strategy and support Truist by increasing the capability, the confidence, and the capacity of teammates to deliver advice to clients. Create seamless integration of the Truist Advice & Planning model with a focus on impact, quality, executional excellence, consistency, and relevance over time. Facilitate a learning organization that consistently advances the next iteration of strategy and execution around advice & planning.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Participate in and execute strategy and execute initiatives according to the priorities of the Advice & Planning Group.
2. Promote and enable advice delivery and resources.
3. Coach teammates to integrate the relationship advisory process and tools that enable the process including the Elements of Wealth.
4. Coordinate and execute business operation and process excellence, to include business planning, business continuity, and operations manuals.
5. Scale advice and planning process to create self-sufficiency with tools and free up capacity for Advisors to maximize impact with clients.
6. Lead the design of and manage metrics and reporting related to advice and planning.
7. Support the advice & planning business through consistent oversight, high quality and effective management of business processes.
8. Collaborate with business partners across Truist Financial Corporation.
9. Maintain efficient use and high proficiency of all necessary systems, applications, tools, software, etc.
10. Adhere to financial planning process and protocols. Comply with all mandatory policies, procedures, regulations, laws and requirements, and risk management expectations.
**QUALIFICATIONS**
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's Degree
2. Proficient with written, oral, and presentation communication skills
3. Ability to coach teammates in one on one and group settings
4. Ability to work as a lead team member in a matrix environment, particularly related to project and process expectations
5. Ability to execute business objectives and adapt quickly as priorities shift due to changes in business priorities
6. Experienced in PowerPoint, Excel, Adobe Acrobat, Word, and other relevant business applications
7. Well organized and flexible; able to adapt to change and influence broader team, as well as determine and focus on top priorities in a fast-paced environment with multiple priorities
Preferred Qualifications:
1. At least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA or equivalent advanced knowledge course of study (in process or attained)
2. 3 or more years of experience in the planning or advisory business, strategy, execution, coaching, org development, and/or content development
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
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  11. local_florist Beauty & Wellness
  12. restaurant Catering
  13. volunteer_activism Charity & Voluntary
  14. science Chemical Engineering
  15. child_friendly Childcare
  16. foundation Civil Engineering
  17. clean_hands Cleaning & Sanitation
  18. diversity_3 Community & Social Care
  19. construction Construction
  20. brush Creative & Digital
  21. currency_bitcoin Crypto & Blockchain
  22. support_agent Customer Service & Helpdesk
  23. medical_services Dental
  24. medical_services Driving & Transport
  25. medical_services E Commerce & Social Media
  26. school Education & Teaching
  27. electrical_services Electrical Engineering
  28. bolt Energy
  29. local_mall Fmcg
  30. gavel Government & Non Profit
  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
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