Director, PCG Strategy

Job Description Summary

Leads cross-functional initiatives that support all Private Client Group businesses, using deep expertise, collaboration with internal partners, and market insights. Oversees multiple high-profile projects—from strategy and solution development to business transformation and risk mitigation. Manages the full project lifecycle, partnering with business units and support teams from proposal through implementation. Shapes strategic direction, develops tactical plans, and makes independent recommendations. Delivers innovative solutions to complex challenges while maintaining strong relationships with internal stakeholders and subject matter experts.

Job Description

Essential Duties and Responsibilities

• Translate advisor, client, and industry data into actionable insights that inform strategic direction.

• Scope, plan, and recommend solutions for Private Client Group (PCG) initiatives focused on growth and operational excellence.

• Lead cross-departmental projects supporting firm-wide priorities, ensuring collaboration and alignment across teams.

• Present analysis and recommendations to senior leadership to secure buy-in and guide decision-making.

• Partner with stakeholders to drive implementation of approved strategies and ensure successful execution.

• Quantify project impact by measuring outcomes such as revenue growth, AUM increases, organic expansion, advisor recruitment, and cost savings.

• Conduct assessments for complex project requests, reviewing requirements, specifications, and testing plans.

• Align training and change management efforts with organizational goals and business priorities.

• Serve as a key liaison between project teams, stakeholders, and senior leadership to ensure clarity and completeness of business requirements.

• Refine and apply project management tools and methodologies to coordinate schedules and meet deliverable timelines, align resource allocation, develop budgets and drive continuous improvement.

• Build and lead project teams through all phases—planning, execution, monitoring, and post-project evaluation.

• Develop business cases through stakeholder interviews and data analysis to support project justification.

• Perform additional responsibilities as needed to support business objectives.

Knowledge of

• Functional, operational and technical requirements of all systems used by assigned functional areas.

• Application development and project life cycle methodologies and standards.

• Project selection and approval, budgeting and business case preparation and analysis, as well as work breakdown structures and forecasting.

• Concepts of risk management, issue tracking, change management and requirements gathering.

• Information technology support and technical documentation.

• Principles of banking and finance and securities industry operations.

• Business planning and analysis.

• Project budget interfaces with other accounting systems.

Skill in

• Conducting investigations and interviews for proposed projects.

• Analyzing data trends, correlations, and causations to help guide decision making, and development of key performance indicators

• Conducting research and analyzing market and competitive trends in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments.

• Applying project and program management tools and methodologies to lead project organization

• Conducting research and interviews and analyzing data to develop a comprehensive understanding of the challenge, constraints and client requirements with stakeholders and subject matter experts.

• Developing and documenting business cases.

• Performing root cause analysis.

• Identifying, defining and documenting complex business requirements.

• Assessing change management considerations and developing communication content and plans.

• Reviewing, analyzing and evaluating financial data as well as preparing budgets and financial forecasts.

• Designing and developing management reports and presentations.

• Evaluating vendors.

• Delivering presentations to groups.

Ability to

• Facilitate information gathering sessions ensuring that all viewpoints, ideas and problems are included in the project specifications.

• Incorporate needs, wants and goals from different business unit perspectives into project specifications.