Director, Strategic Initiatives & Administration | Digital Workplace & Pcg Technology

Willenborg Wealth Management

St. Petersburg, FL, US
Not specified; base salary components included; di...
Hybrid
5+ years leadership experience in financial services
Proven strategic planning and execution skills
High quality executive reporting capabilities
This role serves as a trusted advisor to senior leadership, translating high-level strategy into actionable plans and driving organizational priorities

Job Summary

  • This role serves as a trusted advisor to senior leadership, translating high-level strategy into actionable plans and driving organizational priorities.
  • The successful candidate will lead a specialized team while personally executing critical deliverables in a hybrid work model requiring 2-3 days in the St. Petersburg office.
  • Success is measured by predictable execution of strategic initiatives, clear alignment between technology strategy and investment priorities, and high-quality decision-ready reporting for the executive committee.

Matching Summary

This role serves as a trusted advisor to senior leadership, translating high-level strategy into actionable plans and driving organizational priorities.

Salary

Not specified; Base salary components included; Discretionary bonuses and equity may be offered

Skills & Requirements

Must-have

  • 5+ years leadership experience in financial services
  • Proven strategic planning and execution skills
  • High quality executive reporting capabilities
  • Cross-functional team collaboration expertise
  • Ambiguous environment navigation skills

Nice-to-have

  • Financial management and budget forecasting experience
  • Hands-on delivery alongside team members
  • Strong presentation rotation participation
  • Product management best practices knowledge
  • Culture of continuous improvement mindset

Key Requirements

  • Minimum 5 years leadership or strategic role experience
  • Bachelor's degree required (Computer Science, IT, or High School)
  • 10 to 15 years general work experience
  • No visa sponsorship available

Work Rights

Not specified

Tailored Resume

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