Corporate Strategic Planning, Director

Sumitomo Mitsui Banking Corporation•New York, NY

2d•$170,000 - $235,000•Hybrid

About The Position

Strategic Planning sits within Finance and supports enterprise-level strategic development efforts, including selective strategic transactions and other complex, non-routine initiatives. The team partners closely with Treasury, Legal, Risk, Tax, Operations, Technology, and business stakeholders, and works with external advisors as needed. The Director, Corporate Strategic Planning is a senior initiative leadership role responsible for leading complex strategic development initiatives, transactions, and enterprise-level special situations. The Director acts as a trusted execution partner to senior Strategic Development leadership, independently leading high-impact workstreams and coordinating across senior stakeholders to advance strategic priorities. The role requires a combination of strategic thinking, transaction execution capability, stakeholder management, and sound judgment. The Director is expected to operate with significant autonomy, identify opportunities proactively, resolve issues before escalation becomes necessary, and serve as a thought partner to senior leadership on strategic and execution-related matters. The role reports to the Executive Director, Corporate Strategic Planning. Provides sustained exposure to enterprise-level decision-making and long-term corporate development and business development leadership opportunities.

Requirements

8+ years of experience in management consulting, investment banking, corporate development, strategic finance, private equity, or related fields.
Meaningful experience within financial services, banking, capital markets, asset management, fintech, or other regulated financial institutions.
Demonstrated leadership of complex transactions and enterprise-level strategic initiatives.
Strong financial analysis, valuation, and transaction structuring, and strategic problem-solving capabilities.
Proven ability to lead through influence in matrixed organizations.

Nice To Haves

Combination of management consulting and financial services experience strongly preferred.
MBA preferred.
Experience presenting to executive leadership and governance committees.
Experience operating within regulated financial institutions.
Operates as an owner rather than a task manager.
Anticipates issues before they become problems.
Distinguishes critical decisions from noise.
Successful candidates are supportive collaborators who have a “can do” attitude and share a team first mindset.
Comfortable making recommendations with imperfect information.
Brings strategic insight and original thinking, not just execution.
Able to independently lead complex initiatives while maintaining alignment with leadership objectives.
Develops people and elevates team performance.

Responsibilities

Lead evaluation and execution of strategic opportunities, including acquisitions, divestitures, partnerships, minority investments, restructurings, and other special situations.
Develop strategic recommendations and option frameworks for senior management consideration.
Assess market opportunities, competitive dynamics, and capability gaps to support enterprise growth objectives.
Proactively identify strategic opportunities and emerging issues that may impact the firm’s long-term positioning.
Lead transaction execution across the full lifecycle, including evaluation, diligence, structuring, negotiation support, governance approvals, closing, and implementation.
Coordinate internal stakeholders and external advisors throughout the transaction process.
Anticipate and resolve execution risks, competing priorities, and organizational challenges.
Serve as primary coordination point for complex initiatives involving multiple functions and business lines.
Build strong relationships across Finance, Treasury, Risk, Legal, Tax, Operations, Technology, and business leadership.
Drive alignment among stakeholders with differing perspectives and priorities.
Provide guidance and coaching to Vice Presidents, Associates, and Analysts.
Review analyses, recommendations, and governance materials for quality and consistency.
Help develop team capabilities, operating practices, and knowledge resources.
Participate in recruiting, interviewing, and talent development efforts.
Partner closely with the Executive Director and Head of Strategic Development to advance key initiatives.
Present recommendations to senior executives and governance forums.
Represent Strategic Development in internal and external meetings as appropriate.