Corporate Strategic Planning, Vice President

Key Responsibilities

• Independently evaluate strategic opportunities, transactions, partnerships, investments, restructurings, and other special situations.
• Develop recommendations regarding strategic fit, execution feasibility, risks, and potential value creation.
• Assess market trends, competitive dynamics, regulatory developments, and peer activity to identify opportunities and strategic implications.
• Proactively identify emerging themes and strategic considerations relevant to the firm’s growth and return objectives.
• Lead defined transactions and strategic initiatives from evaluation through execution.
• Own day-to-day transaction management, diligence coordination, issue resolution, and stakeholder alignment.
• Develop investment theses, financial analyses, valuation assessments, and decision frameworks.
• Manage critical-path execution while proactively identifying risks, dependencies, and mitigation plans.
• Cross-functional Leadership:
  • Coordinate stakeholders across Finance, Treasury, Legal, Risk, Tax, Operations, Technology, and business units.
  • Facilitate discussions, drive alignment, and help resolve competing priorities across stakeholders.
  • Escalate issues appropriately while providing clear recommendations and proposed paths forward.

Qualifications And Skills

• 6+ years of relevant experience in M&A consulting, investment banking, corporate development, private equity, strategy, or strategic finance, with exposure to transactions and/or complex cross-functional initiatives.
• Strong financial analysis and modeling skills (valuation, sensitivities, scenario analysis) and high attention to detail.
• Strong writing and synthesis skills; ability to translate complexity into clear, structured materials for decision-making.
• Demonstrated ability to manage multiple stakeholders and deliver high-quality work under tight timelines.
• High integrity and discretion in handling confidential matters.

Preferred Qualifications / Differentiators

• Combination of management consulting and financial services experience.
• MBA or other advanced degree preferred.
• Familiarity with regulatory and governance considerations within financial services organizations.

What Differentiates a Strong Candidate

• Intellectual curiosity and willingness to challenge assumptions constructively.
• Ability to independently structure ambiguous problems.
• Strong judgment regarding when to escalate versus when to resolve independently.
• Comfortable leading initiatives without extensive direction.
• Ability to influence stakeholders without direct authority.
• Bring ideas, not just analyses.
• Successful candidates are supportive collaborators who have a “can do” attitude and share a team first mindset.

Pay

The anticipated salary range for this role is between $121,000.00 and $180,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire.

Schedule

SMBC provides a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. Prospective candidates will learn more about their specific hybrid work schedule during their interview process.