Principal, Operational Strategy

Primary Functions & Responsibilities

• Translate executive priorities into executable programs focusing on enterprise sequencing
• Convert broad strategic goals from the Executive Office or strategy leadership into clear problem statements, program charters, business cases, roadmaps, workstreams, milestones, and decision points.
• Decide what has to move first, what depends on what, and which initiatives conflict with each other.
• Led cohesive solution and operating-model design
• Assess current-state processes, technology, data flows, controls, roles, and cross-strategy dependencies; define target-state vision, capabilities, operating models, organizational design, governance structures, and scalable process designs that work across business lines and functions.
• Own program development, portfolio integration and execution planning
• Build the integrated program plan, define sequencing and dependencies, identify required resources, establish timelines, clarify accountability, and ensure stakeholders understand how the work will move from strategy to implementation.
• Tie together business-unit specific transformation and project teams.
• Drive disciplined program management and delivery
• Manage complex, multi-workstream initiatives with rigor around scope, timeline, budget, risks, issues, dependencies, decisions, and deliverables.
• Create momentum, remove blockers, escalate effectively, and hold workstreams accountable; validate deliverables, and ensure execution quality.
• Change Management and Adoption
• Drive adoption of new processes, tools, and operating models by partnering with business teams to embed changes into day-to-day workflows and ensure sustained outcomes.
• Translate complex transformation concepts into clear, compelling business narratives
• Develop messaging that helps stakeholders across the Asset Management organization understand the purpose, value, and impact of transformation programs, including how initiatives support firmwide priorities, what role each group plays, and how business processes, operating models, and day-to-day workflows may change.
• Support governance and executive decision-making
• Prepare executive-ready materials, steering committee updates, decision memos, risk/issue logs, status reporting, and recommendation documents that give senior leaders transparency into progress, risks, decisions required, and expected outcomes.
• Escalate blockers, force decisions, and keep leadership aligned.
• Track value realization and business impact
• Define success metrics, quantify benefits, monitor realization, and connect transformation activity to tangible outcomes such as scalability, efficiency, risk reduction, improved controls, better data quality, operating leverage, or enhanced client/investor experience.
• Advance process improvement and continuous improvement discipline
• Identify inefficiencies, redesign workflows, standardize repeatable practices, institutionalize playbooks, and promote better ways of working across the firm.
• Bridge business strategy, technology, data, and controls
• Translate business needs into technology-enabled solutions, ensure target-state designs account for data, systems, controls, regulatory expectations, and operational risk, and partner with Technology and Operations to support implementation and adoption.
• Lead certain M&A integration transformation workstreams
• Partner with the Master Planning function within Operational Strategy to support the end-to-end M&A integration process, translating integration priorities into actionable operational plans across each phase of the M&A lifecycle.
• Work closely with Technology to assess systems, platforms, data flows, and integration dependencies, and collaborate with Business Support Teams to develop function-specific plans for operational diligence, Day 1 readiness, Day 100 execution, process harmonization, vendor and technology rationalization, governance, and post-close tracking.

Qualifications

• Education: A Bachelor’s degree is required, preferably with a major in Accounting, Economics, Political Science, Finance, General Business or Management, and outstanding academic achievement.
• Experience Required: 15+ years of experience in large-scale transformation, strategy execution, business operations, process redesign, integration, or management consulting.
• Proven ability to translate strategic priorities into actionable programs, operating models, roadmaps, and execution plans.
• Experience analyzing and redesigning business processes, systems, workflows, controls, and requirements from current state through implementation.
• Demonstrated success leading cross-functional initiatives across business, Technology, Legal, Compliance, Finance, Operations, Investor Relations, Sales/Marketing, and external vendors.
• Strong knowledge of alternative investments, including Credit, Private Equity, Real Assets, and Secondaries, with familiarity across fund, investor, sales/marketing, and investment related lifecycles.
• Structured problem solver with strong analytical skills, sound judgment, and the ability to simplify complex, ambiguous issues into clear recommendations and actions.
• Excellent written and verbal communication skills, including the ability to develop executive-ready materials and influence stakeholders at all levels of the firm.
• Highly organized, detail-oriented, and results-driven, with the ability to manage competing priorities, deadlines, risks, and dependencies in a fast-paced environment.
• Proactive self-starter with a bias for action, continuous improvement mindset, and ability to balance tactical execution with the firm’s broader strategic direction.
• Familiarity with one or more relevant transformation domains is a plus, including client experience and investor transformation, deal pipeline management, allocation and investment workflow transformation, and treasury, banking, and liquidity operations transformation.

Pay

The anticipated base salary range for this position is listed below. Total compensation may also include a discretionary performance-based bonus. Note, the range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other relevant qualifications specific to the role.
$250,000 - $280,000 / annum
The firm also offers robust Benefits offerings.

Benefits

• Comprehensive Medical/Rx, Dental and Vision plans
• 401(k) program with company match
• Flexible Savings Accounts (FSA)
• Healthcare Savings Accounts (HSA) with company contribution
• Basic and Voluntary Life Insurance
• Long-Term Disability (LTD) and Short-Term Disability (STD) insurance
• Employee Assistance Program (EAP)
• Commuter Benefits plan for parking and transit
• Access to a world-class medical advisory team
• Mental health app that includes coaching, therapy and psychiatry
• Mindfulness and wellbeing app
• Financial wellness benefit that includes access to a financial advisor
• New parent leave
• Reproductive and adoption assistance
• Emergency backup care
• Matching gift program
• Education sponsorship program
• and much more