Janney Montgomery Scott LLC · 22 hours ago
Execution Lead, Strategic Initiatives Office
Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, Pennsylvania, United States of America
Full-time
Onsite
Senior Level
7+ years expJanney Montgomery Scott LLC is an award-winning full-service financial services firm committed to understanding clients' needs. The Execution Lead, Strategic Initiatives Office plays a critical role in translating strategy into execution across important cross-functional initiatives, partnering with business leaders and teams to drive momentum and ensure sustainable business outcomes.
BankingConsultingCrowdfundingFinancial ServicesLegal
Responsibilities
Lead day-to-day execution of cross-functional strategic initiatives under the direction of the Head of the Strategic Initiatives Office
Translate strategic objectives into actionable execution plans, milestones, and deliverables
Coordinate work across multiple teams to ensure alignment, accountability, and timely delivery
Monitor progress, risks, and dependencies; surface insights, recommendations, and trade-offs to initiative owners and sponsors to support informed decision-making
Prepare concise updates and materials for senior leadership and key stakeholders with clarity on decisions, risks, and impacts. Facilitate working sessions to drive decisions, resolve blockers, and maintain momentum
Partner with and coach initiative owners to strengthen execution discipline and internal change capabilities, driving accountability and sustained momentum
Support the definition and tracking of success measures and key performance indicators (KPIs)
Conduct initiative-level analysis to assess business impact, inform prioritization, and support leadership decision-making
Ensure deliverables are clearly documented, implemented, and embedded into ongoing operations. Support proofs of concept (POCs), pilots, and rollout of new tools, processes, or capabilities including digital/technology-enabled enhancements where relevant
Maintain initiative dashboards, artifacts, and documentation in alignment with SIO governance
Escalate risks, issues, and decisions appropriately to enable timely resolution. Research, vet, negotiate with, and manage critical vendors
Qualification
Required
Bachelor's degree in business, operations, technology, or a related field (or equivalent experience)
7+ years leading execution of complex, cross-functional initiatives in financial services or other highly regulated environments, with a strong bias toward results
Proven ability to operate in ambiguity, bring structure to evolving priorities, and translate strategy into actionable, achievable plans
Strong execution presence and influence, partnering effectively with senior leaders and cross-functional teams without formal authority
Experience driving change initiatives, process improvements, and technology-enabled modernization, integrating new capabilities into existing workflows and operating models
Ability to synthesize quantitative and qualitative data into clear insights, recommendations, and executive-level communications
Preferred
Working knowledge of the wealth technology landscape and emerging technologies (e.g., AI), with strong organizational, prioritization, risk awareness, and financial judgment in fast-paced environments
Benefits
Paid Parental Leave
Generous Paid Time Off
$2,000 referral bonus
Professional Development Assistance Plan
Company
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2024-07-23Acquired
Leadership Team
Peyton Wylie
Co-Founder of D.A.C. Investment Partners
John Ciccarone
Chief Technology Officer
Recent News
2026-01-23
2026-01-16
2025-11-14
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