Strategic Planning Manager Jobs
Strategic Planning Manager jobs are open across healthcare, financial services, technology, and consumer goods, covering specializations in corporate strategy, business development, and competitive analysis, from manager to senior and director levels. Find a role that fits below and apply directly.
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Open roles381+
Top stateCalifornia
Top employerAmazon
Top citySan Francisco, CA
Work type61% Hybrid
Top industryTechnology
Showing 5 of 381+ Strategic Planning Manager jobs
Associate, Strategy and Financial Planning
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New 7h ago
Bayview Asset Management
Associate, Strategy and Financial Planning
New York, New York
New 7h ago
Strategy Insights & Planning Associate
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New 7h ago
ZS Associates
Strategy Insights & Planning Associate
Princeton, New Jersey
New 7h ago
Strategic Workforce Planning & Organizational Design Director
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New 14h ago
Ann & Robert H. Lurie Children's Hospital of Chicago
Strategic Workforce Planning & Organizational Design Director
Streeterville, Illinois
New 14h ago
Director, Strategy & Planning (Remote)
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New 14h ago
Cisco
Director, Strategy & Planning (Remote)
San Jose, California
New 14h ago
Senior Analyst: Squadron Policy and Strategic Planning
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New 14h ago
Apogee Engineering, LLC
Senior Analyst: Squadron Policy and Strategic Planning
Wright-Patterson AFB, Ohio
New 14h ago
New 7h ago
Associate, Strategy and Financial Planning
Bayview Asset Management·New York, New York
Job functions:
$100k - $150k/yr
Hybrid
Bachelor's degree in finance
1,001-5,000 employees
Job Description
Overview:
Our mission is rooted in simplicity and transparency. We offer straightforward annuity solutions and personalized service, allowing our clients to make confident decisions about their financial futures. Recognized for our financial strength with an “A” (Excellent) rating from A.M. Best, we provide the stability and trust our clients and employees can rely on.
Why join Oceanview?
At Oceanview, we believe that our employees are our greatest asset. We are committed to fostering a supportive and dynamic work environment where you can thrive both personally and professionally. If you are passionate about making a meaningful impact and advancing your career in the financial services industry, we invite you to explore opportunities with us.
POSITION SUMMARY:
The Associate will maintain and enhance the Company's financial projections, develop budgets and scenario analyses, and evaluate financial performance to provide actionable insights to the CFO, CEO, senior management, and Board of Directors. The role will also play an integral part in evaluating M&A opportunities, capital raising, new business initiatives, competitive research, and other high-priority strategic projects.
This is an opportunity to directly influence Oceanview's strategic direction and key business decisions while gaining broad exposure to its financial and operational activities. The Associate will have regular interaction with executive leadership and collaborate with teams across Oceanview and Bayview Asset Management, with additional opportunities for exposure to Controller and Treasury functions.
RESPONSIBILITIES:
WHAT YOU'LL DO
WHAT WE’RE LOOKING FOR
SKILLS FOR SUCCESS
CERTIFICATIONS, LICENSES, AND/OR REGISTRATIONS
LOCATION and COMPENSATION:
This role will be based in New York, NY.
This role will be hybrid (3x a week in the office)
Base salary is expected to be $100,000 - $150,000* with the opportunity for incentive compensation including bonus compensation.
EEOC:
At Oceanview Life and Annuity Company, we are more than a financial services provider – We are a team dedicated to empowering individuals on their journey toward a financially secure retirement. Founded in 2018 and backed by Bayview Asset Management – A leading investment firm with approximately $49.7 Billion in assets under management as of September 30, 2026 – We have rapidly grown to over $19.5 Billion in consolidated assets as of September 30, 2026.
Our mission is rooted in simplicity and transparency. We offer straightforward annuity solutions and personalized service, allowing our clients to make confident decisions about their financial futures. Recognized for our financial strength with an “A” (Excellent) rating from A.M. Best, we provide the stability and trust our clients and employees can rely on.
Why join Oceanview?
- Impactful work: Contribute to a company that genuinely makes a difference in people’s lives by simplifying retirement planning and providing peace of mind.
- Growth and innovation: Be part of a rapidly expanding organization that encourages innovation and values your ideas.
- Collaborative environment: Work alongside a team of seasoned asset managers and financial experts who are committed to excellence and professional development.
- Commitment to excellence: Join a company that prides itself on financial strength, competitive rates, and personalized solutions tailored to clients’ unique needs.
- Strong partnerships: Engage with a broad network of over 24,000 agents, independent marketing organizations, banks and broker-dealers.
At Oceanview, we believe that our employees are our greatest asset. We are committed to fostering a supportive and dynamic work environment where you can thrive both personally and professionally. If you are passionate about making a meaningful impact and advancing your career in the financial services industry, we invite you to explore opportunities with us.
POSITION SUMMARY:
Oceanview Life and Annuity Company is seeking an analytical and highly motivated Associate, Strategy and Financial Planning to report directly to the CFO and work closely with the CEO on financial planning, forecasting, and strategic initiatives, including mergers and acquisitions (M&A).
The Associate will maintain and enhance the Company's financial projections, develop budgets and scenario analyses, and evaluate financial performance to provide actionable insights to the CFO, CEO, senior management, and Board of Directors. The role will also play an integral part in evaluating M&A opportunities, capital raising, new business initiatives, competitive research, and other high-priority strategic projects.
This is an opportunity to directly influence Oceanview's strategic direction and key business decisions while gaining broad exposure to its financial and operational activities. The Associate will have regular interaction with executive leadership and collaborate with teams across Oceanview and Bayview Asset Management, with additional opportunities for exposure to Controller and Treasury functions.
RESPONSIBILITIES:
WHAT YOU'LL DO
Financial Planning, Forecasting & Analysis
- Maintain and update the Company’s financial projections and underlying financial models, ensuring accuracy, consistency, and alignment with business assumptions.
- Support annual budgeting and periodic forecasting processes, including coordination of inputs and analysis of key financial drivers.
- Develop alternative scenarios, sensitivity analyses, and financial forecasts to evaluate potential business outcomes and strategic decisions.
- Analyze actual financial results against budgets and forecasts, identify key variances, and communicate findings and implications to senior management.
- Prepare financial analyses and decision-support materials for the CFO, CEO, and Board of Directors.
Corporate Strategy, M&A & Special Projects
- Support the evaluation of potential mergers, acquisitions, partnerships, capital raising opportunities, and new business initiatives through financial modeling, research, and analysis.
- Conduct market, industry, product, and competitive research to inform strategic planning and business development decisions.
- Partner with cross-functional project teams to assess strategic alternatives, financial implications, and execution considerations.
- Participate in discussions with senior management regarding business performance, strategic priorities, and growth opportunities.
Executive Reporting & Cross-Functional Collaboration
- Develop and review presentations, analyses, and supporting materials for internal leadership, the Board of Directors, and external stakeholders.
- Translate complex financial information into clear, concise, and actionable insights for financial and non-financial audiences.
- Collaborate with Finance, Accounting, Treasury, and other teams to validate assumptions, gather information, and improve planning processes.
- Identify opportunities to enhance financial models, reporting processes, and analytical capabilities as the business grows.
WHAT WE’RE LOOKING FOR
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
- 1–3 years of relevant experience in corporate finance, financial planning and analysis, accounting, investment banking, equity research, or a related analytical role.
- Strong foundation in financial statements, accounting principles, and financial modeling, with the ability to build and interpret integrated financial projections.
- Advanced proficiency in Microsoft Excel and strong working knowledge of Microsoft PowerPoint.
- Demonstrated ability to analyze financial information, assess assumptions, and develop well-supported recommendations.
- Strong written and verbal communication skills, including the ability to present findings clearly to senior stakeholders.
- Ability to work independently, manage multiple priorities, and escalate key questions or risks appropriately.
- Experience with M&A analysis, valuation, insurance, or financial services is a plus.
SKILLS FOR SUCCESS
- Strong analytical curiosity, sound judgment, and a solutions-oriented mindset.
- High level of accuracy and attention to detail when working with financial data and models.
- Ownership mentality and enthusiasm for contributing to a growing organization and a lean, collaborative team.
- Ability to move between detailed analysis and broader strategic considerations.
- Comfort interacting with executives and colleagues across multiple functions and levels of the organization.
- Adaptability, initiative, and the ability to perform effectively in a fast-paced environment.
- Professionalism, integrity, and discretion when handling confidential business and financial information.
CERTIFICATIONS, LICENSES, AND/OR REGISTRATIONS
- None required.
LOCATION and COMPENSATION:
This role will be based in New York, NY.
This role will be hybrid (3x a week in the office)
Base salary is expected to be $100,000 - $150,000* with the opportunity for incentive compensation including bonus compensation.
Salary may vary based on work experience, market conditions, location, and qualifications/training.
EEOC:
Oceanview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.
Bayview Asset Management
Associate, Strategy and Financial Planning
New York, New York
New 7h ago1,001-5,000 employees
Job functions:
$100k - $150k/yr
Hybrid
Bachelor's degree in finance
Job Description
Overview:
Our mission is rooted in simplicity and transparency. We offer straightforward annuity solutions and personalized service, allowing our clients to make confident decisions about their financial futures. Recognized for our financial strength with an “A” (Excellent) rating from A.M. Best, we provide the stability and trust our clients and employees can rely on.
Why join Oceanview?
At Oceanview, we believe that our employees are our greatest asset. We are committed to fostering a supportive and dynamic work environment where you can thrive both personally and professionally. If you are passionate about making a meaningful impact and advancing your career in the financial services industry, we invite you to explore opportunities with us.
POSITION SUMMARY:
The Associate will maintain and enhance the Company's financial projections, develop budgets and scenario analyses, and evaluate financial performance to provide actionable insights to the CFO, CEO, senior management, and Board of Directors. The role will also play an integral part in evaluating M&A opportunities, capital raising, new business initiatives, competitive research, and other high-priority strategic projects.
This is an opportunity to directly influence Oceanview's strategic direction and key business decisions while gaining broad exposure to its financial and operational activities. The Associate will have regular interaction with executive leadership and collaborate with teams across Oceanview and Bayview Asset Management, with additional opportunities for exposure to Controller and Treasury functions.
RESPONSIBILITIES:
WHAT YOU'LL DO
WHAT WE’RE LOOKING FOR
SKILLS FOR SUCCESS
CERTIFICATIONS, LICENSES, AND/OR REGISTRATIONS
LOCATION and COMPENSATION:
This role will be based in New York, NY.
This role will be hybrid (3x a week in the office)
Base salary is expected to be $100,000 - $150,000* with the opportunity for incentive compensation including bonus compensation.
EEOC:
At Oceanview Life and Annuity Company, we are more than a financial services provider – We are a team dedicated to empowering individuals on their journey toward a financially secure retirement. Founded in 2018 and backed by Bayview Asset Management – A leading investment firm with approximately $49.7 Billion in assets under management as of September 30, 2026 – We have rapidly grown to over $19.5 Billion in consolidated assets as of September 30, 2026.
Our mission is rooted in simplicity and transparency. We offer straightforward annuity solutions and personalized service, allowing our clients to make confident decisions about their financial futures. Recognized for our financial strength with an “A” (Excellent) rating from A.M. Best, we provide the stability and trust our clients and employees can rely on.
Why join Oceanview?
- Impactful work: Contribute to a company that genuinely makes a difference in people’s lives by simplifying retirement planning and providing peace of mind.
- Growth and innovation: Be part of a rapidly expanding organization that encourages innovation and values your ideas.
- Collaborative environment: Work alongside a team of seasoned asset managers and financial experts who are committed to excellence and professional development.
- Commitment to excellence: Join a company that prides itself on financial strength, competitive rates, and personalized solutions tailored to clients’ unique needs.
- Strong partnerships: Engage with a broad network of over 24,000 agents, independent marketing organizations, banks and broker-dealers.
At Oceanview, we believe that our employees are our greatest asset. We are committed to fostering a supportive and dynamic work environment where you can thrive both personally and professionally. If you are passionate about making a meaningful impact and advancing your career in the financial services industry, we invite you to explore opportunities with us.
POSITION SUMMARY:
Oceanview Life and Annuity Company is seeking an analytical and highly motivated Associate, Strategy and Financial Planning to report directly to the CFO and work closely with the CEO on financial planning, forecasting, and strategic initiatives, including mergers and acquisitions (M&A).
The Associate will maintain and enhance the Company's financial projections, develop budgets and scenario analyses, and evaluate financial performance to provide actionable insights to the CFO, CEO, senior management, and Board of Directors. The role will also play an integral part in evaluating M&A opportunities, capital raising, new business initiatives, competitive research, and other high-priority strategic projects.
This is an opportunity to directly influence Oceanview's strategic direction and key business decisions while gaining broad exposure to its financial and operational activities. The Associate will have regular interaction with executive leadership and collaborate with teams across Oceanview and Bayview Asset Management, with additional opportunities for exposure to Controller and Treasury functions.
RESPONSIBILITIES:
WHAT YOU'LL DO
Financial Planning, Forecasting & Analysis
- Maintain and update the Company’s financial projections and underlying financial models, ensuring accuracy, consistency, and alignment with business assumptions.
- Support annual budgeting and periodic forecasting processes, including coordination of inputs and analysis of key financial drivers.
- Develop alternative scenarios, sensitivity analyses, and financial forecasts to evaluate potential business outcomes and strategic decisions.
- Analyze actual financial results against budgets and forecasts, identify key variances, and communicate findings and implications to senior management.
- Prepare financial analyses and decision-support materials for the CFO, CEO, and Board of Directors.
Corporate Strategy, M&A & Special Projects
- Support the evaluation of potential mergers, acquisitions, partnerships, capital raising opportunities, and new business initiatives through financial modeling, research, and analysis.
- Conduct market, industry, product, and competitive research to inform strategic planning and business development decisions.
- Partner with cross-functional project teams to assess strategic alternatives, financial implications, and execution considerations.
- Participate in discussions with senior management regarding business performance, strategic priorities, and growth opportunities.
Executive Reporting & Cross-Functional Collaboration
- Develop and review presentations, analyses, and supporting materials for internal leadership, the Board of Directors, and external stakeholders.
- Translate complex financial information into clear, concise, and actionable insights for financial and non-financial audiences.
- Collaborate with Finance, Accounting, Treasury, and other teams to validate assumptions, gather information, and improve planning processes.
- Identify opportunities to enhance financial models, reporting processes, and analytical capabilities as the business grows.
WHAT WE’RE LOOKING FOR
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
- 1–3 years of relevant experience in corporate finance, financial planning and analysis, accounting, investment banking, equity research, or a related analytical role.
- Strong foundation in financial statements, accounting principles, and financial modeling, with the ability to build and interpret integrated financial projections.
- Advanced proficiency in Microsoft Excel and strong working knowledge of Microsoft PowerPoint.
- Demonstrated ability to analyze financial information, assess assumptions, and develop well-supported recommendations.
- Strong written and verbal communication skills, including the ability to present findings clearly to senior stakeholders.
- Ability to work independently, manage multiple priorities, and escalate key questions or risks appropriately.
- Experience with M&A analysis, valuation, insurance, or financial services is a plus.
SKILLS FOR SUCCESS
- Strong analytical curiosity, sound judgment, and a solutions-oriented mindset.
- High level of accuracy and attention to detail when working with financial data and models.
- Ownership mentality and enthusiasm for contributing to a growing organization and a lean, collaborative team.
- Ability to move between detailed analysis and broader strategic considerations.
- Comfort interacting with executives and colleagues across multiple functions and levels of the organization.
- Adaptability, initiative, and the ability to perform effectively in a fast-paced environment.
- Professionalism, integrity, and discretion when handling confidential business and financial information.
CERTIFICATIONS, LICENSES, AND/OR REGISTRATIONS
- None required.
LOCATION and COMPENSATION:
This role will be based in New York, NY.
This role will be hybrid (3x a week in the office)
Base salary is expected to be $100,000 - $150,000* with the opportunity for incentive compensation including bonus compensation.
Salary may vary based on work experience, market conditions, location, and qualifications/training.
EEOC:
Oceanview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.
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Find JobsStrategic Planning Manager Job Market
Who's Hiring
- Amazon16
- Meta14
- Walmart9
- Cisco8
- ZS Associates8
Top Industries Hiring
- Technology & Software
- Consulting & Professional Services
- Electronics & Hardware
- Medical Devices
- Banking & Financial Services
What Employers Look For
The qualifications that appear most often in strategic planning manager jobs.
- Bachelor's degree in business, finance, economics, or a related field
- 5 or more years of experience in strategic planning, management consulting, or corporate development
- Proficiency in financial modeling and data analysis tools such as Excel and Power BI
- Experience building and presenting executive-level strategy presentations and business cases
- Demonstrated ability to synthesize market research, competitive intelligence, and internal performance data
- MBA or advanced degree strongly preferred for senior-level strategic planning manager roles
Tips for Your Strategic Planning Manager Job Search
Quantify strategy outcomes on your resume
Strategic planning managers are expected to show impact, not activity. Replace phrases like 'led planning process' with the business result: revenue influenced, cost reductions achieved, or market share shifts. Hiring teams want to see the scale and outcome of your recommendations.
Tailor your resume to each sector
Corporate strategy at a healthcare system reads very differently from strategy at a tech company. Align your resume language to the sector you're targeting: use industry-specific KPIs, terminology, and planning cycle references so your experience translates immediately to the reader.
Apply early to roles that fit
Migrate Mate lists strategic planning manager openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target companies in active planning cycles
Organizations that recently completed a merger, launched a new business unit, or brought in new executive leadership are almost always rebuilding or expanding their strategy function. Watch for those signals in company news and prioritize applying to those openings.
Prepare a cross-functional influence story
Interviewers for strategic planning manager roles probe how you've aligned stakeholders who don't report to you. Prepare two or three examples where you drove a strategic initiative across finance, operations, or product, and be ready to walk through the friction you encountered and resolved.
Negotiate scope alongside compensation
In strategy roles, the reporting line and access to senior leadership matter as much as pay. When you receive an offer, ask which executives you'll present to, how often the planning cycle runs, and whether the role owns implementation or only recommendation. That scope shapes your career trajectory.
Strategic Planning Manager Jobs: Frequently Asked Questions
Which companies are hiring the most strategic planning managers?
Amazon, Meta, and Walmart are hiring the most strategic planning managers right now, with openings concentrated in California, New York, and Texas, based on current listings on Migrate Mate as of November 2026. Demand is highest at large enterprises and diversified corporations running formal annual planning cycles.
How many strategic planning manager jobs are remote?
About 86% of strategic planning manager openings are fully remote or hybrid as of November 2026, reflecting the analytical and presentation-heavy nature of the work. Sub-areas like competitive intelligence research and financial modeling tend to be the most remote-friendly, while roles that require frequent executive alignment often expect regular in-office presence.
How do you become a strategic planning manager?
Most strategic planning managers move into the role after building analytical and cross-functional experience in management consulting, corporate finance, or business operations. Start by developing strong financial modeling and competitive analysis skills, then seek roles with exposure to executive leadership and planning processes. An MBA accelerates the path but is not always required if your project experience demonstrates strategic scope and business impact.
Can you get a strategic planning manager job without direct strategy experience?
Yes, candidates from adjacent functions regularly make the transition into strategic planning manager roles. Finance professionals who have built business cases, operations managers who have led cross-functional initiatives, and analysts who have presented to senior leadership all bring directly transferable skills. Frame your experience around the outputs that strategy teams own: market analysis, scenario modeling, executive recommendations, and initiative tracking.
What does the strategic planning manager interview process look like?
The process typically runs three to four rounds. An initial recruiter screen is followed by a hiring manager conversation focused on past strategic work and cross-functional influence. Later rounds include a case study or presentation where you analyze a real or hypothetical business problem and present recommendations to a panel. Final rounds often involve meetings with senior executives or key stakeholders whose buy-in the role requires.
Where can I find and apply to strategic planning manager jobs?
You can find and apply to strategic planning manager jobs on Migrate Mate, which lists current openings from companies across the United States. Search the listings to find roles that match your background, industry focus, and seniority level, then apply directly to each one that fits.
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Find roles that match your experience and apply in just a few clicks.
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