Vice President, Strategic Planning

USA (Hybrid)

Job Title: Vice President, Strategic Planning Department: Executive Office / Corporate Strategy & Enterprise Planning Reporting to: Chief Executive Officer / Chief Operating Officer Location: Los Angeles, California / Hybrid Office Company Introduction Wilmoth Financial is a fintech-driven financial services and technology company focused on delivering scalable, technology-enabled financial solutions across institutional and emerging digital markets. Headquartered in Los Angeles with a growing national and international presence, Wilmoth Financial integrates financial expertise, advanced analytics, and digital infrastructure to support capital efficiency, innovation, and sustainable growth. By combining strategic insight with technology-driven execution, Wilmoth Financial partners with institutional clients, fintech platforms, and strategic investors to enhance market positioning, optimize financial performance, and unlock long-term enterprise value. The firm operates at the intersection of finance, data, and innovation—leveraging modern financial technology to build resilient and future-ready financial ecosystems. As part of its continued expansion, Wilmoth Financial is strengthening its strategic planning capabilities from its Los Angeles headquarters—positioning the firm to scale operations, refine corporate direction, and drive disciplined long-term growth across core and emerging markets. Wilmoth Financial envisions a future where financial technology, strategic clarity, and institutional discipline converge to create transparent, efficient, and high-performing financial systems. Job Overview The Vice President, Strategic Planning will serve as a senior executive leader responsible for defining, coordinating, and executing Wilmoth Financial’s enterprise-wide strategic planning framework. Reporting directly to the CEO and COO, this role will oversee corporate strategy development, long-term planning, growth initiatives, and cross-functional alignment—ensuring that strategic objectives translate into measurable execution across the organization. The VP of Strategic Planning will play a critical role in shaping the firm’s long-term direction, identifying expansion opportunities, strengthening competitive positioning, and aligning capital allocation with strategic priorities. The ideal candidate brings deep experience in financial services, fintech, corporate strategy, or capital markets, with a proven ability to translate high-level strategic vision into structured, data-driven execution plans within complex and evolving financial environments. Key Responsibilities Corporate Strategy & Enterprise Planning Lead the development and execution of Wilmoth Financial’s long-term corporate strategy and multi-year growth roadmap. Establish structured strategic planning cycles, annual operating plans, and enterprise performance alignment processes. Ensure strategic priorities are clearly defined, measurable, and aligned with financial objectives. Partner with executive leadership to evaluate competitive positioning, industry trends, and strategic trade-offs. Growth Strategy & Market Expansion Identify and evaluate new growth opportunities across products, markets, partnerships, and digital initiatives. Develop disciplined market entry and expansion frameworks aligned with regulatory and commercial realities. Assess strategic investments, acquisitions, or partnership opportunities to accelerate growth. Support geographic and vertical expansion initiatives from strategic concept through execution planning. Capital Allocation & Value Creation Align capital deployment decisions with long-term strategic priorities and risk considerations. Develop financial modeling, scenario analysis, and value-creation frameworks supporting executive decision-making. Monitor strategic return on investment across initiatives and ensure disciplined performance tracking. Support enterprise value enhancement through structured strategic oversight. Cross-Functional Strategic Alignment Drive collaboration between finance, technology, operations, product, compliance, and growth teams. Translate enterprise strategy into actionable objectives across business units. Ensure alignment between strategic goals, budgeting processes, and operational execution. Facilitate executive strategy sessions, board-level planning discussions, and strategic reviews. Risk, Governance & Strategic Oversight Assess strategic risks associated with expansion initiatives, technology investments, and new business models. Ensure strategic planning incorporates regulatory, compliance, and governance considerations. Partner with Legal, Compliance, and Risk functions to support disciplined and sustainable growth. Promote structured decision-making supported by data, analytics, and scenario modeling. Performance Management & Organizational Enablement Establish KPIs and enterprise dashboards linking strategy to measurable outcomes. Drive continuous improvement in strategic execution discipline and decision quality. Build and mentor a high-performing corporate strategy team. Foster a culture of accountability, analytical rigor, and long-term value creation. Qualifications 20+ years of progressive experience in corporate strategy, executive planning, investment strategy, or senior leadership roles within financial services, fintech, or capital markets. Proven success in leading enterprise strategic planning and cross-functional execution in growth-oriented organizations. Strong understanding of fintech-enabled business models, financial markets, and institutional ecosystems. Demonstrated experience supporting executive leadership and board-level strategic discussions. Exceptional analytical, financial modeling, communication, and stakeholder management skills. Bachelor’s degree in Business, Finance, Economics, Engineering, or related field required; MBA or advanced degree preferred. Core Competencies Enterprise Strategic Leadership: Translates long-term vision into structured, scalable execution frameworks. Growth & Expansion Strategy: Identifies and operationalizes disciplined market growth opportunities. Financial & Capital Discipline: Aligns strategy with capital allocation and measurable value creation. Governance & Risk Awareness: Balances innovation and growth with regulatory and operational discipline. Analytical Rigor: Uses data-driven insight to inform executive decision-making. Leadership & Influence: Aligns cross-functional teams around shared strategic objectives. Benefits Competitive executive compensation with performance-based incentives. Eligibility for equity participation and long-term incentive programs. Comprehensive health, insurance, and retirement benefits. Hybrid work model based in Los Angeles headquarters. Opportunities to represent Wilmoth Financial at global fintech, finance, and industry forums. Expected Outcomes (12–18 Months) Establish a clear, disciplined enterprise-wide strategic planning framework aligned with long-term growth objectives. Deliver actionable strategic roadmaps supporting market expansion and revenue growth. Strengthen executive decision-making through structured financial and strategic analysis. Build scalable strategy processes that enhance operational alignment and enterprise value creation.