Senior Manager, Strategic Planning & Competitive Intelligence

The Institute of Internal Auditors, Inc.

$100K — $130K *
Business Services
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8+ years in management consulting, corporate strategy, or similar
  • Experience facilitating executive decision-making processes
  • Ability to manage multiple priorities with minimal direction
  • Preferred experience in multi-stakeholder environments, such as professional associations
  • Strong project management capabilities with cross-functional teams.

Responsibilities

  • Support strategic plan reporting processes and cross-functional coordination
  • Lead the creation of executive and Board-level reporting materials
  • Monitor and analyze competitive landscape and market trends
  • Synthesize insights to inform strategic planning and product initiatives
  • Apply AI-enabled workflows to enhance research and reporting efficiency
  • Facilitate strategic initiatives and manage timelines for project delivery.

Benefits

  • Opportunities for professional growth and development
  • Collaboration with senior leadership and cross-functional teams
  • Innovative approach leveraging AI technologies
  • Engagement in high-priority strategic initiatives
  • Contribution to enterprise-level decision-making processes.
Full Job Description
Summary

Senior Manager, Strategic Planning & Competitive Intelligence plays a key role in advancing the organization's enterprise strategy through strategic planning and reporting, competitive intelligence, and executive decision support.

This role serves as a strategic partner to the Senior Director, Global Strategy. The Manager / Senior Manager works closely with senior leadership, cross-functional teams, and volunteer leaders to translate market dynamics, organizational priorities, and data into clear recommendations and decision-ready materials.

The Manager / Senior Manager supports the enterprise strategic planning process, contributes to high-priority strategic initiatives, plays an important role in the competitive intelligence capability, and applies AI-enabled workflows to improve the speed, quality, and scalability of research, synthesis, and reporting.

Essential Responsibilities

Strategic Planning & Reporting
  • Support the design, execution, and ongoing evolution of the organization's strategic plan reporting process.
  • Support management of the enterprise strategic planning calendar and coordination of cross-functional participation.
  • Deeply understand the business rationale, measures of success, risks, and interdependencies across strategic initiatives.
  • Partner with business unit leaders to assess progress, identify performance gaps, and develop mitigation or course-correction strategies.
  • Lead the development of executive- and Board-ready reporting on strategy execution and enterprise-wide KPIs, including dashboards, presentations, and written briefings.
  • Help drive alignment and effective communication of the strategic plan across the organization and global network.
  • Manage timelines, deliverables, and follow-through associated with strategic planning and reporting activities.
  • Facilitate planning meetings, working sessions, and follow-up actions to support execution and accountability.

Competitive Intelligence
  • Support the development and continuous improvement of the organization's competitive intelligence capability.
  • Monitor and assess competitors, peer organizations, adjacent sectors, and emerging market entrants.
  • Produce regular and ad hoc intelligence outputs (e.g., briefings, dashboards, alerts, newsletters) tailored to executive leadership and other internal stakeholders.
  • Synthesize competitive insights across offerings, pricing, partnerships, digital capabilities, and operating models.
  • Help integrate competitive intelligence into strategic planning, product strategy, partnerships, and enterprise decision support.
  • Develop RFPs and manage external vendors, research providers, and intelligence partners supporting competitive and market insights.
  • Maintain recurring intelligence cadences, deliverables, and follow-up to ensure insights are timely, relevant, and actionable.


Internal Strategy Consulting
  • Support initiatives requiring strategic framing, analysis, and insight generation.
  • Frame complex strategic questions, develop hypotheses, and evaluate strategic options prior to broader implementation.
  • Conduct advanced analyses including market sizing, scenario planning, benchmarking, and business case development.
  • Translate complex findings into clear, actionable recommendations and decision-support materials for senior leadership.
  • Lead workstreams and support cross-functional strategic initiatives with enterprise-wide impact.
  • Coordinate stakeholders, manage project timelines, and drive follow-through on assigned strategic initiatives.


AI-Enabled Analysis & Workflow Innovation
  • Apply AI tools and agent-based workflows to accelerate research, insight generation, synthesis, and reporting.
  • Design responsible, repeatable AI-enabled workflows across strategy and intelligence processes.
  • Evaluate and recommend emerging AI tools and approaches that improve efficiency, quality, and scalability.
  • Identify opportunities to automate and improve strategic planning and reporting workflows.
  • Support testing, refinement, and adoption of AI-enabled processes across recurring strategy and intelligence work.


Qualifications

Experience
  • 8+ years of experience in management consulting, corporate strategy, strategic planning, competitive intelligence, or related roles.
  • Experience supporting executive level decision-making.
  • Demonstrated ability to operate independently, manage multiple priorities, and deliver with limited ramp time.
  • Experience in professional associations or similar multi-stakeholder environments strongly preferred.
  • Experience managing projects or workstreams involving cross-functional stakeholders and tight timelines preferred.


Core Capabilities
  • Strong judgment and ability to connect external developments to enterprise decisions.
  • Advanced problem structuring and hypothesis-driven analysis skills.
  • Proven ability to develop executive- and Board-ready materials.
  • Strong competitive intelligence and market synthesis capabilities.
  • Strong ownership and ability to manage multiple high-visibility priorities with appropriate guidance.
  • Strong project management, follow-through, and execution skills.
  • Strong facilitation and collaboration skills across cross-functional teams.


AI & Technical Capabilities
  • Demonstrated ability to use AI tools in strategic workflows.
  • Experience designing AI-enabled processes and orchestrating agents.
  • Understanding of AI operating models and automation opportunities.
  • Strong PowerPoint and Excel skills, with the ability to synthesize complex information into clear reporting and presentations.
  • Experience with project tracking, dashboarding, and reporting tools to support planning and execution.


Critical Success Factors
  • Ability to operate independently and deliver value quickly within a collaborative team structure.
  • Strong balance of strategic thinking and execution discipline
  • Ability to simplify complexity for executive audiences
  • Strong follow-through and attention to timelines, deliverables, and quality
  • Practical application of AI to real workflows
  • Sound judgment in navigating organizational dynamics
  • Ability to build effective working relationships across functions and stakeholders


This position will require work in our Headquarters office in Lake Mary, FL 40% of the time.

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