What is the Position?
Evercore is seeking a Director / Vice President, Enterprise Strategy to own the Enterprise Strategy vertical within Global Technology’s Strategy team. This role runs the firm’s annual technology investment planning cycle end to end and builds and maintains the three-year technology roadmap, the strategic choice sets and the enterprise investment themes that shape how technology capital is allocated.
The role translates business priorities and technology opportunities into a coherent, costed multi-year plan. The ideal candidate will combine consulting-style structured problem solving with practical technology fluency and the ability to engage senior stakeholders across business, technology, Finance and operations. The title is shown as Director / Vice President to allow banding flexibility; experience ranges are indicative and may flex for exceptional candidates.
Primary Responsibilities:
Responsibilities include, but are not limited to the following:
Annual Investment Planning Cycle
- Own the end-to-end planning calendar, from the annual strategy refresh through to investment approval.
- Consolidate and challenge technology demand across the firm.
- Run the strategy refresh and annual theme reset with the CIO.
- Produce the budget-ready investment plan for committee approval.
Strategic Choice Sets
- Frame options for every material investment decision.
- Support build / buy / partner assessments and the underlying options analysis.
- Carry a clear recommendation and articulate the reasoning behind it.
- Pre-wire options with sponsors before they reach committee.
3-Year Technology Roadmap
- Build and maintain the enterprise technology roadmap across infrastructure, cyber, data, AI and platforms.
- Sequence initiatives against capacity, dependency and risk constraints.
- Identify cross-functional dependencies, gaps and timing conflicts.
- Refresh the roadmap annually and re-baseline it quarterly.
Investment Themes
- Define the enterprise investment themes for each planning year.
- Ensure every budget request ladders into a named theme.
- Partner with Finance on theme-level allocation and trade-offs.
- Build concise investment narratives for major initiatives.
Specific Qualifications:
- 7–12 years of experience in strategy consulting, corporate strategy, technology strategy, or financial services technology or transformation. Experience in investment banking, capital markets, asset management or professional services is preferred.
- Prior exposure to CIO / CTO strategy, enterprise architecture or technology modernization is helpful.
- Strong structured problem-solving and options-framing skills, with the ability to reduce complex demand into a small number of clearly costed choices.
- Demonstrated ability to create executive-ready materials with minimal supervision.
- Strong business judgment and comfort operating directly with senior business, technology and Finance stakeholders.
- Technology fluency sufficient to challenge proposals credibly across infrastructure, cyber, data, AI and platforms, without being a deep engineer.
- Strong written communication and presentation development skills.
- Experience partnering with Finance on budgeting, allocation or capital planning is preferred.
- Bachelor’s degree required; advanced degree preferred.
Measures of Success:
- The annual planning cycle runs to calendar and delivers a budget-ready output.
- The three-year roadmap is adopted and actively used by technology leadership.
- Every material investment decision arrives at committee with a costed choice set.
- There is clear, demonstrable linkage between business priorities and technology investment.
- Executive understanding of technology trade-offs improves measurably.
Expected Base Salary Range: $175,000 - $210,000
This position requires valid United States work authorization and is not eligible for visa sponsorship.
In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus. Evercore also offers a variety of benefits and programs, subject to eligibility and availability. These include, but are not limited to:
- Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements accounts
- 401(k) Retirement Plan
- Life and disability insurance, including additional voluntary financial protection insurance
- Well-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health services
- Family-building and family-support benefits
- Paid parental, caregiver, marriage and bereavement leave
- Commuter benefits, health club membership discounts, and other corporate discounts
- Paid holidays, vacation days, personal days, sick days, and volunteer opportunities
About Evercore: Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East, and Asia. For more information, please visit www.evercore.com.
Inclusion and Equal Opportunity Employment: Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as “protected status”), in accordance with applicable federal, state and local laws.
