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Strategic Planning Associate Jobs in Rochester, NY

... strategic planning to achieve project success and quality outcomes What You Must Have - Bachelor ... Azure Solutions Architect Expert, Azure Data Engineer Associate, Snowflake Core, Snowflake ...

Tax Senior Associate

Rochester, NY · On-site

$69K - $90K/yr

Tax Planning & Advisory * Provide proactive, strategic tax planning and consulting for clients ... Supervise, mentor, and review the work of tax associates and interns. * Provide guidance and on-the ...

Tax Senior Associate

Rochester, NY · On-site

$69K - $90K/yr

Tax Planning & Advisory * Provide proactive, strategic tax planning and consulting for clients ... Supervise, mentor, and review the work of tax associates and interns. * Provide guidance and on-the ...

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Area Sales Manager

Rochester, NY · Remote

$90K - $100K/yr

The associate in this position receives limited supervision from the National Sales Manager ... strategic planning information which would compromise the company if disclosed. Physical ...

Program Manager

Rochester, NY · On-site

$63K - $65K/yr

... strategic planning and agency leadership initiatives. · Collaborates with internal and external ... Minimum Qualifications · Associate degree with 5 years of paid human services experience, or · ...

ARMED SECURITY OFFICER

Rochester, NY

$17.25 - $22/hr

... associates, and responding to emergency situations. All duties listed below are minimum ... Strategic Planning: Effective engagement, communication, planning and execution of daily patrol ...

ARMED SECURITY OFFICER

Rochester, NY

$17.25 - $22/hr

... associates, and responding to emergency situations. All duties listed below are minimum ... Strategic Planning: Effective engagement, communication, planning and execution of daily patrol ...

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Strategic Planning Associate information

See Rochester, NY salary details

$38.5K

$71.8K

$149.1K

How much do strategic planning associate jobs pay per year?

As of Jun 14, 2026, the average yearly pay for strategic planning associate in Rochester, NY is $71,777.00, according to ZipRecruiter salary data. Most workers in this role earn between $57,700.00 and $80,400.00 per year, depending on experience, location, and employer.

Is strategic planning a good career?

Strategic planning is a valuable career for professionals who enjoy analyzing data, developing long-term goals, and working with cross-functional teams. Roles like Strategic Planning Associate often require strong analytical skills, business acumen, and proficiency with tools such as Excel or PowerPoint. It offers opportunities for advancement into management and leadership positions across various industries.

What are the 5 P's of strategic planning?

The 5 P's of strategic planning are Purpose, Philosophy, Policies, Programs, and Plans. These elements help organizations, including strategic planning associates, develop comprehensive strategies by defining objectives, guiding principles, operational guidelines, initiatives, and actionable steps. Understanding these components supports effective decision-making and goal alignment within strategic initiatives.

What are the key skills and qualifications needed to thrive as a Strategic Planning Associate, and why are they important?

To thrive as a Strategic Planning Associate, you need strong analytical skills, business acumen, and a relevant degree in business, finance, or a related field. Familiarity with data analysis tools such as Excel, PowerPoint, and business intelligence platforms, as well as experience with strategic planning frameworks, is often required. Excellent communication, critical thinking, and collaboration skills help you effectively present insights and work across departments. These skills are crucial for developing actionable strategies that drive organizational growth and ensure informed decision-making.

What is the difference between Strategic Planning Associate vs Business Analyst?

AspectStrategic Planning AssociateBusiness Analyst
Required CredentialsBachelor's degree in Business, Finance, or related field; some roles prefer certifications like CBAPBachelor's degree in Business, Finance, or related field; certifications like CBAP or PMI-PBA are common
Work EnvironmentCorporate strategy teams, consulting firms, or corporate planning departmentsBusiness units, consulting firms, or corporate departments analyzing processes and data
Employer & Industry UsageUsed in corporate strategy, consulting, and finance sectorsCommon across finance, technology, healthcare, and consulting industries

While both roles involve analysis and strategic thinking, a Strategic Planning Associate focuses on developing long-term strategies and corporate plans, whereas a Business Analyst concentrates on analyzing business processes and data to improve efficiency. The roles often overlap but differ in scope and focus, with the associate more involved in strategic initiatives and the analyst in operational improvements.

What does a strategic associate do?

A strategic planning associate supports the development and implementation of business strategies by analyzing market trends, data, and internal operations. They often collaborate with teams to identify growth opportunities, create strategic plans, and use tools like Excel or data analysis software to inform decision-making.

What are some common challenges faced by Strategic Planning Associates when working with cross-functional teams?

Strategic Planning Associates often collaborate with teams from various departments, such as finance, marketing, and operations. A common challenge is aligning different stakeholders’ priorities and ensuring everyone is on the same page regarding strategic objectives. Effective communication and strong interpersonal skills are essential to bridge gaps, facilitate consensus, and drive strategic initiatives forward. Navigating competing interests and managing timelines can also be demanding, but these experiences build valuable problem-solving and leadership skills.

What does a Strategic Planning Associate do?

A Strategic Planning Associate supports an organization's long-term goals by conducting research, analyzing data, and helping develop business strategies. They work closely with senior management to identify opportunities for growth and improvement, prepare presentations, and track the progress of strategic initiatives. Their role often involves market analysis, competitor benchmarking, and financial modeling to inform decision-making. Strategic Planning Associates play a key part in ensuring the organization stays competitive and aligned with its objectives.

What jobs pay 2000 a day?

In the field of strategic planning, high-paying roles such as senior strategy consultants, executive advisors, or management consultants can earn around $2,000 per day, especially with extensive experience, specialized skills, and working for top firms. These positions often require advanced degrees, certifications, and a strong track record of delivering value to clients or organizations.
What are the most commonly searched types of Strategic Planning jobs in Rochester, NY? The most popular types of Strategic Planning jobs in Rochester, NY are:
What are popular job titles related to Strategic Planning Associate jobs in Rochester, NY? For Strategic Planning Associate jobs in Rochester, NY, the most frequently searched job titles are:
What job categories do people searching Strategic Planning Associate jobs in Rochester, NY look for? The top searched job categories for Strategic Planning Associate jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Strategic Planning Associate jobs? Cities near Rochester, NY with the most Strategic Planning Associate job openings:
Commercial Lines Senior Client Manager

Commercial Lines Senior Client Manager

World Insurance Associates, LLC.

Pittsford, NY • On-site

$61K - $75K/yr

Full-time

Retirement

Posted 4 days ago


World Insurance Associates rating

8.6

Company rating: 8.6 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

74th of 261 rated insurance


Job description

Company Overview 
World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.  
Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. 
Position Summary  
The Senior Client Manager independently serves as the primary service contact for a book of select commercial clients and is responsible for client satisfaction and strategic planning. This position is expected to consistently provide excellent customer service leadership to accounts, as well as represent client needs and goals within the organization to ensure quality. 
Primary Responsibilities 
  • Evaluates exposures, obtains quotes, review, negotiate and finalize quotes  
  • Obtains information from client, analyzes risk, and applies technical expertise/knowledge to make recommendations.  
  • Determines Markets within Core Carrier Strategy  
  • Creates solutions and make recommendations in preparation for the strategy meeting with Client Advisor.  
  • Creates complete carrier submission and submits  
  • Obtains signed binding and notifies carriers  
  • Reviews binding documents for accuracy  
  • Contract Reviews  
  • Set up and maintain accurate account details, contacts, and policy information in EPIC  
  • Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance  
  • Attach, organize, and name documents in EPIC  
  • Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc.  
  • Create activities in EPIC and assign to applicable team member  
  • Maybe responsible for ordering loss runs, generating proofs and endorsement and audit review.  
 
Work Experience  
  • 3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages  
 
Professional Licenses/Certifications 
  • Must hold state Property & Casualty insurance license  
 
Essential Skills/Competencies 
  • Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products. 
  • Able to understand new technology platforms quickly.  
  • Proficient in agency management systems (EPIC) and carrier sites. 
  • Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues.  
  • Maintains effective relationships with clients, co-workers, and colleagues.  Viewed as a team player and is cooperative and collaborative 
  • Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs.   
  • Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.  
  • Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects. 
  • Able to solve difficult problems that are not routine, but not overly complex.   
  • Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them.  
  • Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service.  
 
Education  
  • High School Diploma or equivalent experience.  
 
Physical Demands & Working Conditions  
Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. 
Equal Employment Opportunity 
 At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. 
To Executive Search Firms and Staffing Agencies
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. 
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