The pathway
How you actually get there, here
How you become one varies far more by country than what one does. This is the UK route. Most people take one of these ways in; the right one depends on where you're starting from.
- 1
Internal Promotion from Senior Manager / Principal, Corporate Strategy (L5)
3-5 years at L5Skills to master
- Leading multiple strategic initiatives simultaneously, developing a strong strategic thesis for a specific market, managing a team of managers, and consistently presenting to senior leadership.
You're ready to move on when
- Successfully led 3+ significant strategic projects or deals from end-to-end.
- Consistently received positive feedback on leadership and strategic influence from C-Suite.
- Demonstrated ability to mentor and develop junior managers and their teams.
- Developed a clear vision for the future of a specific strategic domain.
- 2
Investment Banking Vice President (VP) / Director
12-15 years in bankingSkills to master
- Transitioning from advisory to principal role, understanding internal corporate dynamics, building and leading an in-house team, and integrating deals post-close (which bankers rarely do).
You're ready to move on when
- Experience leading deal execution for multiple M&A transactions.
- Strong client management and negotiation skills.
- A desire to move from transaction-focused work to long-term strategic impact.
- Ability to adapt to a corporate culture versus a purely advisory one.
- 3
Private Equity Principal / Vice President
10-15 years in PESkills to master
- Adapting from an investor mindset to an operator mindset, focusing on integration and long-term value creation within a single company, and navigating internal corporate politics.
You're ready to move on when
- Proven track record in deal sourcing, due diligence, and portfolio management.
- Strong financial acumen and valuation expertise.
- A desire for deeper operational involvement and building within a single organisation.
- Experience working closely with management teams on strategic initiatives.
- 4
Strategy Consulting Principal / Partner
12-18 years in consultingSkills to master
- Moving from project-based recommendations to direct ownership and execution of strategic initiatives, building and managing a permanent in-house team, and navigating corporate politics rather than advising from the outside.
You're ready to move on when
- Experience leading large-scale strategic projects for corporate clients.
- Strong analytical and problem-solving skills.
- Ability to influence senior executives and drive organisational change.
- A desire to move from advisory to a hands-on leadership role with direct P&L impact.