About

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Role Description

This role involves supporting ongoing growth programs and processes, managing day-to-day execution of large scale program operations, overseeing program strategy evolution, researching and solving business challenges, aligning cross-functional stakeholders, and owning & executing various processes that support the broader growth organization.

• Independently manage and execute Growth programs including scope and requirements, roadmaping, daily support tasks, reporting and strategy evolution
• Identify and recommend program improvements
• Ensure tasks are handled in a timely and accurate manner
• Educate and socialize team on programs and provide feedback to leadership
• Own status updates, facilitate workstreams on time and on budget
• Collaborate and communicate with key stakeholders and deliver status updates
• Gather and organize data to support projects, find opportunities to refine data
• Execute operational tasks designed to support Growth collective, including but not limited to:
  • Marketing campaign processes
  • Compliance & administrative processes
  • Data cleanup
  • Reporting and dashboarding support
  • Solicitor agreement processes
• Compile & deliver program results reporting
• Business analysis to support process development and evolution
• Requirement gathering & data analysis needed to define and document new/existing processes
• Coordination and collaboration with business stakeholders
• Investigate issues within Growth collective and company processes to identify root cause and resolutions
• Define and implement a structured approach to Growth files, documents, and processes
• Document standard procedures inclusive of best practices
• Develop a clear support hierarchy for Growth processes and procedures
• Improve processes and tools utilized within the Growth Org (i.e. Wistia, Wrike, FMG, Salesforce, Marketing Cloud) and define guidelines and standards where applicable
• Promote understanding and use of processes and tools

Qualifications

• Bachelor's Degree (or equivalent experience) in business; marketing, economics or related
• 8+ years sales & marketing operations experience, preferably in financial services
• Knowledge of broker-dealer and custodial platforms and investment products
• Exceptional oral, written and presentation skills
• Ability to train and coach others
• Superior verbal and written communication skills
• Proficient with Microsoft Office Suite or related software
• Familiarity with Salesforce and Support Org functionality
• Experience with Workday preferred

Requirements

• Proven record of project and program management success
• Driven, self-motivated, adaptable, and comfortable working in a fast-evolving environment
• Skilled at efficiently executing operational processes while managing a high-volume of program planning, stakeholder management, and change management

Benefits

• Training and professional development
• Medical, dental and vision coverage (Available to employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)