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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
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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)
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