Job Description
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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)
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