Senior Associate, Program Management

What Will You Be Doing?

Strategic Partnership & Stakeholder Engagement

• Serve as a key liaison across business units (sales, finance, service, compliance) to assess the operational impact of new products and opportunities, including Special Project and PEP
• Influence cross-functional decision-making by providing data-driven insights and recommendations

Operational & Systems Strategy

• Lead the development of scalable, efficient processes by analyzing business needs and translating them into actionable system and operational requirements
• Drive alignment between business objectives and technology solutions

Roadmap Development & Execution

• Help drive the managing and updating of a long-term solution roadmap
• Ensure initiatives are effectively prioritized based on business impact, operational feasibility, and strategic goals

Continuous Process & System Optimization

• Oversee the ongoing evaluation, analysis, and refinement of system requirements and business processes
• Ensure seamless implementation of updates while mitigating operational risks

Governance & Documentation

• Establish and maintain best-in-class documentation standards for internal and external use
• Lead the formalization and communication of requirements, ensuring clarity and alignment across teams

Data-Driven Decision-Making

• Leverage data analytics and reporting to identify inefficiencies, emerging trends, and areas for process optimization
• Provide actionable insights to drive efficiency, scalability, and business performance

Requirements

The Necessities

• Proven experience in business operations, process optimization, or systems strategy, preferably in a leadership capacity
• Strong ability to translate complex business challenges into actionable operational and system improvements
• Demonstrated success in managing cross-functional initiatives and influencing senior stakeholders
• Proficiency in leveraging data to drive decision-making and prioritization
• Exceptional communication and documentation skills, with a strong attention to detail
• Drive to lift up team members through collaboration, training, and coordination
• Love of learning and growth, to continue to level-up technical and softer skills
• Stakeholder Management: Collaborate with stakeholders to gather project requirements and provide teams with required input for implementation
• Demonstrated abilities to balance own workload with team needs; as well as to speak up and work with managers to prioritize projects when needed
• The ability to dig deep into the details of one product or process while keeping the big picture in mind
• Continued growth in industry and regulatory knowledge, to support prioritization efforts (balancing efficiency with regulatory requirements)
• Experience in the retirement, financial services or employee benefit industries

The Extras

• Understanding of the retirement and employee benefit industry
• Extensive knowledge of ERISA rules and requirements
• Familiarity with contracting, agreements and DocuSign
• Prior experience working in an agile or scrum framework

Compensation & Benefits

• Expected base salary range: $70K - $80K base
• Eligible to participate in the Company Bonus Pool
• Eligible to receive new hire equity in the Company
• Comprehensive health benefits
• Generous time off
• Competitive 401(k) plan