Senior Associate, Program Management
Drive operational efficiency and process optimization as a liaison between business units. Lead cross-functional initiatives, develop roadmaps, and leverage data to improve systems and scalability in financial services.
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
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