Manager, Strategy & Initiatives

The Field Operations team is responsible for designing and implementing programs that support the evolution of our client relationship models across our mass affluent, high-net-worth and ultra-high-net-worth client segments. The team provides support and insight to deliver best practices, scale, and enhanced sales effectiveness across Retail sales channels.  Responsibilities include but are not limited to:  

• Support the design, documentation, and implementation of scalable and automated solutions for Practice Assignment and Branch Information Change processes, with a focus on accuracy, efficiency, and repeatability. 

• Assist with day‑to‑day execution of strategic initiatives, including project tracking, documentation, stakeholder coordination, and status updates regarding Practice Assignment. 

• Partner with cross‑functional teams across Sales, Technology, and Operations to gather requirements, incorporate subject‑matter expertise, and support alignment across initiatives. 

• Contribute to executive‑ready materials by synthesizing findings into clear insights and recommendations. 

• Develop and maintain recurring and ad‑hoc reporting, including data validation, documentation, ETL support, and continuous improvement of analytics processes. 

• Conduct analytical work to help answer key business questions related to practice assignment, sales effectiveness, and operational performance. 

• Work with stakeholders to understand business problems, design solutions, and draft clear requirements documentation to support development and delivery. 

• Build and support automation and low‑code solutions (e.g., Power Automate, Power Apps) to reduce manual effort and improve process reliability. 

• Partner with technology and data teams to support solutions leveraging modern data architecture, cloud databases, and version‑controlled development practices. 

• Manage and support ad-hoc strategy projects, investigating / answering critical questions for senior executives around practice assignment  

• Hands‑on experience with following: 

• Python  

• SQL 

• GitHub 

• Accessing data through cloud databases such as BigQuery 

• Working in agile or scrum‑based environments 

• Low code tools such as Power Automate and Power apps 

• A client-centric focus that keeps clients in the forefront of decisions and connects plans and actions to our purpose of serving investors and branch network personnel. 

• Demonstrated experience building relationships and working with cross-functional teams to design and deliver client experience initiatives, including evaluating opportunities and making recommendations based on the unique needs of the business. 

• A passion for proactively seeking opportunities to make improvements, gain efficiencies and meet unknown needs. 

• Develop creative solutions to reduce manual tasks including scripting, reporting, and process improvement. 

• Ability to partner with technology and data teams to execute complex projects. 

• Understand data architecture, tools, and applications with the ability to do data modeling, SQL/Big Query 

• Bachelor’s degree with 3+ years relevant experience 

• 3+ years in analytics, strategy, and/or data science is preferred. 

• 3+ years of coding (SQL, Python, etc.) is preferred. 

• Financial Services industry experience is preferred  

• Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship