Manager, Strategy & Initiatives

About the role

Your opportunity 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

• 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