Senior Manager, Field Operations

About the role

The Field Operations team is responsible for designing and implementing programs to deepen client relationships at scale across Retail sales channels. This role will serve as the program manager for the development and implementation of our Retail distribution and Trader CE partnership strategy designed to grow and enhance relationships and effectiveness.

Responsibilities

• Support the development and evolution of sales channel relationship models focused on the relationship and investment needs of workplace investors, including opportunities to partner with the Trader CE organization to strengthen connectivity across client-facing channels.
• Support the maturation of our Trader relationship model and referral-based sales teams by building strong working relationships with Trader leadership, senior leaders, and cross-functional partners.
• Provide program leadership and channel support across retail initiatives, including day-to-day management, project plans, meeting planning, executive updates, stakeholder feedback, performance measurement, and coordination with Trader CE partners.
• Liaise with partners firm-wide to represent business needs, gather perspective and consultation from subject matter experts, and connect dots across retail distribution to inform the development and seamless execution of solutions across the sales channel.
• Serve as a change agent and manage the implementation of strategic programs across field audiences, ensuring alignment between Trader CE, and broader Retail distribution priorities.

Requirements

• Detail-oriented with superior program management skills and the ability to multi-task and work efficiently to meet deadlines on an independent basis.
• Superior written and verbal communication skills, including being able to synthesize data, develop cohesive business cases and recommendations, influence partners, and create and deliver compelling presentations.
• Demonstrated experience building relationships and working with cross-functional teams to design and deliver client experience initiatives and making recommendations based on the needs of the business.
• Strong analytical and problem-solving skills.
• Ability to gain the respect and support of senior leadership, partners and peers. Ability to inspire action and influence without authority.

Qualifications

• Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
• Bachelor’s degree.
• 7+ years relevant experience.
• 5+ years in program or product management, strategy, Field Operations, communications, or client experience type roles preferred.
• Financial Services industry experience is required.

Benefits

• 401(k) with company match and Employee stock purchase plan.
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions.
• Paid parental leave and family building benefits.
• Tuition reimbursement.
• Health, dental, and vision insurance.