Senior Manager, Strategy & Initiatives

About the role

The Learning & Coaching team is responsible for empowering our Branch and sales professionals to build trusted relationships and deliver modern wealth management to our clients through world-class learning and coaching experiences. This role plays a critical part in ensuring we provide a world-class learning journey that attracts, develops and retains top talent, empowers professionals to deepen client relationships, embraces modern wealth management and drives meaningful client outcomes.

Responsibilities

• Executive Storytelling and Communications: Influence leaders, partners and peers through both verbal and written (PowerPoint) communications to gain alignment on key decisions, strategic roadmap and priorities, and initiative launch timelines.
• Strategy Development and Execution: Design the end-to-end strategy and experience for learning and coaching across all roles in our Branch Network. Set a vision and roadmap to get there, in partnership with key stakeholders and team members.
• Large Initiative Program Management: Provide strategic project leadership across key initiatives, including development of project plans and timelines, day-to-day project management, executive updates, stakeholder feedback and performance measurement.

Requirements

• Bachelor’s degree
• 7+ years relevant experience
• 5+ years in strategy and communications roles
• Advanced proficiency in PowerPoint
• Demonstrated ability to create clear, executive-ready presentations and storytelling materials
• Corporate strategy experience
• Financial Services industry experience

Qualifications

• Master’s degree preferred
• 7+ years of experience in strategy and communications roles
• Experience in financial services industry
• Advanced proficiency in PowerPoint
• Proven ability to create clear, executive-ready presentations and storytelling materials
• Strong project management skills
• Excellent communication and interpersonal skills

Skills

• Storytelling and executive communication
• Planning and executing large & complex projects
• Structured problem solving and decision support
• Bias for action and adaptability
• Demonstrated experience building relationships with a diverse range of partners and working with cross-functional teams to design and deliver initiatives

Benefits

• 401(k) with company match and Employee stock purchase plan
• Paid time off, 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

Pay

Base salary (range posted) plus bonus or incentive opportunities.

Schedule

Work on-site 4 days a week in the specified locations: Austin-TX, Lone Tree-CO, Omaha-NE, Phoenix-AZ, Westlake-TX.