Full-Time Sr Program Specialist, Program Management

• Independently manage and execute Growth programs including scope and requirements, roadmaping, daily support tasks, reporting and strategy evolution
• Identify and recommend program improvements
• Ensure tasks are handled in a timely and accurate manner
• Educate and socialize team on programs and provide feedback to leadership
• Own status updates, facilitate workstreams on time and on budget
• Collaborate and communicate with key stakeholders and deliver status updates
• Gather and organize data to support projects, find opportunities to refine data
• Execute operational tasks designed to support Growth collective

• Compile & deliver program results reporting
• Business analysis to support process development and evolution
• Requirement gathering & data analysis needed to define and document new/existing processes
• Coordination and collaboration with business stakeholders
• Investigate issues within Growth collective and company processes to identify root cause and resolutions
• Define and implement a structured approach to Growth files, documents, and processes
• Document standard procedures inclusive of best practices
• Develop a clear support hierarchy for Growth processes and procedures
• Improve processes and tools utilized within the Growth Org

• Bachelor's Degree (or equivalent experience) in business; marketing, economics or related
• 8+ years sales & marketing operations experience, preferably in financial services
• Knowledge of broker-dealer and custodial platforms and investment products
• Exceptional oral, written and presentation skills
• Ability to train and coach others
• Superior verbal and written communication skills
• Proficient with Microsoft Office Suite or related software
• Familiarity with Salesforce and Support Org functionality

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