Retail Investment Associate supporting sales and client retention at Key Investment Services. Assisting Private Client Advisors with customer service and daily operations.
About the role
- Senior Director leading strategic transformation of workforce operations for enGen. Establishing frameworks for financial oversight and workforce planning with significant enterprise-level value.
Responsibilities
- Lead the strategic transformation and optimization of workforce operations across enGen
- Establish robust frameworks for tracking hours, managing financial allocations, and ensuring efficient resource deployment
- Partner closely with Business Operations function in Finance for key financial metrics, cost-benefit analyses, and ROI
- Develop and implement a comprehensive strategy for tracking all workforce hours and financial allocations
- Drive end-to-end transformation initiatives for workforce operations
Requirements
- 10 years of Management or leadership role
- 10 years of experience in two or more significant business or operational functions
- 10 years of experience with operations service monitoring technology for workforce planning capabilities
- 7 years of determining performance metrics, performance monitoring reports, remediation plans and related management controls
- 5 years of experience working or supporting a large financial segment
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Professional development opportunities
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