Head of Operations for FNBO's Wealth Division, overseeing operational excellence and transformation. Managing cross - functional teams to deliver exceptional client experiences and regulatory compliance.
About the role
- Lead cross-functional teams to enhance retention and growth strategies for Gartner’s largest clients. Oversee strategic initiatives and collaborate with senior leaders across the organization.
Responsibilities
- Lead cross-functionally to improve retention and growth within Gartner’s largest, most strategic accounts
- Lead a team of GRP associates focused on Global Accounts
- Coaching them to mitigate risk and support channel growth by aligning best-practice retention and growth plays to complex account scenarios
- Lead strategic projects and initiatives, with insights to the Operating Committee
- Influence senior leaders within Gartner, with regular interactions across Sales, Service, Conferences, Product and other business units
- Challenge team to innovate client-facing processes, deliverables, and advise on successful strategies to influence account team actions
Requirements
- Bachelors required, MBA or master’s degree preferred.
- 10+ years relevant business experience including successfully leading strategic transformation initiatives
- 4+ Business Transformation experience working with senior executives
- Previous leadership experience
- Strong connector of people, concepts, and applications.
- High energy and highly motivated individual; goal and results oriented
- Comfortable navigating ambiguity, driving clarity, and executing in a fast-paced, dynamic environment.
- Demonstrated ability to partner with and influence senior executives
- Strong and effective communication skills; ability to present to senior leaders and peers clearly
Benefits
- Annual bonus plan based on company and individual performance
- Uncapped sales incentive plan
- Generous PTO
- 401k match up to $7,200 per year
- Opportunity to purchase company stock at a discount
- World-class benefits
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Barista preparing and serving beverages and food at a specialty coffee shop. Delivering exceptional customer service and maintaining high standards of product knowledge.
Intern providing support in data entry and document logging for misroute cases at Teleport. Role focused on accuracy and supporting logistics operations in Southeast Asia.
Order Operations Specialist managing compliance and operational excellence for sales teams at Smartsheet. Analyzing complex deals and collaborating with cross - functional teams in a multinational environment.
Private Client Operations Intern assisting with process improvement and client engagement initiatives at Toyota Insurance. Focus on automation, data management, and operational efficiency within the insurance sector.
Senior Commercial Operations Contract Manager for GE Vernova, focusing on contract negotiations and risk management in energy solutions. Collaborating with cross - functional teams to ensure compliance and value creation.
Operations Executive supporting daily US polymer distribution operations at Tricon. Managing logistics, order processing, and ERP updates in a hybrid work environment.
Operational Excellence & Standards Leader improving service delivery and transformation initiatives for GE Vernova. Leading operational excellence and building a culture of continuous improvement across North America.
Transaction Management Ops Analyst at Bank of America responsible for securities settlement and transactions. Ensuring accuracy and compliance in financial operations and risk assessment.
Order Fulfillment Manager managing the fulfillment process in a global leader in materials engineering. Collaborating cross - functionally to ensure customer satisfaction and effective order management.