Strategic Finance Manager at Eight Sleep leading financial planning and reporting. Focused on ownership of budgeting, forecasting, and cross - functional financial analyses.
About the role
- Investment Operations Director overseeing a team of specialists in financial services. Ensuring compliance, maintaining service levels, and supporting strategic initiatives for product offerings.
Responsibilities
- Oversee a team of Investment Specialists, Consultants, and Principals
- Demonstrate accountability, agility, and inclusion
- Support strategic initiatives for new product offerings
- Ensure processing service levels are consistently maintained
- Collaborate with the team to establish clear strategic and personal goals
- Provide feedback and partner with direct reports on developmental opportunities
Requirements
- High School Diploma
- Series 7 and Series 24 licenses required at time of application
- 5+ years Financial Services / Investments experience
- 1+ year leadership or 1:1 coaching/mentoring experience
- Strong analytical/Problem solving skills
- Strong written, verbal, and interpersonal communication skills
- Listening skills
- Organization navigation skills
- Time Management (multi-tasking SME in multiple functions and proficient in most functions)
Benefits
- Regular meetings with the MMLIS In-Force Operations Team
- Focused one-on-one meetings with your manager
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups
- Access to learning content on Degreed and other informational platforms
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