Financial Services Representative servicing retirement and benefit plans with exceptional client care and investment advice. Requires navigating complex inquiries and manipulating multiple systems.
About the role
- Strategic Planning Manager at Guild collaborating with leadership to design and execute business strategy. Identifying opportunities and driving process improvements across the organization.
Responsibilities
- Collaborate with leadership and cross-functional partners to develop long range strategy, annual operating plans, and KPIs across the business.
- Lead cross-functional initiatives to improve our systems, processes, and reporting.
- Structure Guild’s Rhythm of Business (RoB) for the leadership team, including monthly and quarterly business reviews.
- Support preparation for our Quarterly Business Reviews and Board of Directors meetings.
- Analyze business and performance trends to provide actionable insights and decision support to Guild’s leadership team, and translate strategy into effective execution.
Requirements
- 4+ years of relevant work experience in a related role, including management consulting, corporate strategy, business operations, or strategic planning
- Strong experience in data analysis, financial modeling, business process optimization, and developing executive level presentations
Benefits
- Access to low-cost, high-quality health care options through Cigna and Kaiser (due to coverage limitations, Kaiser is currently only available in CA & CO)
- Access to a 401k to help save for the future
- Vacation policy to rest and recharge
- 8 days of fully-paid sick leave, to take the time to heal and or recover
- Family-friendly benefits, including 12 weeks of parental leave for non-birthing parents and 18-20 weeks for birthing parents; 4-week ramp-up period for when employees return from a leave of 6 weeks or more; as well as employer-paid short-term and long-term disability, employer-sponsored life insurance, fertility and caregiving benefits.
- Well-rounded wellness benefits including free and low cost mental health resources and financial wellbeing support services
- Education benefits and tuition assistance to help your future development and growth
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