Associate, Strategy & Operations

Enterprises • Bentonville, AR

3d • $104,000 - $130,000

About The Position

Provide foundational research, analysis, and coordination across cross-functional initiatives, building experience and enabling timely, data-driven decisions for leaders. In this role, you will support the execution of cross-functional projects through research, analysis, and coordination. You will assist senior staff with governance, planning, and household operational activities while building foundational skills. You will also contribute to the adoption of enterprise systems and processes that improve efficiency and collaboration across teams.

Requirements

• Strong analytical, research, and writing skills.
• Ability to manage multiple tasks with strong organizational skills.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Strong attention to detail and ability to meet deadlines.
• Bachelor’s degree required.
• 0–2 years of experience, ideally in strategy consulting, financial services, or professional services.

Nice To Haves

• Familiarity with wealth, investment, and liquidity concepts.
• Exposure to family office, philanthropy, or mission-driven organizations.
• Experience using analytical tools or data visualization platforms.
• Internship or project experience in consulting or professional services.

Responsibilities

• Support execution of cross-functional projects across WEI, contributing analysis, research, and coordination.
• Conduct quantitative and qualitative analysis to inform organizational and household operational priorities.
• Assist in preparing materials for governance (e.g., Board decks, principal briefings) under direction from senior team members.
• Provide logistical and analytical support for annual planning, strategy tracking, and enterprise processes.
• Contribute to household operational projects by coordinating with stakeholders and supporting implementation.
• Work closely with Senior Associates and Leads, learning from feedback and contributing to team deliverables.
• Support the use and integration of enterprise systems in day-to-day workflows.

Benefits

• We offer a comprehensive and generous benefits package which includes medical, dental, and vision insurance, a 401(k) retirement plan and paid time off.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level