Business Operations Specialist, Senior

Capital Group • Los Angeles, CA

4d

About The Position

As a Sr. Business Operations Specialist, you will work closely with senior business leaders and key stakeholders to draft and facilitate key components of the annual business planning process while supporting execution and delivery of initiatives. You will work closely with business partners to define, draft, and manage business updates and reporting packages to highlight progress to priorities, sales results, and other KPIs. This role will focus on supporting the Private Client Services (PCS) Client Group but may also have responsibilities in the broader NACG organization. You will work closely with senior business managers to lead business communication and associate engagement across NACG, including coordinating and executing town halls, and support resource management (such as budget management) in a consistent and scale-able way across NACG business units. And you will have an opportunity to provide project management and business support for initiatives across NACG to optimize business processes, operations, and make progress against NACG’s priorities.

Requirements

• You have a bachelor’s degree, with 5+ years of experience.
• Experience in Financial Services/Asset Management industry preferred.
• You have the proven ability to work collaboratively across senior leadership and cross functional teams towards the achievement of a common goal.
• Excellent communication, presentation, persuasion, and interpersonal skills.
• You have an analytical mindset with the ability to use data to inform decisions and measure success.
• Proven ability to work in a fast-paced, dynamic environment and adapt to changing priorities.
• You have experience drafting and managing business updates for different audiences and levels of management.
• You have experience identifying key performance indicators (KPI) and using them to measure progress of initiatives and the overall business.
• You have demonstrated the ability to write clearly, succinctly, and to synthesize large amounts of information into insightful/actionable takeaways.
• You have the ability to problem solve and develop clear and comprehensive recommendations on matters of strategy and execution, clearly articulating them in a convincing way.

Nice To Haves

• Experience in Financial Services/Asset Management industry preferred.

Responsibilities

• Work closely with senior business leaders and key stakeholders to draft and facilitate key components of the annual business planning process while supporting execution and delivery of initiatives.
• Work closely with business partners to define, draft, and manage business updates and reporting packages to highlight progress to priorities, sales results, and other KPIs.
• Focus on supporting the Private Client Services (PCS) Client Group but may also have responsibilities in the broader NACG organization.
• Work closely with senior business managers to lead business communication and associate engagement across NACG, including coordinating and executing town halls
• Support resource management (such as budget management) in a consistent and scale-able way across NACG business units.
• Provide project management and business support for initiatives across NACG to optimize business processes, operations, and make progress against NACG’s priorities.

Benefits

• competitive salary
• bonuses and benefits
• company-funded retirement contribution
• generous time-away and health benefits from day one, with the opportunity for flexible work options
• 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
• on-demand professional development resources that allow you to hone existing skills and learn new ones
• individual annual performance bonus
• Capital’s annual profitability bonus
• retirement plan where Capital contributes 15% of your eligible earnings

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 5,001-10,000 employees