Business Operations Specialist, Senior

Capital Group•Los Angeles, CA

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.
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.
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.
Experience drafting and managing business updates for different audiences and levels of management.
Experience identifying key performance indicators (KPI) and using them to measure progress of initiatives and the overall business.
Demonstrated the ability to write clearly, succinctly, and to synthesize large amounts of information into insightful/actionable takeaways.
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.
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.