Customer Segment Consultant II
About The Position
This job is responsible for leading cross-functional initiatives aligned with enterprise strategy and goals, with accountability for strategic planning, execution, and oversight. This position serves as the subject matter expert responsible for the process design, governance, and execution of appointment strategy across the Financial Center Channel. Key responsibilities include driving process transformation, developing business cases, managing risk across workstreams, and ensuring integration across product, channel, and operations teams. Job expectations include influencing decisions, maintaining stakeholder relationships, overseeing change management, and delivering outcomes through governance and performance tracking.
Requirements
- 2+ years of experience in process design, project management, and execution with a focus in Financial Center Channel
- Demonstrated experience delivering complex, cross functional initiatives from planning through execution
- Strong understanding of end to end initiative lifecycle, including planning, delivery, governance, and controls
- Ability to translate business needs into documented processes, requirements, and execution plans
- Strong verbal and written communication skills, including experience creating executive level materials
- Proficiency in PowerPoint and Excel; ability to learn additional tools and systems as required
- Detail oriented, highly organized, and able to manage multiple concurrent priorities
- Self starter with the ability to operate effectively in a fast paced, ambiguous environments
Nice To Haves
- Experience supporting enterprise platforms, workflow tools, or performance management solutions
- Project management and facilitation experience across multiple stakeholders and lines of business
- Familiarity with regulated environments and governance frameworks
- Strong analytical, problem solving, negotiation, and influencing skills
- Ability to balance strategic thinking with hands on execution
Responsibilities
- Provides oversight and direction for multiple workstreams within enterprise initiatives, ensuring alignment with overall transformation goals and business strategy
- Defines workstream objectives, timelines, and deliverables, and lead disciplined execution to achieve measurable outcomes.
- Coordinates efforts across product, channel, and operations teams to ensure seamless integration and progress across workstreams
- Engages with senior leaders and executive stakeholders to influence priorities, maintain governance standards, and ensure accountability
- Drive innovation and support change leadership by identifying opportunities for improvement and fostering a culture of continuous transformation
Benefits
- Access to paid time off
- Resources and support to our employees
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
