ISG Business Enablement & Operational Excellence Manager
About The Position
The Business Enablement and Operational Excellence Manager supports strategic initiatives across Wealth Management, with a focus on Operational Excellence, Pricing Strategy & Analytics, and AI Innovation. The role partners with Operations, MLSN, and business stakeholders to identify opportunities to improve processes, enhance advisor and client experiences, mitigate risk, and deliver analytics-driven insights that support business growth and informed decision-making. The position combines strategic thinking, analytical rigor, and cross-functional collaboration to drive operational improvements, support pricing initiatives, and advance adoption of Artificial Intelligence tools and capabilities across the organization. It supports the development and execution of strategic initiatives and processes aligned to functional and business priorities, working closely with stakeholders and internal partners.
Requirements
- At least 5 years of experience in Wealth Management, Financial Services, Business Strategy, Operations, Analytics, Consulting, or a related field.
- Demonstrated ability to lead complex initiatives across multiple stakeholders and business functions.
- Strong analytical, problem-solving, and strategic thinking skills.
- Experience developing executive-level reporting, dashboards, and presentations.
- Familiarity with pricing strategy, business analytics, operational excellence methodologies, and process improvement.
- Knowledge of emerging Artificial Intelligence technologies and a strong interest in driving AI adoption and business transformation.
- Excellent communication, relationship management, and influencing skills.
- Ability to translate complex business challenges into practical, scalable solutions.
- Skills: Business Acumen, Critical Thinking, Customer and Client Focus, Result Orientation, Analytical Thinking, Collaboration, Oral Communications, Stakeholder Management, Adaptability, Innovative Thinking, Planning, and Prioritization.
Responsibilities
- Build and/or execute business initiatives and processes in partnership with stakeholders and partners.
- Solve complex problems and deliver business initiatives and processes using subject matter expertise and technical knowledge of the business.
- Engage with key stakeholders, partners, and business leadership to deliver business objectives.
- Perform analytics, assessments, and interpretation of data or information to identify business opportunities, derive insights, and measure outcomes.
- Develop strategic and tactical plans to advance business goals and objectives.
- Drive Operational Excellence initiatives with Operations, MLSN, and cross-functional stakeholders by identifying process inefficiencies, solving complex business challenges, improving client and advisor experiences, and mitigating operational risk.
- Support Wealth Management Pricing Strategy by developing analytics, reporting, and business insights to inform pricing decisions, monitor performance, and identify opportunities for growth and profitability.
- Deliver executive-level analytics and reporting for Wealth Management senior leadership, field executives, and Financial Advisors, translating complex data into actionable insights.
- Advance AI innovation and adoption by supporting initiatives, identifying AI use cases with business and support teams, promoting approved AI tools and resources, developing metrics and reporting, and helping drive efficiencies through technology solutions.
- Lead cross-functional problem solving with business leaders, operations teams, and support partners to assess issues and impacts and implement scalable solutions.
- Perform strategic business analysis to identify trends, evaluate performance, measure results, and uncover opportunities supporting business priorities and operational objectives.
- Support business transformation initiatives through project execution, stakeholder engagement, change management, and coordination across business partners.
- Develop executive communications and presentations that communicate findings, business impacts, recommendations, and progress against strategic goals.
Benefits
- Industry-leading benefits; specific benefit types are not listed.
- Access to paid time off.
- Eligible to participate in the annual discretionary incentive plan, with awards based on individual performance and behaviors, line of business or group performance and contributions, and the overall success of the Company.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
