We are seeking a highly organized, proactive, and detail-oriented Strategic Operations Consultant to support the Head of Operations Strategy, Insights & Performance Optimization. This role functions as a central point of coordination across leadership strategic priorities, executive level materials, and key operational deliverables. The ideal candidate is highly organized and excels at managing multiple work efforts and competing priorities, synthesizing information for executive audiences, and ensuring alignment across stakeholders both within and outside of Operations. The Team Operations Strategy Insights & Performance Optimization (SIPO) serves as the nerve center for Operations supporting our strategy, identifying issues, providing insights, and driving tangible solutions and actions to ensure we drive the right outcomes for customers, advisors, and talent. We achieve this through data-informed decisions, best-in-class partnership and proactive thought leadership. The Impact In this role, you operate as a central connector and driver of execution for senior leadership priorities—ensuring critical deliverables are aligned, insights are clear, and strategic initiatives move forward with discipline and focus. You bring structure to complexity, translating business needs into actionable plans, aligning stakeholders across functions, and enabling leaders to make informed decisions. You elevate the effectiveness of the leadership team by strengthening communication, driving key planning cadences, and ensuring seamless execution of high-priority initiatives.
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Job Type
Full-time
Career Level
Senior