About The Position

About the job: Provides program management expertise and consultation to business in order to meet department and cross department goals. Responsible for developing, maintaining, and revising program deliverables. Oversees business programs from initiation through rollout and ongoing program management. Accountable for driving programs with medium complexity. Program Management includes managing multiple different projects within a program / portfolio which incorporate multiple larger initiatives and overseeing programs / portfolios and initiatives which are ongoing. What You'll Do: Partners with field recruiters and leaders to integrate sourcing methods and referral systems into recruiting practices, while also consulting on and developing Advisor recruitment strategies , communications, and guidance to drive adoption of these initiatives. Translates best practices into practical, easy-to-understand training materials that enable consistent application at scale. Independently leads moderately sized, medium complexity programs or portfolios. Responsible for managing scope, risk, business value, schedule and budget. Assists in defining objectives to be accomplished by the program team and developing the program plan. Manages programs to ensure appropriate allocation of resources according to program objectives, specifications, deliverables, and changes. Drives for clarity on program objectives, priorities, and measures. Takes a broad perspective to anticipate, identify and recommend solutions for program needs. Develops strong relationships with business clients to manage program delivery expectations and implementation. manages the resources and vendors assigned to program by verifying progress and removing obstacles. Makes connections across teams to drive identification and managing of inter-dependencies. Facilitates clear and effective communication with stakeholders. Responsible for gathering and delivering metrics required by the program. Uses data to make successes and challenges visible, and to drive insights and action plans to continually adjust and pursue program goals. Leveraging tools and techniques to enable end-to-end value delivery and the best ongoing rollout and ongoing experience. Builds and maintains strong depth and breadth of industry and company initiatives, products, etc in order to incorporate knowledge in to program objectives. Develops, maintains and updates program related materials and resources, ensuring accuracy, consistency and accessibility. Understands the key business drivers as they relate to the programs. Conduct analysis to identify scope and nature of program deliverables; programs are intended to solve a department or business need.

Requirements

  • Bachelor’s Degree with an emphasis in, Business, Project Management or related field preferred OR a significant amount of directly related work experience beyond the minimum required for the position
  • Minimum 5 years of related experience to include driving strategy, leading complex work, project analysis, design, documentation, project/support management.
  • Deep Understanding of Advisor Attraction, Sourcing, and Selection Practices
  • Minimum of 3 years of experience recruiting for Field/Financial Advisor/Financial Representative
  • Ability to work with general direction to scope, plan and manage cross-department or multi-department programs
  • Experience and demonstrated ability to lead and manage complex assignments.
  • Ability to prioritize work and handle multiple tasks simultaneously, work under pressure and meet tight deadlines.
  • Seen as a team player and is supportive of group decisions and ideas.
  • Written and oral communications skills with the ability to build rapport within the company, field and /or outside vendors.
  • Proven ability to develop engaging and professional content that effectively communicates key messages.
  • High degree of personal initiative and motivation.
  • Experience with project methodology through project life cycle phases

Responsibilities

  • Partners with field recruiters and leaders to integrate sourcing methods and referral systems into recruiting practices, while also consulting on and developing Advisor recruitment strategies , communications, and guidance to drive adoption of these initiatives.
  • Translates best practices into practical, easy-to-understand training materials that enable consistent application at scale.
  • Independently leads moderately sized, medium complexity programs or portfolios.
  • Responsible for managing scope, risk, business value, schedule and budget.
  • Assists in defining objectives to be accomplished by the program team and developing the program plan.
  • Manages programs to ensure appropriate allocation of resources according to program objectives, specifications, deliverables, and changes.
  • Drives for clarity on program objectives, priorities, and measures.
  • Takes a broad perspective to anticipate, identify and recommend solutions for program needs.
  • Develops strong relationships with business clients to manage program delivery expectations and implementation.
  • manages the resources and vendors assigned to program by verifying progress and removing obstacles.
  • Makes connections across teams to drive identification and managing of inter-dependencies.
  • Facilitates clear and effective communication with stakeholders.
  • Responsible for gathering and delivering metrics required by the program.
  • Uses data to make successes and challenges visible, and to drive insights and action plans to continually adjust and pursue program goals.
  • Leveraging tools and techniques to enable end-to-end value delivery and the best ongoing rollout and ongoing experience.
  • Builds and maintains strong depth and breadth of industry and company initiatives, products, etc in order to incorporate knowledge in to program objectives.
  • Develops, maintains and updates program related materials and resources, ensuring accuracy, consistency and accessibility.
  • Understands the key business drivers as they relate to the programs.
  • Conduct analysis to identify scope and nature of program deliverables; programs are intended to solve a department or business need.
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