About The Position

The Senior Team Leader, Field Program Management, Engagement & Recognition leads segments of the firm's recognition and engagement programs, aligning them with firm-wide engagement strategies, organizational goals, and values. Reporting to the Director for Field Program Management (Activation and Engagement), this role fosters a culture of appreciation and engagement through innovative strategies and programming that enhance firm culture. The role leads Engagement Specialists and Coordinators focused on program design, management, and evaluation for event and recognition strategies. It provides leadership for current programs while identifying future enhancements, and partners with teams and leaders across the firm to deliver inclusive, effective engagement initiatives.

Requirements

  • Strong communication skills.
  • People leadership skills and experience.
  • Executive presence.
  • Program management experience.

Responsibilities

  • Lead formal and matrix teams in designing, implementing, and executing internal and external recognition programs and engagement strategies for field stakeholders, while identifying continuous improvements aligned with firm transformation.
  • Oversee annual program strategies that support employee engagement and advance field and organizational priorities aligned with firm values.
  • Ensure effective planning and delivery of event, engagement, recognition, and award programs and initiatives.
  • Collaborate with cross-functional and matrix teams to integrate programs, strategies, and processes into broader engagement efforts.
  • Monitor and evaluate program effectiveness, using data-driven insights to refine strategies.
  • Serve as a subject matter expert on recognition and engagement best practices and trends in the financial services industry.
  • Partner with leadership to ensure recognition and engagement initiatives are inclusive and equitable across the organization.
  • Manage budgets and resources for recognition and engagement programs.
  • Provide guidance, leadership, and training to engagement specialists and firm leaders on recognition, engagement, and event best practices.
  • Support firm-wide culture initiatives by aligning strategies with broader engagement goals.
  • Maintain compliance with internal policies and external regulations related to recognition programs.

Benefits

  • Medical and prescription drug coverage
  • Dental insurance
  • Vision insurance
  • Voluntary benefits, including accident, hospital indemnity, and critical illness coverage
  • Short- and long-term disability coverage
  • Basic life and basic AD&D coverage
  • 401(k) retirement plan
  • Health savings account
  • Flexible spending account
  • Ten paid holidays
  • 15 days of vacation for new associates beginning on January 1 of each year
  • Sick time
  • Personal days
  • Paid day for volunteerism
  • Potential eligibility for bonuses and profit sharing
  • Employee Assistance Program
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