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Growth Program Manager - Remote

Posted 2 days ago
Project Management
Full Time
USA

Overview

This role involves supporting ongoing growth programs and processes, managing day-to-day execution of large scale program operations, overseeing program strategy evolution, researching and solving business challenges, aligning cross-functional stakeholders, and owning & executing various processes that support the broader growth organization.

In Short

  • Independently manage and execute Growth programs including scope and requirements, roadmaping, daily support tasks, reporting and strategy evolution
  • Identify and recommend program improvements
  • Ensure tasks are handled in a timely and accurate manner
  • Educate and socialize team on programs and provide feedback to leadership
  • Own status updates, facilitate workstreams on time and on budget
  • Collaborate and communicate with key stakeholders and deliver status updates
  • Gather and organize data to support projects, find opportunities to refine data
  • Execute operational tasks designed to support Growth collective, including marketing campaign processes, compliance & administrative processes, data cleanup, reporting and dashboarding support, and solicitor agreement processes
  • Compile & deliver program results reporting
  • Business analysis to support process development and evolution

Requirements

  • Bachelor's Degree (or equivalent experience) in business; marketing, economics or related
  • 8+ years sales & marketing operations experience, preferably in financial services
  • Knowledge of broker-dealer and custodial platforms and investment products
  • Exceptional oral, written and presentation skills
  • Ability to train and coach others
  • Superior verbal and written communication skills
  • Proficient with Microsoft Office Suite or related software
  • Familiarity with Salesforce and Support Org functionality
  • Experience with Workday preferred

Benefits

  • Training and professional development
  • Medical, dental and vision coverage (Available to employees and their families)
  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
  • Life and AD&D insurance – employer paid and voluntary options
  • Short-term and long-term disability, workers compensation – employer paid
  • 401k with match and profit sharing
  • Wellness programs and resources
  • Voluntary benefits, including pet insurance
  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  • 12 paid holidays each year (10 pre-determined and 2 floating days)
  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Wealth Enhancement Group logo

Wealth Enhancement Group

Wealth Enhancement Group, LLC is an independent wealth management firm dedicated to enriching the lives of its clients through personalized financial planning. Established in 1997, the company employs innovative team-based processes, such as Roundtable and UniFi, to deliver unique financial plans and investment management services to over 61,000 households across more than 100 offices nationwide. With a commitment to raising the standard of wealth management, Wealth Enhancement Group combines specialized knowledge with attentive service to help clients craft their financial futures.

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