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Job description
Your Opportunity
The Field Operations team is responsible for designing and implementing programs that support the evolution of our client relationship models across our mass affluent, high-net-worth and ultra-high-net-worth client segments. The team provides support and insight to deliver best practices, scale, and enhanced sales effectiveness across Retail sales channels.Responsibilities include but are not limited to:
Support the design, documentation, and implementation of scalable and automated solutions for Practice Assignment and Branch Information Change processes, with a focus on accuracy, efficiency, and repeatability.
Assist with day‑to‑day execution of strategic initiatives, including project tracking, documentation, stakeholder coordination, and status updates regarding Practice Assignment.
Partner with cross‑functional teams across Sales, Technology, and Operations to gather requirements, incorporate subject‑matter expertise, and support alignment across initiatives.
Contribute to executive‑ready materials by synthesizing findings into clear insights and recommendations.
Develop and maintain recurring and ad‑hoc reporting, including data validation, documentation, ETL support, and continuous improvement of analytics processes.
Conduct analytical work to help answer key business questions related to practice assignment, sales effectiveness, and operational performance.
Work with stakeholders to understand business problems, design solutions, and draft clear requirements documentation to support development and delivery.
Build and support automation and low‑code solutions (e.g., Power Automate, Power Apps) to reduce manual effort and improve process reliability.
Partner with technology and data teams to support solutions leveraging modern data architecture, cloud databases, and version‑controlled development practices.
Manage and support ad‑hoc strategy projects, investigating / answering critical questions for senior executives around practice assignment
The ideal candidate will possess the following capabilities:
Hands‑on experience with following:
Python
SQL
GitHub
Accessing data through cloud databases such as BigQuery
Working in agile or scrum‑based environments
Low code tools such as Power Automate and Power apps
A client‑centric focus that keeps clients in the forefront of decisions and connects plans and actions to our purpose of serving investors and branch network personnel.
Demonstrated experience building relationships and working with cross‑functional teams to design and deliver client experience initiatives, including evaluating opportunities and making recommendations based on the unique needs of the business.
A passion for proactively seeking opportunities to make improvements, gain efficiencies and meet unknown needs.
Develop creative solutions to reduce manual tasks including scripting, reporting, and process improvement.
Ability to partner with technology and data teams to execute complex projects.
Understand data architecture, tools, and applications with the ability to do data modeling, SQL/Big Query
What you have
Bachelor’s degree with 3+ years relevant experience
3+ years in analytics, strategy, and/or data science is preferred.
3+ years of coding (SQL, Python, etc.) is preferred.
Financial Services industry experience is preferred
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship
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Worksite address
chicago, IL, 60290, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.