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Manager, Field Operations (Data Analytics)

90 000 - 130 000$
Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Manager, Field Operations (Data Analytics): Designing, implementing, and optimizing field programs that improve sales effectiveness, operational scale, and advisor and client experiences across retail wealth management channels with an accent on quantitative and qualitative analysis, relationship model evolution, and performance measurement. Focus on developing business recommendations, building executive presentations and business cases, and driving strategic initiatives through implementation and adoption.

Location: Onsite in Westlake, TX; Austin, TX; Omaha, NE; Orlando, FL; or Chicago, IL

Salary: $90,000–$130,000 per year

Company

hirify.global provides investment products, financial services, and wealth management solutions for investors and their families.

What you will do

  • Design, implement, and optimize programs supporting client relationship models across mass affluent, high-net-worth, and ultra-high-net-worth segments.
  • Conduct qualitative and quantitative analyses, identify root causes, assess tradeoffs, and develop actionable business recommendations.
  • Partner with field leaders and cross-functional stakeholders to integrate priorities and deliver scalable operational solutions.
  • Improve advisor and client experiences through practice management, operational enhancements, and performance measurement programs.
  • Develop executive presentations, business cases, and strategic recommendations for leadership audiences.
  • Drive implementation, change adoption, and continuous improvement by monitoring performance metrics and business outcomes.

Requirements

  • 5+ years of professional experience in strategy, analytics, business operations, consulting, sales operations, program management, client experience, or a related discipline.
  • Bachelor’s degree or an equivalent combination of education and experience.
  • Experience translating quantitative and qualitative findings into actionable business recommendations.
  • Strong problem-solving, stakeholder management, communication, and executive presentation skills.
  • Ability to manage multiple priorities in a dynamic, fast-paced environment.
  • Must be currently authorized to work full-time in the United States without employer sponsorship.

Nice to have

  • Financial services, wealth management, branch operations, or regulated-industry experience.
  • Experience with large-scale business transformation, change initiatives, business cases, or data-driven decision-making.
  • Knowledge of advisor, client relationship, or service model design.

Culture & Benefits

  • In-office collaboration and onsite work for the selected location.
  • Culture focused on diversity, collaboration, innovation, trust, and professional development.
  • 401(k) with company match and employee stock purchase plan.
  • Health, dental, vision, paid parental leave, and family-building benefits.
  • Paid vacation and volunteering time, tuition reimbursement, and a 28-day sabbatical after five years for eligible positions.

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