Lead, Strategy & Operations

Position

Lead, Strategy & Operations

Strategy & Operations

Chief Operating Officer

Exempt

Bentonville, AR;
Washington, D.C.;
Denver, CO;
Jersey City, NJ

Walton Enterprises is seeking a skilled, highly motivated and entrepreneurial individual to join the team as a Lead, Strategy & Operations. The ideal teammate will have the demonstrated ability to lead major initiatives, drive strategic and operational coordination across the enterprise, and lead and mentor junior staff while acting as a trusted thought partner to senior leadership.

Oversee major cross‑functional initiatives, guide enterprise planning or other processes, and act as a trusted thought partner to senior leaders while coaching junior talent.

As a Lead, you will oversee major initiatives in governance, strategy projects, or household operations. You will drive forward significant organizational priorities at the intersection of client service and shared services, serving as a trusted thought partner to senior leadership. You will mentor Associates and Senior Associates, modeling effective project leadership, and ensure that teams adopt enterprise systems and practices that strengthen efficiency and reporting – without direct management.

• Lead major cross‑functional initiatives in designated focus areas (e.g., governance, strategy projects, or household operations).
• Coordinate annual strategy planning and progress tracking or oversee other enterprise‑wide processes depending on scope.
• Manage work streams across multiple projects, ensuring clarity of scope, quality outputs, and timely delivery.
• Act as a trusted thought partner to the President, COO, and CFO on organizational priorities.
• Mentor and guide Associates and Senior Associates, modeling effective project leadership, without positional authority.
• Provide oversight for complex household operational projects where relevant.
• Support adoption and effective use of enterprise systems and reporting tools across teams.

• Strategic and analytical thinking
• Advanced project and change management
• Cross‑functional collaboration and relationship building
• Operational planning and governance
• Executive communication and presentation
• Problem‑solving and decision‑making under complexity

• 5+ years of experience in strategy, consulting, financial services, or operations.
• MBA preferred.

• Familiarity with wealth and investment concepts.
• Exposure to governance and Board‑related processes.
• Experience in family offices, philanthropy, or mission‑driven organizations.
• Background in leading or advising on operational improvement initiatives.

• Demonstrates discretion, integrity, and expertise while serving as a trusted advisor to principals and colleagues.
• Collaborates respectfully and effectively with others, contributing to a supportive, team‑oriented environment.
• Approaches challenges with curiosity, bold thinking, and a commitment to continuous learning and innovation.
• Maintains a strong focus on results, consistently exercising sound judgment and decision‑making.
• Brings a visionary mindset, planning strategically for the future with imagination and insight.
• Committed to excellence and actively engages with others to accomplish shared goals.

All offers of employment are contingent on your successful completion (where permitted by state law) of a confidentiality agreement and background check. In addition, you will need to provide proper identification verifying your eligibility to work in the United States on your first day of work.

Compensation Range: $218,000 - $272,000

We offer a comprehensive and generous benefits package which includes medical, dental, and vision insurance, a 401(k) retirement plan and paid time off.

The physical demands and work environment described here are representative of those required to successfully perform the essential functions of this position. Qualified individuals must be able to perform the essential functions of the…