Sr. Associate, Strategy & Operations

Role Overview

Position:Senior Associate, Strategy & Operations

Department:Strategy& Operations

Reporting to:Chief Operating Officer

FLSA Status
:
Exempt
Location: Jersey City, NJ

Walton Enterprises isseekinga skilled, highlymotivatedand entrepreneurial individual to join the team as a Senior Associate, Strategy & Operations. The ideal teammate will have the demonstrated ability to manage workstreamsand projects, conduct advanced analysis, anddrive strategic and operational coordination across the enterprise.

About the Position

Own work streams and advanced analysis across strategic, financial, and operational topics; prepare governance materials and contribute to enterprise processes while mentoring teammates.

What youwill do

As a Senior Associate, you will take ownership of defined work streams and deliverables within cross-functionalandclient facing projects. You will conduct advanced analysis,lead cross-functional and client projects,prepare governance materials that inform leadership decisions, and contribute early insightsinteam discussions. You will also guidepeersby reviewing their work and providing informal coaching to support both quality and professional growth.

Responsibilities

• Manage cross-functionalandclient facing projects, taking ownership of deliverables with limited oversight.

• Conduct advanced analysis to inform decision-making across strategic, financial, and operational topics.

• Prepare and draft governance materials (e.g., Board decks, principal briefings) for review by leadership.

• Support enterprise-wide processes such as annual planning, performance tracking, or special initiatives.

• Lead components of household operational projects, coordinatingstakeholdersand ensuringtimelyexecution.

• Provide early-stage thought partnership by contributing analysis, insights, and options in leadership discussions.

• Collaborate with Associates, providing informal guidance and quality control on work outputs.

• Supportadoptionand integration of enterprise systems into team workflows.

Who we are looking for

Skills needed

• Advanced analysis and problem-solving skills.

• Strong project management capabilities.

• Excellent communication and presentation abilities.

• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Qualifications required for your success

• Bachelor’sdegreerequired.

• 3-5 years of experience in strategy consulting, financial services, or professional services.

• Advanced degree(MBA, MPP, etc.) preferred but not required.

Additional Helpful Experience Includes

• Familiarity with wealth, investment, and liquidity concepts.

• Exposure to governance or Board preparation processes.

• Experience in mission-driven organizations, family offices, or philanthropy.

• Familiarity with project management tools or certifications (e.g., PMP, Agile).

Personal attributes that support your success

• Produces clear, rigorous, and high-quality analyses and outputs.

• Tackles ambiguity with structured problem-solving; adapts quickly to changing priorities.

• Executes independently on assigned work streams; delivers consistently and on time.

• Builds trust with colleagues and stakeholders; contributes insights that support senior leaders’ decisions.

• Works fluidly across teams; supports Associates and peers constructively.

• Models integrity, humility, respect, initiative, and discretion.

All offers of employment are contingent on your successful completion (wherepermittedby 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.

Benefits Information

Compensation Range:$168,000 - $210,000

Benefits Information:

Weofferacomprehensiveand generousbenefitspackagewhichincludesmedical, dental, and vision…