Strategic Initiatives Delivery Leader, US Financial

Strategic Initiatives Delivery Leader, US Financial

We are seeking a highly organized and proactive individual to join our team as a Strategic Initiatives Delivery Leader. In this role, your primary objective will be to work alongside the US Managing Director, Financial and Retirement Service to prioritize growth initiatives by efficiently handling operational matters. You will serve as the crucial link between the Managing Director’s various constituents, ensuring complex issues are delegated to you for resolution: GBS Executive Committee, functional leadership, & Branch Leadership.

Additionally, you will play a pivotal role in optimizing processes, executing strategic initiatives, and fostering maximum organizational efficiency.

This role will ideally be based out of our global headquarters in Rolling Meadows, IL; remote candidates with the ability to travel may also be considered.

• Assist the Managing Director in prioritizing growth objectives by assuming responsibility for non-growth matters that can impede progress
• Act as the conduit between GBS Executive Committee, functional leadership, & Branch Leadership and the Managing Director, facilitating effective communication and delegation of intricate issues
• Analyze, design, and implement enhancements to organizational processes to enhance efficiency and productivity, with a focus on driving growth
• Collaborate closely with the Managing Director to execute initiatives outlined in the Growth Plan and drive strategic growth initiatives
• Serve as the liaison between staff, executives, senior leaders, and the Managing Director, providing updates, proposals, and strategic planning to support growth objectives
• Hold the Managing Director accountable for meeting timelines and achieving desired outcomes for growth initiatives
• Oversee daily operations through collaboration with senior management and department leaders, ensuring alignment with growth priorities
• Cultivate and nurture relationships with all employees to foster increased efficiency, responsiveness, and a growth-oriented culture
• Assist in formulating innovative operational strategies and contribute to special projects alongside the Managing Director and executives, with a focus on driving growth
• Act as the acquisition liaison, facilitating the onboarding process and aiding acquired agencies in assimilating company processes and procedures to support growth objectives
• Coordinate company initiatives and projects on behalf of the executive team, including team meetings, annual performance reviews, and employee engagement activities, with a focus on driving growth and employee development
• Produce an ongoing set of management reports to communicate the progress of strategic initiatives and quantify the impact delivered
• Develop new forms and mechanisms to report management information
• Deliver effective presentations of findings and recommendations
• Analyze data to provide insight into performance and identify improvement opportunities
• Model complex problems and operational scenarios
• Quantify the financial implications of proposed strategies and understand budget impact & develop performance scorecards
• Collaborate on cross-functional teams to develop new tools, implement process changes, and execute on projects

• Data-driven and analytical: passionate about diving into data
• Solution oriented: motivated to solve problems and get to the root cause of an issue
• Intellectually curious: asks questions, seeks information, enjoys the learning process. Flexible and dynamic: adaptive to changing priorities and multiple working styles
• Team player: enjoys collaboration and works effectively with others
• Effective communicator: articulate, clear and concise in thought presentation

• Bachelor's degree in business administration, management, or a related field
• 2 years of relevant work experience in a business strategy or consulting role
• Proven experience in a similar role
• Strong Excel skills (performing data analysis, reporting, and synthesis)
• Strong PowerPoint skills (drafting and developing presentations that effectively communicate complex ideas, analyses, and recommendations)
• Demonstrated expertise in…