Lead Business Manager

About This Position

The Americas Lead Manager role is an extension of the ‘executive office’ supporting the Head of Americas, Head of Global Retirement Strategy, and the overall Americas leadership team for the business segment.  Responsible for analyzing the various business data, financials, trends, research and anecdotal feedback from the team of professionals to synthesize and create strategic plans, executive presentations and findings.  The incumbent will be assigned to the Head of Global Retirement Strategy (GRS) and additional Americas functions to drive execution of strategic initiatives and key business processes.  The incumbent will provide insights and counsel to the leader(s) they support and ultimately influence and drive business outcomes, as well as serve as a trusted, empowered surrogate for business leadership.  The position will also be called upon to lead cross-functional/segment projects as defined in the overall Americas strategic business and annual operating plans.  Position will engage with key shared service business partners in a highly collaborative environment to execute initiatives and critical business processes, requiring strong working relationships and the ability to influence associates and senior leaders across the enterprise.

Role Summary

Provides senior leaders with relevant and current information that increases transparency into and knowledge of business costs/drivers and how business efforts are performing and aligning with current strategies. May be involved with a variety of business and general management activities, including space planning, supporting governance, and steering committees, and providing support for internal and external event-related needs.

Responsibilities

• Supports strategic planning process for GRS and Americas and serve as primary point of contact representing Americas for strategic Enterprise programs and projects.  Primary point of contact for select vendors and shared service partners that may include, Risk and Compliance, Legal, HR,  Internal Audit, Procurement, and Facilities to ensure alignment and coordination of efforts with those functions.
• Leads projects of significant importance for GRS, Americas and AAE
• Builds consultative partnerships with business lead partners to identify opportunities to improve existing processes, data flows, or allocations based upon changing business needs. Responsible for implementing the improvements.
• Reviews analyses conducted by less experienced professionals. Performs highly complex data analyses in response to or in support of recommendations that enhance reporting or information flow supporting changing business and information needs of senior management.
• Develops solutions to address the most complex ad hoc business requests. Ensures timely and effective issue resolution.
• Assesses business needs, cost drivers, external environment, and data to create standard and complex operational and financial models for business unit leadership. Reviews models developed by less experienced professionals. Provides strategic support and contributions to the annual planning processes, recruiting/workforce plans, and budget and technology prioritization for business unit needs to support business needs/strategic plans.
• Evaluates the need for additional resources and requests buildouts to support long-term projects. Collaborates with key business partner relationships and supports the internal communication strategy, including leadership messages, forums, and annual meeting planning for a specific team.

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 8+ years of total relevant work experience

Preferred:

• Prior experience working in a program management, finance or analytical role for a global firm
• Exceptional reporting and analytics skills
• Understanding of the budget process
• Excellent communication and negotiation skills
• Ability to function as an advisor to management and key stakeholders on broad-ranging projects

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to two days per week from home.