Business Execution Consultant

• Function as primary escalation partner supporting the Local Support Model, Senior Leadership, and Platinum Council Advisor Teams
• Responsible for assisting to resolve Excellence First and Loudspeaker submissions from the field
• Identify process improvement opportunities for the Local Support Model
• Partner with Product Teams to stay ahead of updates as well as raise hand when issues arise through escalations
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Provide inbox support for Client Link application
• Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives
• Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics
• Determine areas of strength or Business Execution opportunity within defined scope of work
• Review and research strategies and action plans to establish effective processes while meeting performance metrics and policy expectations
• Utilize independent judgment to guide moderate risk deliverables
• Present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business
• Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business
• Collaborate and consult with leaders and executive management
• Provide work direction to less experienced Strategy and Execution staff

2+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• 2+ years of Financial Services Industry experience
• Knowledge and understanding of brokerage industry: products, services, operational policies, and procedures
• Experience resolving escalated and/or complex issues
• Excellent organizational, multi-tasking, and prioritizing skills
• Excellent verbal, written, and interpersonal communication skills
• Excellent problem-solving skills
• Ability to manage multiple and competing priorities
• Ability to work in a fast-paced action-oriented environment
• Good analytical skills with high attention to detail and accuracy
• Intermediate Microsoft Office skills

• Equal opportunity employer
• Compliance with FINRA Background Screening Requirements
• Drug-free workplace