Senior Business Professional

4 weeks ago


Austin, Texas, United States Mindlance Full time
Job Title: Senior Business Professional

Job Summary:
We are seeking a highly skilled Senior Business Professional to join our team at Mindlance. As a key member of our Digital Advice Offer Management Team, you will be responsible for driving growth and retention of our clients Intelligent Portfolios and clients Intelligent Portfolios Premium offers. You will work closely with cross-functional partners to advance Offer Management and Digital Advice objectives, including Asset Management, Product, Technology, Marketing, and Field Teams.

Key Responsibilities:
• Define current-state processes across the offer to identify opportunities for improvement
• Plan for contingencies and business continuity while improving efficiency
• Coordinate responsibilities across cross-enterprise teams and functions
• Collaborate closely with key cross-functional partners to advance Offer Management and Digital Advice objectives
• Develop actionable and easy-to-understand solutions in addressing issues within the client and rep experience
• Maintain regulatory compliance and processes in collaboration with partners

Requirements:
• 5+ years of experience in consulting, strategy, product development, or process improvement
• Bachelor's degree and validated experience managing complex projects
• Excellent presentation, communication, and interpersonal skills
• Sharp analytical and problem-solving skills to deliver recommendations and drive to results
• Ability to develop multiple solutions to the same problem highlighting benefits and roadblocks for each
• Adaptability with a growth mindset who works well in an iterative environment and both seeks and welcomes feedback to improve deliverables

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