
501 - 1000 employees
Founded 1997
💰 $736.3k Funding Round on 2022-02
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
🕒 June 4
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501 - 1000 employees
Founded 1997
💰 $736.3k Funding Round on 2022-02
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
• Provide centralized coordination across Facilities initiatives, including Facilities Operations, M&A onboarding, real estate projects, and strategic programs. • Support planning and execution of multi‑workstream Facilities programs to ensure alignment with departmental priorities and enterprise strategy. • Track interdependencies across projects and proactively identify conflicts or constraints • Ensure Facilities initiatives are aligned with approved strategic objectives, KPIs, and ELT‑approved priorities. • Support development and maintenance of Facilities dashboards, reporting, and executive‑level summaries. • Identify, document, and monitor program‑level risks and issues across Facilities. • Partner with Facilities leaders to develop mitigation strategies and facilitate timely resolution. • Support change management efforts related to new processes, tools, policies, and organizational growth. • Support Facilities leadership with resource forecasting, workload modeling, and capacity planning across teams. • Analyze demand trends related to M&A volume, renewals, and operational projects. • Help inform staffing plans, vendor augmentation strategies, and prioritization decisions. • Support development and maintenance of standardized Facilities processes, service catalogs, and program documentation. • Identify opportunities to improve efficiency, scalability, and consistency across Facilities operations. • Partner with cross‑functional stakeholders (Finance, IT, Legal, HR, Real Estate partners) to streamline workflows and data sharing.
• Bachelor’s degree in business, operations, project management, facilities management, or related field • 5+ years of experience in program management, operations, facilities, real estate, or a related enterprise function • Strong experience coordinating multiple initiatives or workstreams in a matrixed environment. • Provide success with change management • Demonstrated ability to synthesize complex information and communicate effectively with senior leaders. • Proficiency with project/program management tools, reporting dashboards, and data analysis. • PMP, PgMP, Proci Change Management or similar certification(s) preferred but not required. • Highly organized with strong attention to detail and follow‑through. • Able to operate both strategically and tactically in a fast‑paced, growth‑oriented environment. • Comfortable navigating ambiguity and shifting priorities.
• Training and professional development • Medical, dental and vision coverage (Available to full-time employees and their families) • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability, workers compensation – employer paid • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) • 12 paid holidays each year (10 pre-determined and 2 floating days) • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Apply Now🕒 June 4
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