Director of Enterprise Implementation

Job Description

Summary / Job Objective :

The Director of Enterprise Implementation functions as an extension of the firm development team and will act as a liaison between departments.

The position is responsible for leading the tactical implementation of enterprise-wide initiatives focused on firm development and tasked with overseeing the day-to-day implementation of assigned projects while working closely with other departments leads to coordinate, manage, and report necessary information to keep the leadership team informed and up-to-date in a proactive manner.

The ideal candidate for this position must be able to think on their feet, swiftly evaluate needs, and decide on the most effective course of action.

The role necessitates an individual who is extremely organized and takes initiative. Qualifications for this role include experience in overseeing enterprise-level project implementations, a strong understanding of process optimization, proficiency in program management, and effective cross-channel communication skills.

Key Responsibilities

• Collaborate with leadership to establish implementation strategies that support business objectives
• Assist in balancing the development needs of the organization with operational expectations of key stakeholders
• Work with management on various aspects of planning, reporting, process optimization, firm development, and implementation.
• Handle administrative tasks, such as communication, calendar management, and proactively create accountability metrics across departments to ensure accurate and timely delivery of tasks
• Anticipate and provide vital information before it is requested. Develop key performance metrics and dashboards for the executive team.
• Streamline implementation processes for efficiency and effectiveness.
• Work closely with other departments, directing and coordinating resources, tasks, requirements, systems, and processes related to day-to-day operations while creating a positive work environment.
• Establish a sales operations structure and environment that promotes and implements strategy and operational models to deliver high and consistent service levels to increase revenue.
• Project Management
• Manage implementation projects, from initial concept through completion and post-implementation review
• Develop project plans, including resources, and timeframes and ensure effective execution.
• Maintain rollout schedule for implementation projects and documentation.
• Vendor and Stakeholder Management :
• Serve as a primary liaison between the organization and external vendors and strategic partners.
• Maintain clear and consistent communication with stakeholders, ensuring that expectations are managed and feedback is incorporated into project execution.
• Various other tasks, projects and duties as assigned.

Requirements

Core Competencies :

• Ability to multitask and effectively manage multiple priorities in a fast-paced environment while being adaptable and flexible to change
• Excellent communication and interpersonal skills.
• Willingness to take initiative and not wait to be told what to do. Must be a "self-starter."
• Demonstrated ability to define, refine, and implement initiatives, processes, and procedures.
• Strong problem-solving abilities and analytical skills.
• Reliable and responsible with exceptional attention to detail.
• Ability to create executive-level presentations for management and the board.
• Self-awareness to leverage strengths and address weaknesses.
• Demonstrated success in working with various organizational functions to achieve common goals.

Qualifications :

• College Degree Preferred or Equivalent Work Experience
• Proven experience in a similar leadership, project management, or enterprise operations role with a track record of successfully implementing enterprise-level projects in the financial services or adjacent industry.
• Proficient in Microsoft Office Suite, BI tools and CRM systems.
• Ability to have a flexible schedule and work extended or irregular hours as necessary.
• May need to travel occasionally.

Benefits

• Compensation (based On Experience)
• Competitive base salary
• Variable Compensation : targeted to equal or exceed 50% of base compensation yr 1.
• This is an exempt position
• Employer paid medical, life insurance, short and long-term disability
• Dental, vision, other optional benefits available
• 401k with employer match
• Paid Time Off

Requirements

Core Competencies : Ability to multitask and effectively manage multiple priorities in a fast-paced environment while being adaptable and flexible to change Excellent communication and interpersonal skills.

Willingness to take initiative and not wait to be told what to do. Must be a "self-starter." Demonstrated ability to define, refine, and implement initiatives, processes, and procedures.

Strong problem-solving abilities and analytical skills. Reliable and responsible with exceptional attention to detail. Ability to create executive-level presentations for management and the board.

Self-awareness to leverage strengths and address weaknesses. Demonstrated success in working with various organizational functions to achieve common goals.

Qualifications : College Degree Preferred or Equivalent Work Experience Proven experience in a similar leadership, project management, or enterprise operations role with a track record of successfully implementing enterprise-level projects in the financial services or adjacent industry.

Proficient in Microsoft Office Suite, BI tools and CRM systems. Ability to have a flexible schedule and work extended or irregular hours as necessary.

May need to travel occasionally.