Director - Cx
CurrentContributes 15+ years of program management, tech, & HR experience to the AA team. Functions as liaison between each business area, managing processes associated with the technology, operations, and project management for AA’s partner firms. Architect, build, implement, and run all 3P Technical Application aspects for in-house and equity partner firms. - Plans, implements process improvements for current & future Delivery Team(s), defines methodology & workflows best supporting each team. - Reviews & standardizes stack, scope communication, management & reporting standards.- Recommends, institutes process updates to current operations. Applies critical path mentality to project execution.- Builds optimization process to track impact of projects post launch; preps UX and firm-experience adjustments as needed.- Develops project strategy/project plan in support of Operations & Sales Teams.- Establishes standards for projects utilized across each firm. Handle audits & security specifics.- Evaluates overall health of projects, as relates to firm status, on ongoing basis. Understands & tracks project success against firms’ goals.- Maintains capacity management & assists managers with resource-based decisions.- Initiate & sustain partner relationships vital to firms’ operations and targets.- Balance project, recurring service, & unplanned client needs. Act as point of escalation for project or firm obstacles.- Advocate in client project process or status conversations.- Establish & maintain needed input on key projects. Passion for technology, wealth management, program management, & development lifecycle.- 13.5+ years experience leading project management/delivery activities for organizations within Tech, Finance, HR, Government, and Higher Ed capacities.- 15+ years experience leading both internal & client-facing activities, deliverables, & strategy.Investment advisory services offered through Advisory Alpha, a SEC Registered Investment Advisor.