Program Manager/Assistant Chief of Staff to CEO and CFO
Full Time
Boston, MA 02203
Posted
Job description
Program Manager/Assistant Chief of Staff to CEO and Chief of Staff to CFO
(Boston, MA
)
Looking to make a career change in 2023? Apply now and we will add you to our priority candidate list. We know you have career choices. Thank you for your interest in Edelman Financial Engines!
At Edelman Financial Engines, we believe everyone deserves to move their financial life forward.
We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.
Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team.
As a Program Manager on the Finance & Strategy (F&S) Team, you will work to ensure smooth execution of CEO Staff and Board of Directors (BOD) meetings as well as external reporting. This high visibility and high impact role will collaborate across the Edelman Financial Engines Organization to ensure the organization is aligned and senior leadership, our BOD and owners receive timely and accurate reporting on our strategic progress and financial results.
In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this
Strategic Program Man
a
ger role, we are seeking a quick learner who can work effectively across all levels of the organization to improve processes, structures, and systems. If you are a strong critical thinker with a high attention to detail and the ability to see the big picture, this may be an opportunity for you!
Responsibilities:
- Along with VP, Corporate Strategy and CEO, creates efficient processes and tools to manage all aspects of executive and external strategic reporting to CEO Staff, BOD and Private Equity owners. Including ensuring monthly operating reporting and BOD agendas and materials provide accurate and appropriate information to key external stakeholders
- Works with the CFO, to streamline processes and tools, which facilitate CFO team management and keep CFO organization and output aligned with CEO Staff and external reporting
- Responsible for creating, communicating, and documenting key takeaways and materials as well as working with teams across the organization on follow-ups
- Accountable for working with business and Finance on creating materials and content for the CEO’s executive BOD session
- Project manage special projects for CEO, CFO and others, as needed (e.g., M&A diligence/integration, cross-functional ESG coordination, etc.)
Requirements:
- Bachelor’s degree in a related discipline and 3-6+ years’ relevant work experience
- Proficiency with Microsoft Office including Excel and PowerPoint
- Strong written and verbal communication skills
- Excellent organizational and follow-through skills; able to prioritize and manage simultaneous tasks and priorities
- Ability to influence people and resources to ensure timely completion of tasks that meet quality standards
- Willingness to adhere to established processes while keeping an eye for opportunities to improve or develop processes, structures, and systems
About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors deserve access to personal, integrated financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, as recognized by Barron’s,1 with 145+ offices2 across the country and entrusted by more than 1.3 million clients to manage $275 billion in assets.3 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
For more information, visit EdelmanFinancialEngines.com
© 2022 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information.
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully and reach out to Data Privacy Team (703) 234-2622 or dataprivacy@edelmanfinancialengines.com with any questions.
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
1 The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of the rating. Investor experience and returns are not considered.
2 Firm stats as of Dec. 31, 2021.
3 Firm stats as of March 31, 2022.
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