Operations Strategist: Lead Initiatives & Analytics
Kestra PWS
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Benefits offered by this job
Job summary
Kestra PWS is seeking an Operations Analyst & Business Initiatives Consultant to lead strategic initiatives and analyze operational processes. This hybrid role emphasizes collaboration with cross-functional teams, including business intelligence, to enhance efficiency and support our advisor-first culture. The ideal candidate has a Bachelor's degree, at least 3 years of experience in the financial industry, and relevant certifications.
Join a supportive environment with excellent benefits and opportunities for professional growth.
Qualifications
- Minimum of 3 years in the financial industry.
- Certifications: Data-Driven Decision Making (DDM), Project Management Professional (PMP), CompTIA Data+, Associate Certified Analytics Professional (aCAP).
Responsibilities
- Lead strategic initiatives and analyze operational processes.
- Collaborate with cross-functional teams to drive data-informed decisions.
- Conduct gap analyses and develop business cases for efficiency.
Skills
Education
Job description
Kestra PWS is seeking an Operations Analyst & Business Initiatives Consultant to lead strategic initiatives and analyze operational processes. This hybrid role emphasizes collaboration with cross-functional teams, including business intelligence, to enhance efficiency and support our advisor-first culture. The ideal candidate has a Bachelor's degree, at least 3 years of experience in the financial industry, and relevant certifications.
Join a supportive environment with excellent benefits and opportunities for professional growth.
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