Sr. Associate, Strategy & Operations

Walton-Enterprises; Jersey City (NJ); On-site; USD 168,000 - 210,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) retirement plan

Paid time off

Job summary

Walton Enterprises is seeking a Senior Associate in Jersey City to own cross-functional workstreams and conduct advanced analyses across strategic, financial, and operational topics. You will prepare governance materials and mentor teammates to support leadership decisions.

The role reports to the COO and demands strong project management, communication, and Office skills with 3–5 years of relevant experience in strategy or professional services.

Qualifications

• Bachelor’s degree required.
• 3–5 years of strategy consulting, financial services, or professional services experience.
• MBA or related degree preferred but not required.
• Familiarity with wealth, investment, and liquidity concepts.
• Experience in governance or Board preparation processes is a plus.

Responsibilities

• Own workstreams and advanced analysis across strategic, financial, and operational topics.
• Prepare governance materials (Board decks, briefings) for leadership.
• Manage cross-functional and client-facing projects with limited oversight.
• Lead enterprise planning, performance tracking, and special initiatives.
• Provide early insights and coaching to peers and junior staff.
• Support adoption and integration of enterprise systems into workflows.

Skills

Advanced analysis

Project management

Communication

Presentation

Education

Bachelor’s degree

MBA/MPP preferred but not required

Tools

Microsoft Office Suite

Job description

Role Overview

Position:Senior Associate, Strategy & Operations

Department:Strategy& Operations

Reporting to:Chief Operating Officer

FLSA Status: ExemptLocation: Jersey City, NJ

Walton Enterprises isseekinga skilled, highlymotivatedand entrepreneurial individual to join the team as a Senior Associate, Strategy & Operations. The ideal teammate will have the demonstrated ability to manage workstreamsand projects, conduct advanced analysis, anddrive strategic and operational coordination across the enterprise.

About the Position

Own workstreams and advanced analysis across strategic, financial, and operational topics; prepare governance materials and contribute to enterprise processes while mentoring teammates.

What youwill do

As a Senior Associate, you will take ownership of defined workstreams and deliverables within cross-functionalandclient facingprojects. You will conduct advanced analysis,lead cross-functional and client projects,prepare governance materials that inform leadership decisions, and contribute early insightsinteam discussions. You will also guidepeersby reviewing their work and providing informal coaching to support both quality and professional growth.

Responsibilities

• Manage cross-functionalandclient facingprojects, taking ownership of deliverables with limited oversight.

• Conduct advanced analysis to inform decision-making across strategic, financial, and operational topics.

• Prepare and draft governance materials (e.g., Board decks, principal briefings) for review by leadership.

• Support enterprise-wide processes such as annual planning, performance tracking, or special initiatives.

• Lead components of household operational projects, coordinatingstakeholdersand ensuringtimelyexecution.

• Provide early-stage thought partnership by contributing analysis, insights, and options in leadership discussions.

• Collaborate with Associates, providing informal guidance and quality control on work outputs.

• Supportadoptionand integration of enterprise systems into team workflows.

Who we are looking for

Skills needed

• Advanced analysis and problem-solving skills.

• Strong project management capabilities.

• Excellent communication and presentation abilities.

• Proficiencywith Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Qualifications required for your success

• Bachelor’sdegreerequired.

• 3-5 years of experience in strategy consulting, financial services, or professional services.

• Advanced degree(MBA, MPP, etc.) preferred but notrequired.

Additional Helpful Experience Includes

• Familiarity with wealth, investment, and liquidity concepts.

• Exposure to governance or Board preparation processes.

• Experience in mission-driven organizations, family offices, or philanthropy.

• Familiarity with project management tools or certifications (e.g., PMP, Agile).

Personal attributes that support your success

• Produces clear, rigorous, and high-quality analyses and outputs.

• Tackles ambiguity with structured problem-solving; adapts quickly to changing priorities.

• Executes independently on assigned workstreams; delivers consistently and on time.

• Builds trust with colleagues and stakeholders; contributes insights that support senior leaders’ decisions.

• Works fluidly across teams; supports Associates and peers constructively.

• Modelsintegrity, humility, respect, initiative, and discretion.

All offers of employment are contingent on your successful completion (wherepermittedby state law) of a confidentiality agreement and background check. In addition, you will need to provide proper identification verifying your eligibility to work in the United States on your first day of work.

Benefits Information

CompensationRange:$168,000 - $210,000

Benefits Information:Weofferacomprehensiveand generousbenefitspackagewhichincludesmedical, dental, and vision insurance, a401(k)retirementplan and paid time off.

About Walton Enterprises

Walton Enterprises supports the personal, philanthropic, and business activity for the Walton family.We are a family-led organization, supporting multiple generations of Sam and Helen Walton’s family.

We value trust, mutual respect, and a workplace where every associate belongs and can do their best work. We bring together talented people withdifferent backgroundsand viewpoints, support their growth, and empower them to contribute meaningfully.

We are an equal opportunity employer committed to a workplace that is free of discrimination and harassment of any kind. All applicants receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, genetic information, or any other status protected by the laws or regulations in the locations where weoperate.