What are the responsibilities and job description for the Special Projects position at Dynasty Financial Partners, LLC?
The Senior Associate of Special Projects will play a key role in supporting the successful execution of high-priority, cross-functional projects within the organization. This individual will work closely with senior leadership to manage strategic initiatives, drive operational improvements, and contribute to the long-term success of the company. The Senior Associate will leverage strong project management skills, analytical capabilities, and leadership experience to ensure the timely and efficient completion of special projects.
Key Responsibilities:
- Project Management: Lead and manage multiple complex, cross-functional projects from inception to completion. Coordinate efforts across teams to meet project goals and deadlines.
- Strategic Planning: Work with senior leadership to define project scope, objectives, and deliverables. Assist in developing strategic roadmaps and action plans for special projects.
- Stakeholder Coordination: Serve as the main point of contact for internal teams, external stakeholders, and vendors. Foster effective communication and collaboration among different departments and teams.
- Problem Solving: Identify and resolve challenges that arise during the course of a project. Use data-driven insights to make informed decisions and suggest improvements.
- Process Optimization: Analyze business processes and suggest improvements that align with organizational goals. Implement best practices and new technologies to streamline workflows and increase efficiency.
- Data Analysis & Reporting: Collect and analyze data related to special projects, providing actionable insights and detailed reports to senior management. Present project outcomes, key performance indicators (KPIs), and recommendations for future actions.
- Budget & Resource Management: Assist in developing project budgets, ensuring efficient allocation of resources, and tracking project expenses. Ensure that all projects are delivered on time and within budget.
- Risk Management: Assess and mitigate project risks, including financial, operational, and strategic risks. Proactively identify potential roadblocks and implement contingency plans.
- Documentation & Reporting: Maintain thorough documentation of project activities, timelines, decisions, and outcomes. Prepare reports and presentations for executive leadership and stakeholders.
- Leadership & Mentorship: Mentor and guide junior team members, fostering a collaborative and results-driven team environment. Promote knowledge sharing and professional development within the team.
- Bachelor’s degree in Business Administration, Project Management, or a related field (Master’s degree or MBA preferred).
- 4-6 years of experience in project management, business operations, or a similar role, with a focus on special projects or strategic initiatives.
- Proven track record of successfully managing cross-functional projects, with demonstrated results.
- Strong understanding of project management methodologies (e.g., Agile, Waterfall).
- Excellent organizational and multitasking abilities, with the capacity to manage multiple projects simultaneously.
- Strong analytical skills, with the ability to analyze data, identify trends, and derive actionable insights.
- Outstanding written and verbal communication skills, with the ability to communicate complex ideas clearly and effectively.
- Proficiency in project management tools (e.g., Microsoft Project, Asana, Trello) and Microsoft Office Suite (Excel, PowerPoint, Word).
- Ability to work in a fast-paced environment and adapt to changing priorities.
Skills
- Strong leadership and interpersonal skills.
- Strategic thinking and problem-solving mindset.
- High attention to detail with a results-oriented focus.
- Ability to influence and drive change across various teams and departments.
- High level of initiative and self-motivation.
- Ability to work independently and as part of a team.
BENEFITS
- Health Insurance
- Dental insurance
- Vision insurance
- Retirement plan 401(k)
- 401(k) matching
- Paid Time Off
- FSA/HSA benefits plans
- Disability benefits
- Voluntary Life Insurance
- Basic Life Insurance
EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.