What are the responsibilities and job description for the Strategy Manager position at Private Vista LLC?
Job Title : Strategy Manager
Company : Private Vista
Location : Chicago & Oak Brook IL
About Us : Private Vista is a financial advisory practice dedicated to helping clients achieve their financial goals through personalized planning and investment strategies. Our team of experienced professionals is committed to providing the best service we can and solutions to address the individual financial challenges faced by our clients.
Position Overview : We are seeking a highly skilled and detail-oriented Strategy Manager to join our team. The ideal candidate will be responsible for analyzing and managing data, developing and implementing training programs, and utilizing technology to identify opportunities for process improvement. This role requires a strong understanding of operations, data analysis, and technology, as well as excellent communication and collaboration skills.
Key Responsibilities :
- Analyze and manage data, including segmentation, and practice scorecard.
- Use strong working knowledge of Salesforce to keep data clean and run reports for the practice.
- Develop and implement training programs to enhance team performance.
- Identify and leverage technology and AI opportunities to improve processes.
- Conduct process reviews and manage operational workflows.
- Prepare and present reports to the managing partner.
Qualifications :
Compensation :
Benefits Package :
How to Apply : Interested candidates are invited to submit their resume and cover letter to Maria Cutrone at mcutrone@myprivatevista.com. Please include "Operations Analyst Application" in the subject line.
An Equal Opportunity Employer : Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
Salary : $100,000