Capital Group · 2 days ago

Senior Business Operations Specialist

Los Angeles, CA

Full-time

Onsite

Senior Level

$117K/yr - $187K/yr

5+ years exp

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Financial Services

Comp. & Benefits

Insider Connection @Capital Group

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Work closely with senior business leaders and key stakeholders to draft and facilitate key components of the annual business planning process for the Wealth Management Client Group and other business areas in NACG.

Collaborate with Business Analysis and Insights & Analytics teams to draft and manage recurring Wealth Management reporting packages and ensure timely delivery of business results.

Lead business communication and associate engagement across NACG, including coordinating town halls, supporting resource management, and providing project management and business support for initiatives to optimize business processes and operations.

Qualification

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Data AnalysisDrafting ReportsKPI IdentificationStrategic ThinkingProblem SolvingCommunicationInterpersonal SkillsAdaptabilityAnalytical ThinkingCritical ThinkingClear WritingCollaborationPresentation SkillsPersuasionFinancial ServicesAsset Management

Required

Bachelor's degree with 5+ years of experience

Proven ability to work collaboratively across senior leadership and cross functional teams

Excellent communication, presentation, persuasion, and interpersonal skills

Analytical mindset with the ability to use data to inform decisions and measure success

Ability to work in a fast-paced, dynamic environment and adapt to changing priorities

Experience drafting and managing business updates for different audiences and levels of management

Experience identifying key performance indicators (KPI) and using them to measure progress of initiatives and the overall business

Demonstrated ability to write clearly, succinctly, and to synthesize large amounts of information into insightful/actionable takeaways

Ability to problem solve and develop clear and comprehensive recommendations on matters of strategy and execution, clearly articulating them in a convincing way