The opportunity
Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades.
What you'll do
Serve as a strategic partner to the VP of Brokerage Products & Customer Care,: helping translate vision into actionable plans and operating rhythms that enable clarity, alignment, and accountability across the organization.
Design, optimize, and manage the organization's business rhythm, including: leadership meetings, quarterly business reviews (QBRs), and annual planning cycles to ensure accountability and alignment.
Drive complex, large-scale product initiatives from concept to execution,: providing feedback to enhance product design, narrative, and execution
Partner with HR, Finance, and Recruiting to oversee headcount planning,: resource allocation, and talent development initiatives to foster a healthy, inclusive, and high-performing team culture.
Manage high-priority, ambiguous projects on behalf of the VP, acting as a: tactical decision-maker and problem-solver.
