Senior Analyst, Advisor Channel Strategy Activation

Role Overview

• Maintain the team’s initiative portfolio, including kanban-style tracking, 90-day plans, and detailed project plans
• Proactively identify risks, dependencies, and slippage across initiatives
• Create and maintain high-quality documentation that enables scalability and clean transitions
• Schedule and coordinate working sessions and stakeholder touchpoints
• Build concise, executive-ready updates that communicate progress, risks, decisions needed, and next steps
• Help implement consistent operating discipline standards across the team

Requirements

• 3+ years of experience in program management, business operations, strategy execution, consulting, or analytical roles
• Project management skills, including building executable plans, tracking milestones, and managing dependencies
• Attention to detail with follow-through, organization, and ability to manage multiple workstreams concurrently
• Written and verbal communication skills, including ability to produce clear, concise, leadership-ready materials (PowerPoint, executive summaries)

Benefits

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off