Oversee firmwide business functions and internal operations processes that support business management, client service delivery, investment operations, compliance, and consulting teams.
Lead continuous improvement efforts to simplify workflows, reduce administrative burdens, and drive efficiency through automation, analytics, and cross-functional collaboration.
Establish and maintain key business process documentation, playbooks, and performance metrics.
Strategic Execution & Initiative Management
Coordinate firmwide strategic initiatives and support business leaders in translating high-level objectives into actionable operational plans.
Develop and maintain project management frameworks that track progress, align resources, and ensure on-time execution of key priorities.
Support the executive leadership in evaluating and reporting on organizational performance metrics tied to strategic outcomes.
Serve as a key partner in M&A activities, including development of integration playbooks, detailed plans, and leadership of cross-functional efforts to unify systems, processes, and teams.
Business Planning & Budget Oversight
Partner with finance to develop annual operating plans and budgets for business functions, ensuring alignment with firm strategy and capacity needs.
Monitor business line financial performance in partnership with senior leadership, surfacing opportunities for cost efficiency or reinvestment.
Cross-Functional Collaboration
Serve as a connector across departments to ensure strong communication, alignment, and shared ownership of firmwide goals.
Foster a culture of collaboration and accountability by building trust and transparency across business lines and support teams.
Support integration efforts for new services, capabilities, or partnerships, ensuring a seamless experience for clients and employees.
Team Leadership & Development
Lead a high-performing team, developing talent through coaching, feedback, and stretch opportunities.
Ensure team structure, responsibilities, and capabilities evolve with the needs of the business.