E*TRADE

Principal, Strategic Programs

Job Locations US-CO-Centennial
Posted Date 3 weeks ago(7/21/2020 10:22 PM)
Requisition ID
2020-15075
Professional Area
Sales

Who We Are

More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and learning, and, above all, putting our customers first.

About the Role

SUMMARY

 

E*TRADE Advisor Services is the registered investment advisory (RIA) technology, custody, and practice management arm of E*TRADE. E*TRADE Advisor Services is dedicated to helping RIAs realize their full potential and provide them the support they need to manage their practices and clients’ financial futures. An important component of advisor and client success is the solutions available to them.

 

We are seeking a Principal, Strategic Programs who will help define and advance our capabilities for advisors and throughout our organization. The individual will partner with cross-functional teams to drive the strategy, development and delivery of programs and partnerships while also engaging in corporate initiatives as needed. This role provides the opportunity to play a key role in a fast-growing and evolving business while representing both new and existing programs.

 

RESPONSIBILITIES

  • Keep the pulse of the competitive environment and industry trends. Gather customer, industry, and business data to support decisions and strategic direction.
  • Help design the strategy for strategic programs, which may include initiatives for growth, business diversification, and new products and solutions.
  • Analyze and develop multiple high-priority initiatives simultaneously with activities ranging from concept creation through implementation.
  • Create and lead key initiatives to take our offering to the next level. Assist in creating new experiences, products, tools, and solutions. Track the results of existing solutions and identify ways to enhance these. Ensure that all initiatives are not only viable and feasible, but also create customer value.
  • Work closely with a variety of teams including Sales, Strategic Business Consulting, Marketing, Client Services, and Product Management.
  • Act as a subject matter expert on certain solutions and programs.
  • Manage certain external provider relationships.

Qualifications

Basic

  • BA/BS in business, finance, management, marketing, or related field required.
  • 8+ years of experience in financial services, either in product strategy, product management, project management, or another similar role

Preferred

  • Passion for serving advisors and their clients.
  • Good understanding of the fee-based advisor business model. Should be able to articulate the business purpose and the key drivers of an RIA.
  • Proven ability to think strategically and creatively to design solutions that meet E*TRADE Advisor Services’ client needs through both online and off-line channels
  • Strong project management skills: ability to manage several projects simultaneously.
  • Experience with efforts such as strategy design, repeatable processes, and program launches is preferred.
  • Exceptional analytic strength, high attention to detail and strong written and oral communication skills (particularly with presentations and when communicating complex topics internally and externally).
  • Natural ability to build relationships both internal and external to E*TRADE.
  • Expert in Microsoft Office applications, such as PowerPoint and Excel.
  • Experience in project management and product strategy roles is a plus. Management consulting experience is also a plus but not required.
  • Series 7 and industry designations are a plus.

 

We offer a competitive and comprehensive benefits package. Please visit https://www.etradecareers.com/why-work-at-etrade/employee-benefits/ to learn more about the opportunities.


E*TRADE Financial is an Equal Opportunity Employer who encourages diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, disability, citizenship, marital status, sexual orientation, gender identity, military or protected veteran status, or any other characteristic protected by applicable law.

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