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Sr Program Specialist, Program Management at Wealth Enhancement Group. Location Information: USA. This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.. Role Description. This role involves supporting ongoing growth programs and processes, managing day-to-day execution of large scale program operations, overseeing program strategy evolution, researching and solving business challenges, aligning cross-functional stakeholders, and owning & executing various processes that support the broader growth organization.. Independently manage and execute Growth programs including scope and requirements, roadmaping, daily support tasks, reporting and strategy evolution . Identify and recommend program improvements . Ensure tasks are handled in a timely and accurate manner . Educate and socialize team on programs and provide feedback to leadership . Own status updates, facilitate workstreams on time and on budget . Collaborate and communicate with key stakeholders and deliver status updates . Gather and organize data to support projects, find opportunities to refine data . Execute operational tasks designed to support Growth collective, including but not limited to: . Marketing campaign processes . Compliance & administrative processes . Data cleanup . Reporting and dashboarding support . Solicitor agreement processes . Compile & deliver program results reporting . Business analysis to support process development and evolution . Requirement gathering & data analysis needed to define and document new/existing processes . Coordination and collaboration with business stakeholders . Investigate issues within Growth collective and company processes to identify root cause and resolutions . Define and implement a structured approach to Growth files, documents, and processes . Document standard procedures inclusive of best practices . Develop a clear support hierarchy for Growth processes and procedures . Improve processes and tools utilized within the Growth Org (i.e. Wistia, Wrike, FMG, Salesforce, Marketing Cloud) and define guidelines and standards where applicable . Promote understanding and use of processes and tools . Qualifications. Bachelor's Degree (or equivalent experience) in business; marketing, economics or related . 8+ years sales & marketing operations experience, preferably in financial services . Knowledge of broker-dealer and custodial platforms and investment products . Exceptional oral, written and presentation skills . Ability to train and coach others . Superior verbal and written communication skills . Proficient with Microsoft Office Suite or related software . Familiarity with Salesforce and Support Org functionality . Experience with Workday preferred . Requirements. Proven record of project and program management success . Driven, self-motivated, adaptable, and comfortable working in a fast-evolving environment . Skilled at efficiently executing operational processes while managing a high-volume of program planning, stakeholder management, and change management . Benefits. Training and professional development . Medical, dental and vision coverage (Available to employees and their families) . Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses . Life and AD&D insurance – employer paid and voluntary options . Short-term and long-term disability, workers compensation – employer paid . 401k with match and profit sharing . Wellness programs and resources . Voluntary benefits, including pet insurance . 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) . 12 paid holidays each year (10 pre-determined and 2 floating days) . Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) . Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)