Strategic Programs Job Description

Strategic Programs Job Description

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Strategic programs provides analysis reporting on asset management decisions on multi-site operators – using a template, pulls information together in PowerPoint.

Strategic Programs Duties & Responsibilities

To write an effective strategic programs job description, begin by listing detailed duties, responsibilities and expectations. We have included strategic programs job description templates that you can modify and use.

Sample responsibilities for this position include:

Develop/improve/enhance standardized QRM MF processes, tools, templates and guidance for Global Risk Programs
Vendor onboarding and oversight related to capture of new retirement assets into the firm under the new regulations
Champion product changes and enhancements via Quick to Market and Product Development processes
Must have the ability to create/mock-up wireframes and participate in consumer testing as required
Develop means for the portfolio to be a continuous process, including identification of new projects, prioritization, and execution
Strong business development and negotiation skills and experience
The ability to engage C-level executives and drive commercial outcomes
Create and deliver a Regional VC Program strategy in alignment with the Global Innovation Program
Establish professional relationship with relevant partners focused on FinTech in the LAC region
Continues to mature the program management approach and capabilities

Strategic Programs Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Strategic Programs

List any licenses or certifications required by the position: PMP, PMI, LEAN, FAA, AWS, CEM, PMO, CRL, CMRP

Education for Strategic Programs

Typically a job would require a certain level of education.

Employers hiring for the strategic programs job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, MBA, Management, Marketing, Education, Engineering, Business/Administration, Finance, Technology, Technical

Skills for Strategic Programs

Desired skills for strategic programs include:

PowerPoint
Experience in process flow analysis/mapping
SharePoint and Visio
Procedures
Processes
Regulations
SharePoint
Visio and Project
Assessing issues and solutions and educates others
Excel and PowerPoint

Desired experience for strategic programs includes:

10 years of relevant work exposure to multiple LAC markets
Ability to develop and drive key regional relationships
Excellent communication skills, both written verbal, and can influence without direct authority
Fluent in Spanish, Fluency in Portuguese a strong asset
Minimum of a Bachelor's Degree in Business/Finance/Marketing or related field
Fluent in Spanish, Fluency in Portuguese is a strong asset

Strategic Programs Examples

1

Strategic Programs Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of strategic programs. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for strategic programs
  • Creates enterprise-wide diversity and inclusion strategies, standards, policies, processes and tools and oversees implementation
  • Recommend changes for improving current TA tracking processes
  • Execution of certain JPM Field Strategy tasks and deliverables – front office training & client communication
  • Execution of certain JPM firm wide retirement strategy tasks and deliverables – external
  • Execution of strategy and deliverables around potential avenues available across certain products and LOBs
  • Leadership of workstream or deliverables related to the impact of the Rule to financial planning, marketing, and documentation
  • Producing quality project artifacts and reporting to provide for successful regulatory exam or audits both during and after the program end date
  • Drive success in deliverables, tasks, or workstreams where needed, with flexibility
  • Liaising with senior management in GIM, CWM, CCB, US PB, JPMS, key critical senior stakeholder across the firm
  • Project managing and delivering strategic Suitability initiative and new product initiatives across the business
Qualifications for strategic programs
  • Significant experience in the financial services industry with a good knowledge & deep understanding of the risk & controls environment
  • Ability to communicate effectively with clients, third party consultants, custodians and across all employee experience levels throughout Global Investment Management (GIM)IM
  • Advanced degree, CFA, CAIA, FRM or CIPM strongly preferred
  • Solid understanding of project and program management methodologies and tools
  • Past successful leadership of business project team with 3+ direct reports
  • Experience with Regulatory programs (a plus)
2

Strategic Programs Job Description

Job Description Example
Our company is hiring for a strategic programs. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for strategic programs
  • Lead HR process improvement initiatives across the Technology + Product Business Unit
  • Build a roadmap for HR process improvements and re-design projects
  • Lead planning for HR process improvements across the business
  • Work with corporate HR teams to influence HR process redesign efforts
  • Identify opportunities for HR process efficiency across the Technology + Product business unit
  • Develop a financial payback model for key HR activities and initiatives
  • Lead a project or multiple projects independently with direct reporting to senior management
  • Define project scope and identify key stakeholders
  • Design and deploy project materials efficiently to stakeholders and to project team
  • Keep updated on GWM innovations, changes to business model, utilize business knowledge
Qualifications for strategic programs
  • Strong experience in managing client engagements, including leading client meetings, communicating program updates, creating client reports
  • Minimum 3 years post-college work experience in global wealth management
  • Strong conceptual and analysis skills, with ability to synthesize data, develop business insights and solve problems
  • Strong written and oral communication skills, including designing and creating concise communication materials for senior leaders and business management
  • Ability to multi-task and organize work to meet deadlines across multiple assignments
  • Strong interpersonal and influencing skills, with ability to interact with colleagues at all levels
3

Strategic Programs Job Description

Job Description Example
Our company is growing rapidly and is hiring for a strategic programs. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for strategic programs
  • Be recognized by the business as a key player
  • Able to coordinate and solicit well represented opinions and feedback from a group with diverse perspectives to reach a common, best solution
  • Anticipate potential risks, problems and provide solutions to mitigate risks
  • Responsible for strategic segment’s long term vision and strategy to meet annual and future goals
  • Manage budgets, sales forecasts, customer and profitability goals
  • Direct supervisory responsibility for a team of product managers, engineers, marketing assistants, and/or channel managers that includes strategic alignment, daily work direction, exception management, goal setting, performance management, including the ability to hire and fire, and employee development
  • Develops employee resource group (ERG) strategy with local leadership and HR to support D&I council launches
  • Develop strategy for ERG leadership development & planning for co-chairs and select committee leads
  • Collaborates with outside network of diversity and inclusion professionals to identify best practices and showcase our efforts
  • Partnerships with D&I recruiting partners in the SBUs/Corp
Qualifications for strategic programs
  • Working with the Risk & Control teams to ensure we maintain an excellent control environment
  • Knowledge of Payments Wholesale and Treasury & Cash Management Business (a plus)
  • Participate in short-middle term project deliverable
  • Own, deliver and execute tasks in a timely manner, manage and meet deadlines
  • Understand the project subject matter and context, including regulatory environment
  • Take initiative in proposing solution and “thinking outside of the box”, considers impact across business
4

Strategic Programs Job Description

Job Description Example
Our company is looking for a strategic programs. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for strategic programs
  • Update documents/content pertaining to the (EPP) program for Marketplace Procure (MPP)
  • Conduct market research for potential EPP non-bid agreements
  • Assist with developing educational training materials for the EPP Program
  • May participate in council calls
  • Monitor projects and communicate project status
  • Manage a project or multiple projects independently with direct reporting to senior management
  • Operate across all regions to ensure the assets and programs developed for their consumption are fully utilized
  • Coordinate and lead events and activities to achieve successful program outcomes
  • Analyze the health of the Alliances Business Development and Strategic Relationships business, ensuring that strategic decisions are supported through data and analysis
  • Serve as the League's primary liaison with the Department of Homeland Security, Science and Technology and Office of SAFETY Act compliance
Qualifications for strategic programs
  • Contribute in meaningful and appropriate ways to meetings or calls
  • Build network within GWM including and outside of Strategic Programs, across geographies
  • GWM and CWM expertise in brokerage, discretionary, and the broader investment business
  • Strong multi-tasking skills and ability to manage multiple tasks forward concurrently with flexibility
  • Polished, organized, and well prepared presence and sales/advisor friendly style
  • Project management mindset, experience, and structured approach
5

Strategic Programs Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of strategic programs. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for strategic programs
  • Coordinate and manage all contracts for the Security Department
  • Launch 2-4 new programs on an annual basis through various channel partners, particularly our installer base
  • Track and report upon status, risks, and issues of key tasks or deliverables with organizational excellence
  • Lead the planning and implementation of key tasks and deliverables end to end
  • Identify and liaise with subject matter experts to develop knowledge of the wealth management business models, infrastructure, and offerings to deliver results and provide transparency
  • Produce quality presentations that provide visual storytelling with supporting details for management at various levels of seniority
  • Identify solutions and tactics for improvements and efficiencies ongoing
  • National Programs Strategy Development and Execution
  • Collaborate with internal and external partners (NES, EE Execution, Sales, Joint Utilities, NYSERDA and PSC) to develop robust strategies that offer best-in-class approaches to demand response for the participating market
  • Produce reports from applicant database daily
Qualifications for strategic programs
  • Significant Cash management/ Treasury payments experience
  • Extensive working knowledge of external/industry activities within their area of expertise sufficient to develop creative and innovative solutions to complex organizational issues
  • Effective partnership and collaboration with the local regional Heads of PAG
  • Continuously transparency, collaboration, and partnership across all LOBs and workstreams
  • Ability to navigate the organization with ease and determination
  • Strong understanding SDI products with a solid appreciation of product lifecycle from execution to settlement

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