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Empower

Personalized financial guidance, savings, investing platform

Lead Analyst Digital Accelerator

Business OperationsUpdated on Nov 7
Full-timeRemote in USA

About the Job

Requirements

  • A bachelor's degree in Computer Science, Information Systems, Finance, or Accounting, or equivalent experience.
  • Six or more years of securities operations or accounting experience in the investment administration area of a financial industry firm.
  • Without a specialized degree, an additional four or more years of directly related experience is required.
  • A software development background.
  • Advanced Excel skills.
  • Detail orientation and ability to work independently.

Responsibilities

  • Develop prioritization lists and report status and accomplishments for aligned Investment or Investment Services departments.
  • Develop documentation standards and ensure implementation of investment system projects and initiatives.
  • Coordinate collaboration and training across Investment Digital Accelerators, and mentor team members to grow their experience and efficiency.
  • Lead and manage monthly meetings with Investment or Investment Services department managers and other Investment Digital Accelerators to align priorities and vision for the respective departments.
  • Maintain an evolving list of projects for each area and track priorities and accomplishments.
  • Report at least quarterly to department senior leaders at the Investment System Prioritization meeting on the process automation roadmap, status, and accomplishments.
  • Maintain sufficient understanding of department processes to recommend system enhancements that meet Investment Services department goals.
  • Research and propose best-practice process automation to department managers.
  • Use project management tools to communicate project plans and status updates.
  • Coordinate regular Digital Accelerator team meetings, including others across the company as appropriate, to share ideas.
  • Search for and coordinate training as necessary.
  • Consider capacity and skillsets across the Digital Accelerator team and propose cross-functional team collaboration where appropriate.
  • Develop standards for Alteryx and other applications’ process documentation for Investment Services, and ensure ongoing documentation meets standards.
  • Support business owners with developing appropriate controls and end-user computing controls.
  • Partner with internal IT and systems development resources to research process-flow issues.
  • Lead automation and internal process-modernization projects, emphasizing technical process enhancements, including developing and writing system-specific message files for processes using Alteryx, robotics, and other available tools.
  • Establish and maintain organizational procedures and best practices, including reviewing, recommending, and implementing changes to improve processes and workflow.
  • Partner with the IT team to define and execute tactical steps that realize a strategic technical vision.
  • Define and implement continuous-improvement processes to elevate organizational capabilities and business value.
  • Perform other projects as assigned.

About the Company

Empower

Personalized financial guidance, savings, investing platform

Empower is a financial services provider focused on helping people save, invest and receive advice. It serves both organizations and individuals, offering tools, guidance and support to reach financial goals. Its products work by giving users access to personalized financial advice and resources, combining advisory support with digital tools to manage accounts and investments. The company differentiates itself through its large, diverse client base (over 71,000 organizations and 17 million individuals) and its emphasis on trust, integrity and personalized guidance, aiming to deliver financial well-being at scale. Its goal is to empower financial freedom for all by delivering clear advice, tailored guidance and essential support throughout the financial journey.

Company size
Not listed
Company stage
Not listed
Total funding
Not listed
Headquarters
Flower Mound, TX
Founded
2014

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