The AWM Operations Manager enables effective day-to-day operations that support Advice & Wealth Management (AWM) Investment Optimization (IO) program execution on behalf of Program and Field Implementation (PFI). This role brings structure, consistency, and transparency to how work enters the AWM portfolio, how it is evaluated and prepared for execution, and how leaders gain operational visibility to support prioritization, resourcing, and delivery decisions. The Operations Manager also partners closely with PFI leaders and delivery teams to clarify business requests, map current and future‑state processes, capture requirements and decisions, and produce operational work products (e.g., requirements, process flows, and readiness materials) teams can confidently build and execute against. AWM IO Execution Operations ·         Manage the AWM Operating Model intake process end-to-end (intake form/entry, completeness checks, intake reviews, decisions, and follow-ups) so requests are well-defined and ready for effective prioritization and resourcing decisions. ·         Support portfolio governance by partnering with stakeholders to validate funding sources, align on new‑initiative financial assumptions, and ensure accurate, complete financials are captured at intake and maintained for initiatives across the AWM portfolio. ·         Facilitate Centralized Engagement governance forums and prepare decision‑ready materials that provide leaders with clear visibility into demand, impacts, timing, and trade‑offs. ·         Maintain and continuously improve intake standards, templates, and documentation to support consistent execution and efficient onboarding for partners. ·         Produce recurring intake and portfolio reporting (e.g., volume, cycle time, aging, demand themes, outcomes) and translate insights into a prioritized improvement backlog. PFI Initiative Analysis & Support • Lead business analysis for PFI initiatives, partnering with business leaders and SMEs to understand and confirm scope, analyze, and document requirements for complex, cross‑functional initiatives. • Perform process and gap analysis while translating business needs into actionable analysis artifacts, including process and workflow diagrams, use cases, business rules, and functional requirements that support solution design and delivery. • Manage requirements throughout the initiative lifecycle, assessing impacts of change, applying change control discipline, and ensuring traceability to approved business objectives. • Partner across PFI, technology, and business teams to align on scope and solution approach, facilitate working sessions, and enable smooth transitions through build, test, release, and operational readiness. Required Qualifications • Bachelor’s degree in Finance, Business, or related field; or equivalent work experience. • 4-6 years of relevant experience required • 3+ years of successful track record with high comfort level in managing transformational initiatives, change management and financial management • Ability to navigate stakeholder relationships and work effectively across organizational boundaries • Strong leadership, analytical and relationship management skills • Highly effective verbal and written communication skills   Preferred Qualifications • Ability to explain technical information in non-technical language to drive progress • Experience with OnePlan or other Project Management / Resource management software tool • PMP, ITIL certifications Base Pay Salary The estimated base salary for this role is $98,000 - $120,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurance. Full time Exempt Technology SERVD Service Delivery