7 Senior Management Roles jobs in Farmers Branch
Director of Strategic Planning
Posted 2 days ago
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Director of Strategic Planning
Posted 12 days ago
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Director of Strategic Planning
Posted 13 days ago
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Key Responsibilities:
- Develop and manage the company's strategic planning process, including annual and long-term planning cycles.
- Conduct comprehensive market analysis, competitive intelligence gathering, and industry trend forecasting.
- Identify and evaluate strategic opportunities for growth, innovation, and market expansion.
- Develop business cases and financial models to support strategic recommendations.
- Collaborate with executive leadership and cross-functional teams to define strategic objectives and key performance indicators (KPIs).
- Translate strategic plans into actionable initiatives and implementation roadmaps.
- Monitor the execution of strategic initiatives, tracking progress against defined KPIs and making necessary adjustments.
- Facilitate strategic planning workshops and facilitate discussions among senior leaders.
- Communicate strategic plans and progress to internal stakeholders at all levels.
- Stay informed about emerging trends, technologies, and best practices in strategic management.
- Advise executive leadership on strategic implications of market shifts and competitive actions.
- Ensure alignment of departmental plans and resource allocation with overall corporate strategy.
- Master's degree in Business Administration (MBA), Finance, Strategy, or a related field.
- Minimum of 10 years of progressive experience in strategic planning, corporate strategy, or management consulting, with a significant portion in a leadership capacity.
- Proven ability to develop and execute complex strategic plans in a corporate environment.
- Strong analytical, problem-solving, and critical thinking skills.
- Excellent communication, presentation, and interpersonal skills, with the ability to influence senior stakeholders.
- Demonstrated experience in market research, financial modeling, and competitive analysis.
- Proficiency in strategic planning frameworks and methodologies.
- Experience in managing cross-functional projects and driving organizational change.
- Ability to work effectively in a fast-paced, dynamic environment.
- Strong understanding of various business functions and their interdependencies.
Senior Management Consultant - Strategic Planning
Posted 2 days ago
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- Conducting comprehensive business assessments and diagnosing organizational strengths and weaknesses.
- Developing strategic roadmaps and implementation plans tailored to client objectives.
- Leading cross-functional project teams to deliver on time and within scope.
- Facilitating workshops and meetings with client stakeholders at all levels.
- Preparing high-quality client deliverables, including presentations, reports, and financial analyses.
- Mentoring junior consultants and fostering a collaborative team environment.
- Staying abreast of industry best practices and emerging trends to provide cutting-edge solutions.
Qualifications include a Bachelor's or Master's degree in Business Administration, Economics, Finance, or a related field. A minimum of 5-7 years of progressive experience in management consulting or strategic roles within a corporate environment is required. Demonstrated expertise in strategic planning, change management, and operational improvement is highly valued. Excellent proficiency in Microsoft Office Suite, particularly PowerPoint and Excel, is expected. Strong project management skills and the ability to manage multiple priorities effectively are key.
People & Places (PPL) Strategic Planning Operations Manager
Posted 19 days ago
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25WD91496
**Position Overview:**
The Strategic Planning Operations Manager will accelerate the work of the People and Places (PPL) organization's Portfolio, Planning, and Programs. We are seeking a highly organized big picture thinker who can swivel to detailed thinking and execution in a single conversation. This role focuses on two primary things: 1. Operational support of PPL's portfolio, planning, and program work including OKR management, monthly and quarterly business reviews, and general operational rhythms and hygiene, and 2. Enablement support of the wider PPL planning ecosystem - building reliable, repeatable processes for planning and delivery ensuring teams have clarity on goals and timelines.
This newly created role works directly with the PPL Sr. Portfolio & Planning Manager to shape how we deliver work at scale. The Strategic Planning Operations Manager will drive reliable processes and demonstrate leadership in inspiring alignment as a key part of the PPL team's ongoing evolution while directly contributing to growth at Autodesk.
To do the role effectively, the right candidate will be able to establish strong partnerships to connect strategy to execution across projects, ensuring collaboration across PPL functions delivering high quality results. They will document and role model effective decision-making and teamwork in ambiguous and high-visibility situations.
This position will report to the Sr Portfolio and Planning Manager, and it can be 100% remote in the U.S.
**Responsibilities:**
+ Implement planning operating rhythms, norms, and practices in partnership with the Sr. Manager and other stakeholders to ensure efficient and effective program design, monitoring, and delivery
+ Identify ways to continually improve and recommend solutions to address those gaps
+ Continually improve frameworks, mechanisms, and tools to enable program planning and execution across PPL
+ Establish and build strong working relationships with end users, partners, and stakeholders to gather insights, test solutions, and ensure successful change adoption and impactful results
**Minimum Qualifications:**
+ 6-8+ years of work experience in operational planning, strategy, and program management
+ Prior experience implementing and upleveling efficient and effective organizational planning rhythms
+ Data-driven decision maker with evidence of roles that required analytical thinking to drive results
+ OKR planning and strategic planning
+ Comfort and confidence working across multiple systems and tools to drive results
+ Exceptional written and oral communication skills with proven ability to communicate with all levels of an organization
+ Ability to manage complex projects and stakeholders in parallel with high levels of quality and impact
+ Agile approach to working with an orientation to pragmatic problem solving that enables immediate impact with space to grow as the team tests, iterates and learns
+ Demonstrated global program management capability in a complex matrixed environment
+ Demonstrated experience of leading with indirect authority
**Preferred Qualifications:**
+ Experience working within a complex global organization and planning tools (e.g., Airtable)
+ BA/BS in relevant field (Business, human resources, management, etc.)
**The Ideal Candidate:**
+ Motivated by the opportunity to build and create something
+ Learner with an appetite to iterate the improve current state
+ Collaborative mindset with strong relationship management
+ Comfort with ambiguity and motivated to solve complex problems
+ We > Me - Teamwork gives you energy and people lean-in to a project when you get involved
**Learn More**
**About Autodesk**
Welcome to Autodesk! Amazing things are created every day with our software - from the greenest buildings and cleanest cars to the smartest factories and biggest hit movies. We help innovators turn their ideas into reality, transforming not only how things are made, but what can be made.
We take great pride in our culture here at Autodesk - it's at the core of everything we do. Our culture guides the way we work and treat each other, informs how we connect with customers and partners, and defines how we show up in the world.
When you're an Autodesker, you can do meaningful work that helps build a better world designed and made for all. Ready to shape the world and your future? Join us!
**Benefits**
From health and financial benefits to time away and everyday wellness, we give Autodeskers the best, so they can do their best work. Learn more about our benefits in the U.S. by visiting transparency**
**Equal Employment Opportunity**
At Autodesk, we're building a diverse workplace and an inclusive culture to give more people the chance to imagine, design, and make a better world. Autodesk is proud to be an equal opportunity employer and considers all qualified applicants for employment without regard to race, color, religion, age, sex, sexual orientation, gender, gender identity, national origin, disability, veteran status or any other legally protected characteristic. We also consider for employment all qualified applicants regardless of criminal histories, consistent with applicable law.
**Diversity & Belonging**
We take pride in cultivating a culture of belonging where everyone can thrive. Learn more here: you an existing contractor or consultant with Autodesk?**
Please search for open jobs and apply internally (not on this external site).
Strategic Workforce Planning Senior Consultant
Posted 18 days ago
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At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
**The Opportunity**
As the **Strategic Workforce Planning Senior Consultant,** you will lead the development and execution of association-wide, forward-looking talent strategies that directly enable USAA's business objectives. You will champion a data-driven, capability-focused approach to ensure the organization has the right talent, skills, timing, location, and cost to meet its long-term goals. This role will connect talent, workplace, and technology, and build strong partnerships across HR, IT, Finance, and business leadership influencing strategic workforce planning capabilities across the association.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL.
Relocation assistance is available for this position.
**The Work Ahead**
+ **Strategic Workforce Planning & Business Alignment.** Design and implement near- and long-term workforce strategies aligned with association goals and transformation initiatives. Develop integrated workforce plans that articulate strategic, tactical, and financial goals, dependencies, and scenarios.
+ **Workforce Analytics & Data-Driven Decision Making.** Leverage advanced analytics and predictive modeling to identify emerging workforce trends and risks. Translate complex data into actionable insights for senior leadership, enabling proactive talent decisions.
+ **Workforce Optimization & Technology Integration.** Build blended staffing models that incorporate human, AI, and automated resources to meet evolving workload demands. Partner with IT and operations to align workforce capabilities with digital transformation initiatives.
+ **Cross-Functional Collaboration & Influence.** Collaborate with HR, Technology, Finance, Operations, and other key stakeholders to align workforce planning with association strategy. Serve as a strategic advisor to senior leaders, influencing decisions through data and workforce insights.
+ **Integration & Risk Mitigation.** Integrate workforce planning with association functions including HR, CFO, CRE, Risk, and Association Planning and drive adoption of practices and process. Ensure planning processes operate within established risk, compliance, and performance thresholds.
+ **Consultation & Co-Creation** **.** Act as an internal consultant to business leaders, co-creating workforce strategies that support business growth and agility.Facilitate strategic planning workshops and capability assessments.
+ **Capability Development** **.** Build organizational workforce planning capability by training HRBPs and business leaders on tools, frameworks, and best practices.Promote a culture of proactive talent planning and continuous improvement.
**What** **you'll** **do:**
+ Creates and implements strategic workforce plans that are fully integrated with business objectives, ensuring clear communication of strategic, tactical, and financial goals, dependencies, and potential risks.
+ Leverages analytics and predictive modeling to forecast future workforce needs, skill gaps, and potential talent shortages, creating real-time dashboards and reports.
+ Identifies and analyzes emerging trends in the labor market, technology, and industry to anticipate their impact on the organization's workforce, communicating actionable insights to senior leaders.
+ Develops blended staffing models that effectively blend human, AI, and automated resources to maximize efficiency, reduce costs, and improve employee engagement, piloting and implementing new models as needed.
+ Builds and maintains strong relationships with key stakeholders across HR, Technology, Finance, and Operations, actively participating in strategic planning discussions and providing expert guidance.
+ Translates data and analysis into compelling narratives that influence decision-making at all levels, providing proactive support and guidance to HR business partners and other stakeholders.
+ Collaborates with HR, Finance, CREWs, Risk, and other association functions to ensure that strategic workforce plans are aligned with their strategies and goals.
+ Develops and maintains processes to monitor strategic workforce plan performance against metrics, ensuring compliance with laws, regulations, and company policies.
+ Acts as an internal consultant to business leaders, co-creating tailored workforce strategies to support business growth and agility, and facilitating strategic planning workshops.
+ Serves as a mentor and coach to HR business partners and other stakeholders, sharing expertise in strategic workforce planning and promoting a culture of proactive talent planning.
+ Identifies and shares best practices in strategic workforce planning, encouraging the adoption of innovative approaches and techniques throughout the organization.
+ Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
**What you have:**
+ Bachelor's degree in Finance, Business or Human Resources or related discipline; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
+ 6 or more years of relevant Workforce Planning & Forecasting or HR Metrics experience or 2+ years relevant workforce planning, forecasting, of HR metrics experience and 4+ years business support analytics experience in financial services.
+ Experience developing long range (1 year +) workforce planning and forecasts.
+ Strong acumen to identify future talent/skill needs based on business strategy.
+ Highly proficient critical thinking, analysis, business planning, communication and forecasting skills.
**What sets you apart:**
+ Experience in insurance and/or banking sectors.
+ Familiarity with call center and sales workforce dynamics.
+ Knowledge of workforce planning technologies and platforms (e.g., Workday, SAP, Oracle).
+ Experience with design thinking and agile methodologies.
+ Expertise in integrating human and AI resource planning.
+ Experience bringing and implementing strategic workforce planning best practices
**Compensation range:** The salary range for this position is: $93,770- $179,240 **.**
**USAA does not provide visa sponsorship for this role. Please do not apply for** **this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.)**
**Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
**Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
_Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._
_USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._
**If you are an existing USAA employee, please use the internal career site in OneSource to apply.**
**Please do not type your first and last name in all caps.**
**_Find your purpose. Join our mission._**
USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.
USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
California applicants, please review our HR CCPA - Notice at Collection ( here.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
J.P. Morgan Wealth Management - Executive Director - Practice Management Consultant
Posted 6 days ago
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The PMC supports and guides Advisors to strengthen their business and help them through their journey of building a successful and sustainable long-term practice. You will help advisors engage with their clients with a strong foundation in Practice Management Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service. This role also supports market level leaders, helping them coach advisors on these practice management behaviors.
As the Practice Management Consultant on the J.P. Morgan Wealth Management Field Effectiveness Team, you will have a unique opportunity to engage with Advisors and Leadership and be able to determine regional goals in partnership with a regional operating committee. The PMC will be able to provide direct support to advisors in a reactive way, while also presenting strategic, forward looking plans to help regions and divisions achieve strong business results.
Job Responsibilities:
- Deliver key practice management concepts and tools to financial advisors and field leadership
- Serve as a mentor and resource to advisors, providing coaching and training, so they can be the most effective advisors possible
- Lead advisors in a Goals-Based Approach to Investing
- Field advisor requests and identify how the request should be resolved or escalated through partnerships with other key Subject Mater Experts in Product, Planning, Technology, etc.
- Create strategic partnerships with Regional Leads and operating committees to work closely to drive adoption of initiatives and achieve business goals
- Deliver effective communications to the field and between partners in the division and region to support new advisor initiatives and updates
- Become a subject matter expert on the Practice Management tools, products and capabilities - specifically Wealth Plan (WP) and client relationship system
- Build out useful advisor content and drive adoption of goals-based advice initiatives
- Deliver both one on one and workshop based presentations and training
Required qualifications, capabilities, and skills:
- 5+ years broad business and sales experience in the wealth management industry
- Proven leadership experience and ability to effectively partner with others
- Ability to effectively educate advisors who have a wide array of abilities, investment/capital market knowledge, and financial planning experience
- Foundational knowledge in a goals-based approach to investing
- Deep investment and product knowledge, and the ability to articulate complex investment ideas
- Experience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, and financial planning
- Exceptional written skills and strong executive communications experience
- Strong presentation skills and ability to coach advisors to present effectively - namely related to the financial plan and investment solutions
- Series 7, Series 66 required
Preferred qualifications, capabilities, and skills:
- CFP preferred
- Previous Advisor experience preferred
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
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