Partner with enterprise leadership to design and implement scalable practice management strategies for large RIAs, broker-dealers, and financial institutions.
Own the creation of best practice playbooks, curricula, and thought leadership content to drive advisor adoption and firm-wide growth.
Deliver in-person and virtual sessions at client sites and industry conferences, representing Zocks as a subject-matter expert in practice management.
Program ManagementStrategic StorytellingData AnalysisCRM Platforms
Support advisor-facing product marketing and enablement for enterprise partner programs like Morgan Stanley and Edward Jones.
Execute campaigns to increase advisor engagement, adoption, and retention across partner workflows.
Collaborate cross-functionally with Product, Operations, and Relationship teams to deliver partner initiatives.
Ren is a financial services and wealth management company that provides charitable solutions and platform capabilities. As an equal opportunity employer, Ren fosters a collaborative culture with teams across product marketing, enterprise relationships, and operations.
Drives strategic planning and annual/quarterly OKR processes for Customer Success leadership, serving as a key connector between CS, Product, Sales, Marketing, and Finance.
Owns end-to-end program management for strategic CS initiatives, from scoping to delivery, ensuring cross-functional alignment and accountability.
Synthesizes data and insights to inform CS strategy, retention trends, expansion opportunities, and develops business cases for new investments.
KnowBe4 empowers the modern workforce to make smarter security decisions every day. Trusted by over 70,000 organizations, the company is a pioneer in digital workforce security and fosters a modern, high-tech, and fun work environment.
Lead the strategy, governance, and execution of enterprise-wide peer-to-peer physician education and speaker programs.
Oversee the end-to-end speaker lifecycle including identification, onboarding, contracting, training, and compliance.
Partner with Marketing, Medical Affairs, Sales, Compliance, Legal, and Finance to ensure compliant and impactful program delivery.
Natera is a global leader in cell-free DNA testing, dedicated to oncology, women's health, and organ health. The company employs highly dedicated professionals from world-class institutions and values a diverse, inclusive workplace.
Lead end-to-end delivery of complex cross-functional programs supporting Presbyterian’s growth strategy, including technical implementations and ambulatory clinic development.
Drive alignment across IT, business operations, finance, HR, and other stakeholders, and translate strategic business needs into actionable plans.
Develop program roadmaps, KPIs, risk mitigation strategies, and executive-level reporting to ensure delivery against scope, timeline, and budget.
Presbyterian Healthcare Services is a locally owned, not-for-profit healthcare system with nine hospitals, a statewide health plan, and a growing multi-specialty medical group. Founded in 1908 in New Mexico, it is the state's largest private employer with nearly 14,000 employees, including more than 1,600 providers and nearly 4,700 nurses.
Design and implement governance frameworks to align cross-functional stakeholders for a global sales platform.
Develop engagement models for sales plays and content creation across regional teams.
Coordinate change management and communication strategies to drive large-scale platform adoption.
itD is a new generation consulting and software development company that blends diversity, innovation, and integrity. It is a woman- and minority-led firm with a flat structure, empowering employees to deliver excellent results.
Drive execution of business and partnership programs across internal and external teams.
Support external partnerships as a day-to-day operational point of contact.
Coordinate cross-functional stakeholders to ensure alignment and accountability.
Modern Health is a mental health benefits platform for employers. It is a hyper-growth, female-founded company with over $170M raised and a fully remote workforce.
Build trusted relationships with clients and internal teams as the go-to person for strategic thinking.
Own a portfolio of 3-4 enterprise U.S. clients end-to-end, from strategy to delivery and renewals.
Navigate complex corporate structures, manage multiple stakeholders, and scope new work alongside the delivery team.
Phiture is a mobile growth consultancy that helps leading apps like Adobe, Headspace, and LEGO® grow. We are a global team of experts setting the standard for digital growth, with a focus on collaboration and innovation.
Own program management for Tier 1 customer engagements, acting as the primary point of accountability for structure, timeline, and execution.
Build and maintain detailed project plans, proactively driving execution and escalating when engagement health is at risk.
Coordinate cross-functionally with Sales, Account Management, and other teams, managing multiple concurrent high-touch engagements.
Blockdaemon powers the blockchain economy with its suite of industry-leading infrastructure solutions. We are a globally established, ISO-27001 certified partner with extensive protocol coverage, offering technical depth and industry-leading SLAs.
Oversee executive office operations, key partner relationship management, and CEO travel to support national priorities.
Design Salesforce CRM strategies for proactive donor, board, and stakeholder engagement.
Manage cross-functional CEO engagements and lead integration of enterprise strategy into departmental execution.
Big Brothers Big Sisters of America is the nation's premier youth mentoring service organization, connecting youth with mentors to reach their full potential. With a network of over 200 affiliate agencies, the organization fosters a culture of inclusion, diversity, and empowerment for all stakeholders.
You own the long-term partnership with higher education institutions, setting strategic direction and aligning goals with the PeopleGrove platform.
You lead a team of Engagement Managers to drive adoption and ensure renewal outcomes across your portfolio.
You serve as the senior point of contact for institutional leadership, advocating for client needs internally and tracking performance metrics.
We are the trusted leader in student and alumni lifecycle engagement, helping colleges and universities drive real outcomes. With over 16 years of industry leadership and a dedicated team of over 100 professionals, we offer innovative software solutions and foster a collaborative, purpose-driven culture.
Lead the tax-to-wealth expansion strategy, building scalable playbooks and operating models across tax practices.
Partner with Client Development to drive conversion rates and revenue outcomes for high-potential tax client populations.
Own performance management, executive reporting, and program governance to track pipeline health and growth metrics.
Mercer Advisors has been helping families amplify and simplify their financial lives for over 40 years by integrating financial planning, investment management, tax, estate, and insurance. Ranked #1 RIA firm by Barron's, they serve over 42,800+ families across 110+ U.S. cities and emphasize a flexible, diverse workplace with over half of employees being women.
Define, own, and execute program strategies for large-scale regulatory initiatives with significant autonomy.
Build and run operating models across diverse cross-functional teams, keeping distributed workstreams aligned.
Diagnose and resolve systemic operational gaps, building self-healing processes and scalable infrastructure.
Stripe is a financial infrastructure platform for businesses, enabling millions of companies to accept payments and grow revenue. It is a large, mission-driven company focused on increasing the GDP of the internet, with a culture that values rigorous thinking and rapid execution.
Manage program management for the Security organization, applying a single operating standard across all projects.
Own intake, triage, status reporting, capacity planning, and prioritization using AI-augmented systems.
Partner with security leadership, engineers, and the AI team to refine and drive AI-assisted program management.
JumpCloud is the AI-powered unified IT management platform designed to secure the modern workforce. The company is remote-first and fosters a culture of connection and innovation, with teams in 15+ countries.
Partner with advisors to support proposals and client consultations, ensuring consistent application of Mariner's investment platform.
Serve as a primary point of contact between Investment Strategy team, advisors, and internal strategies, fostering collaboration.
Represent Mariner Investments as a client-facing authority across all client segments, from emerging affluent to UHNW.
Mariner Wealth Advisors is a wealth management firm serving clients from emerging affluent to ultra-high net worth. The company fosters a collaborative culture with a focus on professional growth and work-life balance.
Drive the Strategic Advisory Board's end-to-end management, including recruitment, governance, and executive engagement.
Lead complex cross-functional programs like the World Works Initiative with disciplined delivery and stakeholder alignment.
Oversee ServiceNow.org's event portfolio, ensuring cohesive execution and measurable business outcomes.
ServiceNow is the AI control tower for business reinvention, helping 85% of the Fortune 500 work smarter, faster, and better. They are building an AI-native culture with a focus on technology and talent.
Own the end-to-end program management and execution of Bold Moves, a portfolio of company-wide strategic growth initiatives, driving roadmap, prioritization, and financial outcomes.
Build and maintain financial models to quantify initiative impact, develop business cases, and track value realization against targets.
Prepare executive-ready updates, dashboards, and recommendations, surfacing risks and aligning cross-functional teams to ensure initiatives deliver measurable business value.
Real Chemistry is a global healthcare agency that blends scientific expertise, human-centred creativity, and AI-driven insights to transform healthcare communications and marketing for top pharmaceutical and biotech clients. The company fosters a culture of innovation and collaboration, with a commitment to excellence and a people-first approach, as reflected in its #LifeatRealChem ethos.
Lead the organization’s most complex, high-visibility strategic programs across business, technology, operations, and external partners.
Drive alignment, governance, execution, risk management, and delivery of initiatives critical to organizational success.
Operate with significant autonomy in a highly matrixed environment to deliver successful outcomes for major media facility construction and relocation initiatives.
NBCUniversal is a leading media and entertainment company creating world-class content across film, television, streaming, and theme parks. As a subsidiary of Comcast Corporation, they foster an inclusive culture and a talented workforce to serve diverse communities worldwide.
Lead end-to-end execution of large-scale specialty pharmacy and healthcare transformation programs.
Drive program strategy, governance, and execution across multiple concurrent implementations.
Partner with executive stakeholders to drive decision-making and ensure successful outcomes.
Shields Health Solutions partners with health systems to design, implement, and scale specialty pharmacy programs. They are a growing organization focused on operational transformation and innovation.
Own strategic relationships with top US insurance carriers, acting as the bridge between legacy operations and cutting-edge AI platform delivery.
Drive end-to-end delivery of complex AI implementation programs, ensuring measurable business impact and deep platform adoption.
Influence product roadmap and mentor team members while navigating enterprise politics and managing risk in digital transformation initiatives.
Instabase democratizes access to AI innovation for solving unstructured data problems. With customers including the world's largest organizations and investors like Greylock and Andreessen Horowitz, the company is a global, people-first team built on fearless experimentation and customer obsession.
Lead end-to-end ownership of OMX's highest-priority strategic initiatives, delivering measurable business impact.
Bring structure to ambiguity by developing clear execution plans, aligning stakeholders, and driving complex initiatives from strategy through delivery.
Champion a culture of continuous improvement by introducing scalable operating mechanisms, strengthening program governance, and helping teams execute with greater speed, clarity, and efficiency.
Chime is a financial technology company that provides banking services through partner banks, aiming to help people achieve financial progress. The company has a deeply entrepreneurial culture and a team of problem solvers focused on member experience.