Senior Strategy Manager

POSITION SUMMARYThe SBU Strategy & Planning Senior Manager supports key operational activities, department planning, and strategic analysis on behalf of the Strategic Business Unit. Reporting to the EVP of Core Client Operations, the Senior Manager enables efficient and timely operation of the department, serves as a liaison across corporate groups, and will be instrumental in the unit’s continued growth and evolution as a client-facing service. You will work closely with cross-functional teams to streamline processes, drive efficiency, and ensure seamless client service delivery.This position requires a strong background in operations, finance, data analysis, and project management, coupled with executive communication skills and problem-solving abilities.OBJECTIVESGenerate and maintain comprehensive reports on department performance, project milestones, and financial outcomes.Support the day-to-day operations of the client-facing department and identify operational inefficiencies and recommend improvements to enhance productivity and client/team satisfaction.Manage the creation and submission of training for new team members of the department and collaborate with Corporate PMO to improve processes and content as practices and tools evolve.Lead ad-hoc business data analysis and reporting, as directed by the EVP, offering insights and recommendations to drive strategic decisions.Lead the internal professional development forum for select members of the SBU Advisor community.Lead new Client administration, including contracting, onboarding, integration, and hand-off from the Platform Team.Administer and analyze SBU Client surveys and feedback to support strategic decision-making.Conduct routine client service agreement audits and proactively communicate needs for contract renewal to senior management.EDUCATION AND EXPERIENCEBachelor’s degree in Business, Finance, Operations Management, or a related field.5-7 years of experience in a business operations, planning, or internal strategy role, preferably in a client-service industry.Experience with Asana Project Management software preferred.PHYSICAL REQUIREMENTSProlonged periods sitting at a desk and working on a computer.COMMITMENT TO DIVERSITYAs an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, Cardone Ventures recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates, and partners.If this position caught your eye, send us your resume!

For best consideration, include the job title and source where you found this position in the subject line of your email to careers @ cardoneventures.com . Already a Cardone Ventures candidate? Please connect directly with your recruiter to discuss this opportunity.

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