Oversees end-to-end project management activities, with oversight for the full project life cycle.
Assigns cross-functional workstream members and manages the progress and contributions of the working team to ensure all activities deliver expected value within committed time frames.
Manages contingencies between multiple workstreams and monitors interdependencies and synergies.
Establishes and reports on the program’s governance (e.g., sponsors, approvers, stakeholders) and project progress.
Effectively anticipates and mitigates major risks across the project life cycle.
Proactively crafts feasible solutions to combat risks and issues.
Monitors project results/performance for significant deviations, evaluates options, and makes recommendations for corrective actions; implements selected actions.
Recommends improvements and changes as necessary.
Owns critical state partner programs and plan reporting, including requirements, timeline management, governance and oversight of third parties, value delivery, and communication.
Identifies and addresses potential issues, resolving them in a timely manner.
Builds relationships and trust with stakeholders through consistent communication and delivery of high-quality outcomes through attention to detail and thorough knowledge of 529 product and related programs.
Partners with third-party recordkeeper to ensure adherence to established requirements, timeline, and execution of various state-sponsored incentive programs, aimed at increasing account owner contributions to 529 plans.
Partners with the College Savings Data Analyst to ensure data integrity and quality assurance of plan and regulatory-required deliverables by validating data, uncovering potential issues and/or opportunities for refinement.
Leverages data analytics and industry acumen to solve business challenges.
Distills complex data into actionable insights and business solutions.
Summarizes results visually (e.g. PPTX) and communicates ideas to business partners (including state partners); translates technical concepts into plain language clearly and succinctly.
Critically analyzes results and processes to uncover opportunities to better service clients and streamline business operating procedures.
Compiles data-driven industry and competitive analysis including current and future trends to inform strategic business decisions and plan innovations.
Supports investment enhancements through direct partnership with the Multi-Asset team.
Requirements
Bachelor's degree or the equivalent combination of education and relevant experience
5+ years of total relevant work experience
Strong communicator, critical thinker and problem solver
Intellectually curious, detail-oriented and adaptable to change
Business Intelligence or Data Analytics experience, including knowledge of data management tools (e.g. Snowflake, SQL, Qualtrics, Python) (preferred)
Excel and PowerPoint experience (preferred)
Proven ability to drive outcomes when requirements are unclear (preferred)
Industry knowledge and experience (strongly preferred)
Benefits
Competitive compensation
Annual bonus eligibility
A generous retirement plan
Hybrid work schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits
Applicant Tracking System Keywords
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