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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in service-model design and operationalization, with strong analytical capabilities to assess impacts and define requirements. Proven ability to influence decisions and manage cross-functional relationships in a complex, iterative program environment.
Highest-signal resume keywords
Service-Model DesignOperationalizationAnalytical CapabilityCross-Functional CollaborationStakeholder Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Impact AssessmentGap IdentificationBusiness Requirements DefinitionOperationalization RoadmapsGovernance FrameworksService-Impact AssessmentsChange ManagementProgram ManagementStrategic AnalysisService Transformation
Soft Skills
Influence Without AuthorityRelationship ManagementExcellent CommunicationFacilitation SkillsOrganization and Prioritization
Industry Keywords
Financial ServicesRetirementRegulated EnvironmentCustomer-Centric ThinkingIterative Program Environment
About the role
Key responsibilities & impact- Lead the evolution of the service model as program scope, product design, customer journeys, and delivery decisions iterate
- Assess impacts to service experiences, capabilities, processes, roles, hand-offs, technology, data, controls, training, communications, and change readiness
- Define requirements, gaps, dependencies, and decisions needed to operationalize the service model and achieve the target state
- Translate analysis into recommendations, accountable owners, and sequenced actions aligned to program milestones and business priorities
- Manage multiple concurrent workstreams, priorities, and deliverables
- Develop and maintain relationships across functions and teams
- Facilitate cross-functional working sessions, synthesize perspectives, resolve ambiguity, and influence decisions without direct authority
- Establish and facilitate operating-model governance covering decision rights, ownership, dependencies, escalation, and stakeholder alignment
- Communicate complex analysis, service impacts, risks, and recommendations to teams, business leaders, and executives
- Maintain traceability between program decisions, service-model impacts, operationalization requirements, governance decisions, and outcomes
- Support communication, socialization, readiness, and adoption for implementation and sustainability
- Produce and maintain service models, service-impact assessments, gap analyses, operationalization roadmaps, governance frameworks, and readiness/adoption materials
Requirements
What you’ll need- Progressive experience at a manager or senior-manager individual contributor level in service-model design, service transformation, operationalization, or complex business change within an iterative program environment
- Strong business acumen connecting strategic direction, customer and advisor needs, operational realities, and program decisions
- Strong analytical capability, including impact assessment, gap identification, business requirements definition, and translating findings into implementation actions
- Excellent written, verbal, presentation, and facilitation skills
- Ability to influence decisions, build alignment, and move work forward across teams without formal authority or direct people leadership
- Proven relationship-management skills with cross-functional partners, business leaders, and executive stakeholders
- Excellent organization, prioritization, and time-management skills, with a track record of managing multiple workstreams and delivering high-quality outputs on time
- Sound judgment, initiative, ability to work independently, navigate ambiguity, and escalate issues with clear options and recommendations
- Experience managing interdependent work across Product, Technology, Operations, Sales, Service, and change-management partners
- Experience in retirement, financial services, or another regulated environment is an asset
- Business acumen and enterprise perspective
- Service-model leadership and customer-centric thinking
- Strategic analysis with hands-on operationalization capability
- Excellent communication, facilitation, and executive-ready storytelling
- Influence, negotiation, and decision support without formal authority
- Enterprise relationship management and cross-functional collaboration
- Strong organization, prioritization, multitasking, and deadline management
- Structured problem-solving, sound judgment, and personal accountability
- Agility and responsiveness in an iterative delivery environment
Benefits
Comp & perks- Flexible environment supporting learning, growth, well-being, and inclusion
- Health, dental, mental health, and vision insurance
- Short- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy and wellness benefits
- Employee/family assistance plans
- Retirement savings plans, including pension and 401(k) savings plans
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time annually in the U.S.
- Statutory leaves of absence
- Incentive programs and incentive compensation tied to business and individual performance
