Role Description This role leads high-impact strategic initiatives designed to drive long-term growth and value across the organization. The Director of Strategic Projects will oversee critical joint ventures, identify and execute M&A opportunities, and launch new business ventures that expand the company’s footprint. Working closely with executive leadership, this role balances strategic thinking with hands-on execution, managing multiple projects that impact operations, partnerships, and revenue growth. The ideal candidate thrives in a fast-paced, entrepreneurial environment, building strong relationships with internal and external stakeholders while driving measurable business outcomes. This position offers the opportunity to shape key strategic initiatives and directly influence organizational success on a national and international scale. - Oversee existing joint ventures, maintaining relationships with partners and ensuring alignment with strategic objectives - Serve as the primary point of contact for operating partners, supporting adoption of key initiatives and driving operational excellence - Develop and monitor metrics for business health, reporting trends and recommending actions to leadership - Build and maintain governance structures for joint ventures, including board meetings and executive engagement - Identify and facilitate mergers, acquisitions, and franchise opportunities, including evaluating potential deals, developing financial models, and negotiating terms - Launch new ventures by recruiting strategic partners, structuring businesses effectively, and coordinating cross-functional efforts - Partner with legal, finance, and operational teams to ensure successful execution of strategic initiatives and ventures Qualifications - 5+ years of experience in mergers and acquisitions, financial modeling, and strategic project management - Proven ability to lead teams of analysts, operators, and sales professionals - Bachelor’s degree in Business, Marketing, Hospitality Management, or related field (or equivalent experience) - Strong executive presence with ability to influence C-suite leaders and enterprise clients - Experience preparing financial models, diligence reports, business plans, and pitch books - Exceptional communication and presentation skills, with ability to convey complex concepts clearly - Experience managing multi-national or high-travel initiatives is highly desirable - Preferred: experience in private equity, banking, hospitality, vacation rental, property management, or franchise industries, with a track record of launching new businesses or initiatives Benefits - Competitive salary ($150,000 per year) with significant bonus potential for achieving key initiatives - Fully remote work within the United States with reliable internet connection - Health, dental, and vision insurance - Employer-sponsored and voluntary supplemental benefits - 401(k) retirement plan with immediate 100% company match on first 4% contributed - Paid flex time, vacation, and sick leave - Employee Assistance Program (EAP) and employee discounts - Opportunity for professional growth and exposure to high-impact strategic projects Company Description

Role Description As a Senior Consultant, Tracking Strategy & Insights, you will play a pivotal role in guiding clients to realize the full value of their tracking programs. You will combine deep expertise in brand health and advertising effectiveness research with strategic storytelling to turn data into actionable business decisions. This role involves leading multi-category or multi-country tracking initiatives, facilitating workshops, and delivering executive-level insights that influence marketing, product, and category strategies. You will serve as a trusted advisor to senior stakeholders, drive adoption of modern research principles, and contribute to organizational change management. Collaborating closely with internal teams, you will also support product development, operational efficiency, and go-to-market initiatives. This position is ideal for someone who thrives in a client-facing, analytical, and strategically impactful environment. - Lead complex tracking programs, maintaining high-level engagement with client stakeholders and executives - Define research objectives, scope, and methodologies to ensure long-term client success - Facilitate workshops to refine research inputs and translate findings into actionable business strategies - Drive client adoption of innovative metrics and insights integration into organizational strategy - Deliver compelling, executive-level presentations and recommendations to influence strategic outcomes - Identify opportunities to expand client partnerships and support pre-sales initiatives - Collaborate with internal teams to improve operational efficiency and support product innovation Qualifications - 5+ years of experience in Brand Health Tracking, either client-side, agency, or research technology platform - Expert understanding of quantitative market research methodologies, particularly continuous brand health and advertising effectiveness - Strong knowledge of modern marketing science principles (e.g., Ehrenberg-Bass Institute frameworks) - Proven ability to build trusted executive-level relationships, lead workshops, and present persuasively - Exceptional analytical skills with the ability to synthesize complex, multi-wave data into strategic insights and narratives - Excellent communication, organizational, and client management skills - Ability to thrive in a fast-paced, client-facing, and strategic consulting environment Benefits - Competitive base salary with performance-based bonus - Flexible work environment, including remote/hybrid opportunities and flexible PTO - Opportunity to work abroad up to 6 weeks per year - Dedicated learning budget and access to company-wide workshops - Private health insurance and pension plan options - Global mental health support and company-wide wellness days - Inclusive and diverse work culture with team bonding events and offsites Company Description

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. This role is eligible for a $5,000 licensing sign on bonus! Sign-on bonus eligibility applies to candidates who apply from March 25 to April 30. The Senior Wealth Advisor, Practice Lead plays a vital role in helping Empower's Personal Strategy clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for mass affluent households, focusing on clients in the Greater San Francisco Bay area. This role is focused on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal and strategic approach that is Easy, Personal and Enlightening. This role requires a natural leader—someone who can confidently serve as the lead advisor within a dedicated client practice team, which includes a Wealth Advisor and a Client Experience Specialist. While not a people management position, this role will set the tone for how the team shows up for clients: leading with empathy, clarity, and insight to deliver a first-class experience. This is an opportunity to help build a first-class client experience and make a meaningful impact on the financial lives of the clients we serve. What You Will Do - Serve as the lead advisor within a dedicated client team, working in close collaboration with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of Empower clients - Provide a first-in-class client experience servicing needs related to client onboarding, financial planning, and investor education - Comprehensive relationship management to be conducted via phone, email, and virtual meetings. Engagement is both proactive and reactive - Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness - Act as the liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients - Conduct comprehensive relationship management via phone, email, and virtual meetings - Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness - Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients - Clearly explain the ‘Personal Strategy’ investment strategy; recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives, and engage with clients on portfolio, market, and economic discussions - Provide clients with holistic financial planning on a large variety of subjects, including retirement planning, income optimization, tax-advantaged savings strategies, and education planning - Effectively delegate, coach, train, and develop colleagues and resources - Travel to meet with clients face-to-face and build strong relationships What You Will Bring - Bachelor degree in business or related discipline or equivalent experience - 4+ years related work experience in financial services - Experience with direct client contact while exhibiting a knowledgeable, professional demeanor - Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning - Experience managing a book of clients in a wealth management setting - Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long-term client relationships - Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients - FINRA Series 65 required - FINRA fingerprinting required upon hire - Ability to meet clients in person in the Greater San Francisco Bay area What will set you apart - Excellent verbal and written communication skills - Detail oriented and able to manage many time-sensitive tasks simultaneously - Pro-active self-starter, strong situational awareness and contextual thinking - Strong organizational and presentation skills - Proficient in, or ability to quickly learn, Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. - Medical, dental, vision and life insurance - Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup - Tuition reimbursement up to $5,250/year - Business-casual environment that includes the option to wear jeans - Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year - Paid volunteer time — 16 hours per calendar year - Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) - Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $104,800.00 - $148,075.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 04-11-2026 Want the latest money news and views shaping how we live, work and play? 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• Act as program director and project manager across a portfolio of high-impact strategic initiatives. • Ensure initiatives are well-scoped, resourced, and executed to deliver tangible business value. • Partner with IT leadership, business units, and executive sponsors to ensure projects directly support organizational priorities and transformation goals. • Provide direction and coordination to cross-functional project teams. • Collaborate with executive leadership, business sponsors, and technical teams to set objectives, define outcomes, and communicate progress with clarity and transparency. • Provide concise, actionable updates to senior and executive leadership on program/project progress, key risks, and mitigation plans, ensuring timely decision-making and alignment. • Anticipate, assess, and mitigate risks to minimize disruption. • Oversee select technology-focused projects and collaborate with IT to evaluate, implement, and modernize systems and processes. • Track and report on project outcomes, efficiency gains, and operational improvements.