Management Consultant Jobs in Houston, TX

Focus on Build out of Target Operating Model Consolidation

• Refreshed integrated Production by Role (Deposits)
• Product Attribution and forward-looking projections aligned to firm
• P&L – Leveraged from CTS that provides profitability by Advisor and type
• Focus on other areas that align to long-term strategic growth .

Job Summary:

• As a member of Performance Measurement organization, you will play a crucial role in identifying, improving, and developing solutions that drive strategic growth and increased participant engagement for the firm.
• Through modeling of our advisor distribution network for sales, product alignment and our P&L provide insights that optimize growth and business alignment. Lead analysis and implementation of the advisor productivity model to maximize our resources and drive client engagement.

This role requires a wide variety of strengths and capabilities, including:

• 8+ years of experience in data, analysis, and financial P&L modeling background.
• Background in retirement services and advisor distribution will be a big plus.
• Lead modeling of advisor sales and performance and construct comprehensive model to drive understanding that enables management decision making.
• Advanced knowledge of business processes and statistical models, as well as the ability to construct complex data queries and collaborate with colleagues.
• Understanding how to use data to tell stories and drive for better business outcomes, translating business objectives into quantifiable metrics.
• Build impactful plans, develop, and help business growth strategies and performance trends.
• Influence decision-making across all business teams and ensure new initiatives are well-grounded and supported by verifiable data and actionable intelligence.
• Attention to detail - ability to tenaciously drive execution of management priorities.
• Curiosity to dig into data to identify root cause and efficiency opportunities.
• Ability to work collaboratively in teams and develop meaningful relationships to achieve common goals.
• Proficiency in Microsoft Excel, SQL, PowerPoint, R, Python

Key Responsibilities and Duties

• Lead and facilitate optimal sales model through advance modeling & effective collaboration across many internal groups and businesses.
• Creation and delivery of a long-term Target Operating Model (TOM) operating plan, KPIs, benchmarking, and industry analysis.
• Works closely with senior management to develop, implement and measure complex recommendations/solutions that align with key growth objectives.
• Influence decision making through crisp and clear messaging by utilizing data and strategic presentations to effectively align perspectives and create clarity on decision making.
• Develop and maintain effective relationships with business partners and cross-functional teams at all levels of the organization.
• Proficient in using Microsoft Excel, pivots, charts & advanced data analysis tools. Knowledge in building executive presentations using Microsoft PowerPoint and creative tools to share the insights.
• Exhibit strong written and verbal communication skills to convey key insights, metrics, and progress to senior leadership.
• Ability to manage multiple projects/workstream simultaneously under tight deadlines.
• Financial analysis, advisor sales modeling and /or retirement services experience preferred.

Pay: $65.00 - $70.00 per hour

Benefits:

• Flexible schedule
• Professional development assistance

Work Location: In person