
Channel Operations Specialist
15 hours ago
The Manager – Ecosystem Channels & Strategic Initiatives will play a pivotal role in supporting strategic initiatives across Global Partnerships, Private Equity (PE), and Advisor Relations channels. This role requires strong analytical, coordination, and communication skills to drive reporting, enable operational efficiencies, and support stakeholder alignment globally.
Key Responsibilities:
- Reporting & Analytics: Develop and manage strategic leadership-facing materials, reports, dashboards, and documentation across Partnerships, PE, and Advisor Relations. Create actionable insights using pipeline data, initiative tracking, and industry trends.
- Stakeholder Management: Coordinate with internal stakeholders across IMUs and SGUs to track Partnerships/PE/AR initiatives. Ensure timely execution of tasks and maintain accurate, real-time data capture and reporting.
- Operational Enablement: Build and maintain knowledge repositories, process documentation, and initiative trackers across the three strategic channels. Enable smooth execution of recurring processes and strategic initiatives through strong operational discipline.
- Geo and Account Planning Support: Provide global, APAC, and UK-specific support for account planning, opportunity pipeline analysis, and hygiene. Drive follow-ups and coordination with internal sales, operations, and strategy stakeholders.
- Market & Relationship Intelligence: Track PE firms, advisors, portfolio companies, whitespace opportunities, and strategic partners. Consolidate intelligence from internal teams, market research, and industry insights.
- Sales Enablement & Thought Leadership: Support the creation of point-of-views (POVs), go-to-market collateral, and sales presentations tailored to the channels. Develop strategic content aligned with regional and global priorities.
Requirements:
- Strong reporting, analytics, and storytelling abilities using PowerPoint and Excel; experience with BI tools preferred.
- Exceptional coordination, communication, and project management skills across multiple stakeholders and time zones.
- Deep understanding of B2B business environments, ideally in professional services, consulting, or partnerships.
- Ability to synthesize market intelligence, internal data, and strategy into actionable plans and materials.
- Strong attention to detail, problem-solving ability, and operational discipline.
- Comfortable working in a dynamic, fast-paced, and cross-functional environment.
- Proactive, self-starter with a bias toward execution and collaboration.
Education and Experience:
- Bachelor's degree in Business, Marketing, Strategy, or a related field (Master's degree preferred).
- 5+ years of experience in strategic initiatives, partnerships, business operations, growth, or program management for a Bachelor's degree. 2+ years of experience for the same with an MBA.
- Experience working with global teams and exposure to partnerships or private equity ecosystems is preferred.
- Proven track record of managing cross-functional projects and delivering high-quality outputs for leadership consumption.
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