Operational Excellence Lead

About Us:
Named by Fast Company in its Top 10 Most Innovative FinTech Companies, Halo Investing is the first independent, multi-issuer platform for defined outcome investing. Halo Investing gives financial advisors, wealth managers and RIA's access to structured notes, buffered ETFs, and annuities. By delivering the best pricing and execution to the clients it serves, Halo is changing the world of investing by democratizing the protective investment marketplace.
In October 2021, Halo announced that it raised over US $100 million in Series C funding. The latest fundraising round was led by Owl Capital and included the Mubadala-backed US $1 billion fund managed by Abu Dhabi Catalyst Partners, in addition to existing investors Allianz Life Ventures and William Blair.
Halo is based in Chicago, with offices in Zurich, Abu Dhabi, and Singapore. We've balanced tremendous growth with strong company culture to create a uniquely motivated, dynamic, and proactive team. Above all, we value collaboration, communication, and passion!
About the Role:
The Operational Excellence Lead drives the execution of our Operational Excellence strategy and program based on industry-leading continuous improvement processes, systems, and practices. This team member identifies and facilitates opportunities for change that can support the future direction of the organization. The position is responsible for the development of tools, methods, processes, and automation that will result in significant process improvement across functions including: Marketing, Operations, Product, Engineering, Sales, Compliance, and Finance.
Primary Responsibilities:
Key responsibilities include:

• Development of consistent frameworks to document processes
• Create scoring framework to drive decisions around: elimination, automation, centralization, localization
• Employ Lean Process Improvement tactics for all processes (automated, human, hybrid)
• Manage Halo's Automation Platform and Services
• Train functional teams on the operation of Halo's Automation Platform
• Measure efficiency through core KPIs: FTEs, Throughput, Time per task, Quality
• Plan, lead and execute the implementation of the Lean Process Improvement across functions
• Support in preparing updates and supporting documents
• Help creating the culture of "One Group", by fostering knowledge transfer and collaboration across teams, sharing and celebrating successes
• Manage projects from inception to delivery, creating and managing against detailed project plans/budgets/schedules
• Provides timely and regular status reporting to management and project stakeholders
• Manages project resources and budgeted costs, forecasting needs and requirements as necessary
• Participates in project meetings to help define project scope and objectives
• Facilitates project meetings across all levels of project stakeholders

Required Education and Experience:

• 5+ years of Operational process improvement experience, preferably in Financial Services, Capital Markets, or FinTech (Derivatives, OTC, and Fixed Income experience a plus).
• Technical proficiency with Visio, Process Mapping, SQL, Data APIs, Lean Six Sigma, UIPath, OpenBots preferred.
• Bachelor's Degree or higher from an accredited University.

Benefits:

• Competitive Compensation
• Comprehensive Medical and Dental
• 401k Program
• Flexible PTO
• Paid Parental Leave
• Flexible Hybrid WFH Environment
• Fun & Exciting work environment, including free snacks and onsite pop-a-shot
• Flexible and highly collaborative work environment

Halo Values Diversity and Inclusion. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, national origin, disability status, protected veteran status, or any other characteristics protected by federal, state, or local laws, regulations, or ordinances. If you need assistance or accommodation due to disability or special need when applying for a role or during our recruitment process, please contact us.