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General information

Career area
Deposits Products & Marketing
Work Location(s)
128 S Tryon Street, Charlotte, NC, 2911 Lake Vista Drive, Lewisville, TX
Ref #
Posted Date
Thursday, April 21, 2022
Working time

Ally and Your Career

Ally Financial only succeeds when its people do - and that’s more than some cliché people put on job postings. We live this stuff! We see our people as, well, people - with interests, families, friends, dreams, and causes that are all important to them. Our focus is on the health and safety of our teammates as well as work-life balance and diversity and inclusion. From generous benefits to a variety of employee resource groups, we strive to build paths that encourage employees to stretch themselves professionally. We want to help you grow, develop, and learn new things. You’re constantly evolving, so shouldn’t your opportunities be, too?

The Opportunity

This Ally Invest Manager will hold an influential role in the organization providing holistic optimization and analysis for Ally Invest Wealth Management. They will primarily focus on the funnel build and optimization for Wealth Management and secondarily work with other Invest business lines to optimize processes. Success for this role looks like driving optimization and efficiency from prospect to customer experience. This role will have cross functional exposure and a continual focus on innovation and exploration for Invest across channels.

The ideal candidate is passionate and knowledgeable about business monitoring and never stopping at the first answer. This person has a creative passion for making processes more efficient, and helping grow a winning strategy. This individual must be a self-starting thought-leader in the business, providing highly relevant and actionable product guidance and analysis. They are experienced and adept at leading idea generation, concept/design definition, process, and executive report outs.

This position will report to the Ally Invest Director of Wealth Management Product and have a strong dotted line reporting accountability to leaders of the advisory and analytics teams.


The Work Itself

  • Manage enhancements and improvements to the product (future roadmap and backlogged items) based on strategy for the Wealth Client experience.
  • Create and improve processes for functions performed by operations, service, trading and advisors to help drive product optimization.
  • Lead cross-functional teams and collaborate with subject matter experts and key stakeholders on new initiatives and problem solving opportunities  for the Wealth Client experience.
  • Partner closely with Analytics and Finance to establish, monitor and lead performance management (including overall health of business, sales pipeline, digital engagement, portfolio metrics, contact center metrics, and VOC);  set strategy for all of the data and analytics teams supporting the Wealth product.
  • Uncover key learnings from VOC scores and commentary to understand trends in Prospect and Client sentiment and uncover opportunities to enhance product/service and processes.
  • Glean insights from the competitive landscape to understand industry trends and lead exploratory efforts to identify opportunities to enhance product/service offering.
  • Present business updates on KPIs, VOC, and progress on new initiatives to Ally Leadership and key stakeholders.
  • Effectively flex to ad-hoc efforts needed across the lean and agile Ally Invest organization including performing and testing operational processes in order to optimize for future growth.
  • #LI-hybrid

    The Skills You Bring

    • Bachelor's degree in Business, Financial Services, or equivalent background. MBA and/or domain expertise in online trading or wealth management preferred.
    • 5+ years of relative experience.
    • Highly analytical and organized with a system thinking approach to problem solving
    • Ability to work at a very detailed level, as well as synthesize and present key action items / insights at executive levels.
    • Able to make recommendations and decisions authoritatively and wisely, after adequate contemplating various sources of information and input.
    • Excellent presentation and written communication skills.
    • Advisory/brokerage/investing related business a strong plus
    • Agile, Lean, Six Sigma experience a plus
    • Series 7, 63/65 or 66 a plus
    • Able to structure, analyze, and answer major business and customer questions; balance / prioritize multiple requests and competing priorities.
    • Adept at leading through influence, working cross-functionally to drive a team to completion.
    • Client-centric focus: puts a priority on creating a premium client experience.
    • Must be a proactive self-starter who values personal accountability and thrives in a fast-paced and demanding environment.
    • Able to maintain momentum and drive clarity on ambiguous topics, turning concepts / ideas into analysis, strategies, action plans, and final delivered change.
    • Knowledge of industry regulations / compliance.  

    How We'll Have Your Back

    Ally's compensation program offers market-competitive base pay and pay-for-performance incentives (bonuses) based on achieving personal and company goals. But Ally’s total compensation – or total rewards – extends beyond your paycheck and is designed to support and enrich your personal and professional life, including:

    • Time Away: competitive holiday and flexible paid-time-off, including time off for volunteering and voting.
    • Planning for the Future: plan for the near and long term with an industry-leading 401K retirement savings plan with matching and company contributions, student loan and 529 educational assistance programs, tuition reimbursement, and other financial well-being programs.
    • Supporting your Health & Well-being: flexible health and insurance options including dental and vision, pre-tax Health Savings Account with employer contributions and a total well-being program that helps you and your family stay on track physically, socially, emotionally, and financially.
    • Building a Family: adoption, surrogacy, and fertility support as well as parental and caregiver leave, back-up child and adult/elder day care program and childcare discounts.
    • Work-Life Integration: other benefits including LifeMatters® Employee Assistance Program, subsidized and discounted Weight Watchers® program and other employee discount programs.

     Who We Are:

    Ally Financial is a customer-centric, leading digital financial services company with passionate customer service and innovative financial solutions. We are relentlessly focused on "Doing it Right" and being a trusted financial-services provider to our consumer, commercial, and corporate customers. For more information, visit

    Ally is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, pregnancy status, marital status, military or veteran status, genetic disposition or any other reason protected by law.

    Where permitted by applicable law, must have received or be willing to receive the COVID-19 vaccine by date of hire to be considered, if not currently employed by Ally.

    We are committed to working with and providing reasonable accommodation to applicants with physical or mental disabilities. For accommodation requests, email us at Ally will not discriminate against any qualified individual who is capable of performing the essential functions of the job with or without reasonable accommodation.