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Role Overview

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Position: Lead, Strategy & Operations

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Department: Strategy & Operations

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Reporting to: Chief Operating Officer

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FLSA Status: ExemptLocation: Bentonville, AR; Washington, D.C.; Denver, CO; Jersey City, NJ

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Walton Enterprises is seeking a skilled, highly motivated and entrepreneurial individual to join the team as a Lead, Strategy & Operations. The ideal teammate will have the demonstrated ability to lead major initiatives, drive strategic and operational coordination across the enterprise, and lead and mentor junior staff while acting as a trusted thought partner to senior leadership.

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About the Position

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Oversee major cross-functional initiatives, guide enterprise planning or other processes, and act as a trusted thought partner to senior leaders while coaching junior talent.

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What you will do

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As a Lead, you will oversee major initiatives in governance, strategy projects, or household operations. You will drive forward significant organizational priorities at the intersection of client service and shared services, serving as a trusted thought partner to senior leadership. You will mentor Associates and Senior Associates, modeling effective project leadership, and ensure that teams adopt enterprise systems and practices that strengthen efficiency and reporting u2013 without direct management.

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Responsibilities

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• Lead major cross-functional initiatives in designated focus areas (e.g., governance, strategy projects, or household operations).
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• Coordinate annual strategy planning and progress tracking or oversee other enterprise-wide processes depending on scope.
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• Manage workstreams across multiple projects, ensuring clarity of scope, quality outputs, and timely delivery.
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• Act as a trusted thought partner to the President, COO, and CFO on organizational priorities.
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• Mentor and guide Associates and Senior Associates, modeling effective project leadership, without positional authority.
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• Provide oversight for complex household operational projects where relevant.
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• Support adoption and effective use of enterprise systems and reporting tools across teams.
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Who we are looking for

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Skills needed

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• Strategic and analytical thinking
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• Advanced project and change management
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• Cross-functional collaboration and relationship building
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• Operational planning and governance
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• Executive communication and presentation
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• Problem-solving and decision-making under complexity
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Qualifications required for your success

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• 5+ years of experience in strategy, consulting, financial services, or operations.
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• MBA preferred.
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Additional Helpful Experience Includes

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• Familiarity with wealth and investment concepts.
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• Exposure to governance and Board-related processes.
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• Experience in family offices, philanthropy, or mission-driven organizations.
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• Background in leading or advising on operational improvement initiatives.
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Personal attributes that support your success

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• Demonstrates discretion, integrity, and expertise while serving as a trusted advisor to principals and colleagues.
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• Collaborates respectfully and effectively with others, contributing to a supportive, team-oriented environment.
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• Approaches challenges with curiosity, bold thinking, and a commitment to continuous learning and innovation.
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• Maintains a strong focus on results, consistently exercising sound judgment and decision-making.
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• Brings a visionary mindset, planning strategically for the future with imagination and insight.
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• Committed to excellence and actively engages with others to accomplish shared goals.
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All offers of employment are contingent on your successful completion (where permitted by state law) of a confidentiality agreement and background check. In addition, you will need to provide proper identification verifying your eligibility to work in the United States on your first day of work.

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Benefits Information

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Compensation Range: $218,000 - $272,000

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Benefits Information: We offer a comprehensive and generous benefits package which includes medical, dental, and vision insurance, a 401(k) retirement plan and paid time off.

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Work Environment and Physical Demands

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The physical demands and work environment described here are representative of those required to successfully perform the essential functions of this position. Qualified individuals must be able to perform the essential functions of the position, with or without reasonable accommodation. Reasonable accommodations will be made, provided they do not pose an undue hardship to the company.

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Work is generally performed in a standard office or remote office environment. Duties typically require sitting for long periods; prolonged use of a computer, phone, and other standard office productivity equipment; participating in meetings, communicating by phone, video, and email; and occasional movement within the office or between meeting locations. Occasional lifting of boxes, files, or paperwork may be required. The role is not normally subject to extreme environmental conditions or unusual physical demands.

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About Walton Enterprises

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Walton Enterprises supports the personal, philanthropic, and business activity for the Walton family. We are a family-led organization, supporting multiple generations of Sam and Helen Waltonu2019s family.

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We value trust, mutual respect, and a workplace where every associate belongs and can do their best work. We bring together talented people with different backgrounds and viewpoints, support their growth, and empower them to contribute meaningfully.

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We are an equal opportunity employer committed to a workplace that is free of discrimination and harassment of any kind. All applicants receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, genetic information, or any other status protected by the laws or regulations in the locations where we operate.

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