Business Unit Risk Manager Workplace Services
About The Position
The Workplace Services Business Unit (BU) Risk team provides first-line risk management support to four business units: Designated Brokerage Services, Retirement Business Services, Retirement Plan Services, and Stock Plan Services. Reporting to the Senior BU Risk Manager, this individual-contributor Manager supports fraud investigations on behalf of Workplace Services, including investigating suspected fraud and pursuing recovery of unauthorized activity in client accounts. The role also helps identify process improvements that reduce risk to the firm and improve client experience. The selected candidate is expected to work on site four days per week in one of the specified locations. Applicants must be authorized to work for any employer in the United States, now and in the future, on a full-time basis without employer sponsorship. The role is eligible for bonuses or incentive opportunities in addition to the salary range.
Requirements
- Bachelor’s degree or equivalent experience.
- At least 2 years of experience in a risk management role or similar experience.
- Strong analytical and problem-solving skills, business acumen, attention to detail, flexibility, and judgment to evaluate complex issues and make sound decisions independently with limited oversight.
- Excellent time-management and organizational skills, a proactive approach, appropriate sense of urgency, and ability to anticipate and manage project issues and obstacles.
- Effective interpersonal, influencing, and facilitation skills, with strong verbal and written communication; experience presenting to business partners and leadership.
- Exceptional client focus and ability to quickly build trust and confidence and drive timely, responsive resolution of client inquiries related to assigned casework.
- Strong team orientation and ability to collaborate effectively using technical and non-technical resources.
- Authorization to work for any employer in the United States, now and in the future, on a full-time basis without employer sponsorship.
Nice To Haves
- At least 3 years of fraud, compliance, or risk management experience in financial services.
- At least 1 year of experience in financial investigations or customer service resolving complex client issues.
Responsibilities
- Conduct high-profile, sophisticated fraud investigations and make consistent, well-reasoned decisions on risk and fraud issues.
- Manage a portfolio of cases in a fast-paced, dynamic environment while balancing casework with additional responsibilities.
- Communicate regularly with participants, clients, consultants, and key stakeholders, providing updates with an appropriate level of detail to enable action.
- Partner with key business partners to lead or support BU Risk initiatives and risk governance programs for Workplace Services.
- Provide consultation and analytical support to identify process and control weaknesses, develop solutions, and monitor implementation to ensure strong client service and regulatory compliance.
- Pursue recovery efforts for unauthorized activity in client accounts.
Benefits
- Bonus or incentive opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Manager
