About The Position

Manage a significant operational area and short- and medium-term service operations across several departments or units. Oversee the Smart Forms and PDF Forms teams, including their technologies, product roadmaps, system enhancements, and ongoing operational support. Establish and manage product and technology roadmaps in partnership with business units, IT, and vendors to prioritize enhancements, address system challenges, and meet evolving business needs. Identify opportunities to improve operations through technology, automation, and standardization while aligning solutions with business objectives. Manage departmental performance, set objectives for direct reports, and hold individuals accountable for achieving annual business objectives. This hybrid position requires three days per week in the office at the St. Petersburg, Florida corporate headquarters. Travel is less than 25%.

Requirements

  • 10 to 15 years of general work experience.
  • 6 to 10 years of management experience.
  • Bachelor’s degree completed in Accounting, Business Administration, or Finance, or completed high school education (listed as required).
  • SIE required, or the ability to obtain it within 120 days, unless an exemption or grandfathering applies.
  • Series 99 required, or the ability to obtain it within 120 days. Certain listed registrations qualify an individual to register as an Operations Professional without passing the Series 99 examination.
  • Advanced knowledge of product management, technology roadmaps, and operational process improvement; ability to translate business needs into actionable priorities.
  • Ability to build partnerships across business units, technology teams, and external vendors to manage priorities, resolve issues, and drive continuous improvement.
  • Advanced ability to plan, organize, and execute workflow steps to improve efficiency; typically works independently and provides guidance.
  • Advanced ability to review and evaluate recommendations and requirements and develop appropriate plans or actions; typically works independently and provides guidance.
  • Expert-level verbal communication skills to express ideas, request actions, formulate plans, and policies.
  • Recognized expertise in delivering services to clients to required standards.

Responsibilities

  • Manage a significant operational area and short- and medium-term service operations for several departments or units.
  • Oversee the Smart Forms and PDF Forms teams, their associated technologies, product roadmaps, system enhancements, and operational support.
  • Establish and manage product and technology roadmaps in partnership with business units, IT, and vendors.
  • Prioritize enhancements, address system challenges, and support evolving business needs.
  • Develop and/or deliver plans for significant aspects of internal communications, with guidance from senior colleagues.
  • Communicate the actions needed to implement the function’s strategy and business plan, explain how they relate to the organization’s mission, vision, and values, and motivate employees to achieve business goals.
  • Identify opportunities to improve operational processes through technology, automation, and standardization, ensuring alignment with business objectives and operational needs.
  • Manage and report on departmental performance, set performance objectives for direct reports, hold individuals accountable, and take corrective action when needed.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Critical illness insurance
  • Accident insurance
  • Disability benefits
  • Retirement savings
  • Paid time off, including vacation, holidays, and sick leave
  • Parental leave
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