Head of Money In Operations

Ascensus • Newton, MA

266d • Remote

About The Position

We are seeking a strategic and results-driven leader to oversee our Money-In operations. This leader will lead several geographically dispersed teams responsible for ensuring the accurate, timely and efficient processing of all money-in transactions, including contributions and rollovers, while driving operational excellence and transformation initiatives. We are recruiting for 1 position that can be remote or hybrid in our Dresher, PA, Baxter, MN, or Newton, MA locations.

Requirements

• Bachelor's degree in business administration, Management, Finance or equivalent work experience.
• 10 years of industry experience and at least 8 years of operations leadership experience, preferably in retirement services or a similar industry.
• Demonstrated success in process optimization, automation, and managing offshore partnerships.
• Deep understanding of risk, compliance and regulatory requirements related to financial transactions.
• Excellent leadership, communication and stakeholder management skills.
• Ability to lead through organizational change and transformation.
• Proficient in leveraging data to drive operational improvements.

Responsibilities

• Develop and execute a vision for the Money-In Operations team that aligns with the broader Ascensus operational and transformational goals.
• Ensure the accurate and timely processing of all money-in transactions, adhering to compliance and regulatory requirements.
• Identify opportunities for automation, offshoring and process improvements to enhance efficiency, reduce costs and improve service levels.
• Effectively lead and develop a geographically dispersed team, balancing resources across locations to maximize productivity and quality.
• Ensure adherence to industry regulations, internal controls and audit requirements while mitigating operational risks.
• Partner with key stakeholders, including Product, IT and Client Services, to improve processes, enhance client experience and drive business growth.
• Leverage KPI's, metrics and analytics to monitor performance, drive accountability, and inform strategic initiatives.
• Lead transformation initiatives, including system migrations, automation efforts, and operational model shifts, ensuring smooth transitions and adoption.
• Foster a high-performing team culture, providing coaching, mentorship, and career development opportunities for employees at all levels.
• Maintain and establish the environment enabling Operations teams to live by the Core Values of People Matter, Quality First and Integrity Always®.
• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Funds, Trusts, and Other Financial Vehicles
• Education Level: Bachelor's degree