Manager, Operations - Retirement Plan Services

Raymond James•Washington, DC

1d•$100,000 - $120,000•Remote

About The Position

Provides direction, leadership and support for assigned department in Operations. Implements business plans and ensures policies and procedures are followed. May be accountable for various projects to improve efficiency and drive productivity and quality within their area. Individuals at this level should have a broad understanding of the different areas of Operations. Contact with internal and external customers will be required to identify, research, analyze and resolve issues. Monitors productivity and service levels. Strong people leader to provide coaching, development and performance management.

Requirements

Knowledge of Trust Company and Investment concepts, practices and procedures used in the securities industry.
Retirement Plan concepts, administration practices and regulations.
General payroll administration concepts.
File Transfer Protocols, SQL, VBA, scripting, HTML, Salesforce, Report Writing such as Crystal Reports or Tableau, and/or Microsoft suite of products.
Interpreting and applying policies and procedures
Establishing operational objectives
Implementing processes and procedures for efficient and timely workflow
Promoting effective coordination between work groups
Ability to understand concepts, principles and practices of assigned functional area
Coach and mentor others
Identify training needs and develop subordinates
Balance conflicting resources and prioritize demands
Partner with other functional areas to accomplish objectives
Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed
Incorporate needs, wants and goals from different business unit perspectives into operational processes
Communicate effectively, both orally and in writing
Work independently as well as collaboratively within a team environment
Lead others in providing a high level of service to colleagues and clients
Establish and maintain effective working relationships at all levels of the organization
Bachelor's degree in a related field or an equivalent combination of education and work experience.
Three (3) or more years’ experience in financial services / operations including one (1) year as team lead or leadership experience in a financial or service organization.

Nice To Haves

QKA, ERPA or similar credential, a plus

Responsibilities

Partners with cross site peers and managers to establishes performance goals for department; collaborates with and directs associates to meet or exceed these goals
Acts as an information source for associates and ensures training and development occurs
Plans, assigns, monitors, reviews, evaluates and leads the work of others
Handles performance management including career development and progressive discipline of direct reports
Interviews and hires associates who possess the core competencies of the position to strengthen the department and mitigate turnover
Works in cooperation with peers on establishing objectives and developing processes and procedures to ensure efficient and timely workflow with special regards to service delivery, compliance and risk factors for the firm.
Establishes internal or external partnership opportunities, through analysis of business needs and relationships that may enhance success
Ensures appropriate documentation and departmental tools are created and/or maintained (job procedures, job aids, forms, training material, etc)
Facilitates the implementation and acceptance of organizational change; addresses resistance to change and helps individuals adapt
Takes decisive action when necessary and conveys a sense of urgency to deliver results
Interprets and applies organizational policies and procedures
Adheres to annual budgets in line with organizational goals and objectives and makes adjustments when necessary.
Establishes objectives and develops processes and procedures to ensure efficient and timely workflow.