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Senior Operations Manager
2 months ago
Job Summary:
The Senior Team Operations Manager - Retirement Benefits Contact Center is responsible for managing a diverse team of non-exempt, Series 7/66 registered Multi-Product Specialists in a high-risk environment. The supervisor oversees a team of Participant Service Representatives handling 60-80 inbound calls per day, providing subject matter expertise across a wealth management operations team, and supporting the manager in day-to-day team operations.
Key Responsibilities:
- Employee training and coaching
- Addressing employee inquiries/escalations/approvals
- Team supervision to ensure processes are executed correctly
- Escalating issues to the team manager when necessary
Managerial Responsibilities:
- Diversity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
- Manager of Process & Data: Demonstrates and expects process knowledge, data-driven decisions, simplicity, and continuous improvement.
- Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the why, and connects contributions to business results.
- Risk Manager: Leads and encourages the identification, escalation, and resolution of potential risks.
- People Manager & Coach: Knows and develops team members through coaching and feedback.
- Financial Steward: Manages expenses and demonstrates an owner's mindset.
- Enterprise Talent Leader: Recruits, on-boards, and develops talent, and supports talent mobility for career growth.
- Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.
Line of Business Responsibilities:
- Lead and manage strategic project initiatives to increase productivity, drive transformation, and client satisfaction.
- Manage corporate plan sponsor relationships on developing strategies for servicing their associates in the retirement and benefit accounts.
Required Qualifications:
- 1+ years of leadership experience
- Ability to confidently lead and influence others and motivate a diverse group of employees
- Detail-oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
- Shows commitment to excellent attendance with proven reliability and can adhere to the agreed-upon work schedule
- Possess and demonstrate strong communication skills both verbally and in written form
- Is flexible and projects enthusiasm, optimism, and determination
- Exercises sound judgment and experience making timely and effective decisions
- Minimum of an intermediate level of proficiency with computers and current technology
- Ability to think strategically and drive transformation
Desired Qualifications:
- FINRA Series 7, 63, and 24 (or the commitment to obtain the Series 24 within 240 days)
- Bachelor's Degree
- Retirement Benefits (401(k)/Equity) product knowledge
- Familiarity with compliance and regulatory issues