Senior Team Operations Manager

5 days ago


Chandler, Arizona, United States Bank of America Full time

Job Summary:

The Senior Team Operations Manager is a critical role within the Retirement Benefits Contact Center, responsible for leading a team of 20+ non-exempt, Series 7/66 registered Multi-Product Specialists. This position involves high financial and regulatory risk exposure, requiring strong leadership and management skills.

Key Responsibilities:

  • Manage a diverse team of associates, providing training, coaching, and guidance to ensure excellent customer service and operational efficiency.
  • Develop and implement strategies to increase productivity, drive transformation, and enhance client satisfaction.
  • Lead and manage strategic project initiatives to improve business outcomes and support the company's growth.
  • Collaborate with corporate plan sponsor relationships to develop strategies for servicing their associates in retirement and benefit accounts.
  • Manage risk and ensure compliance with regulatory requirements.

Requirements:

  • 1+ years of leadership experience in a financial services or operations environment.
  • Ability to confidently lead and influence others, motivate a diverse group of employees, and drive business outcomes.
  • Strong organizational skills, attention to detail, and ability to manage multiple tasks and priorities.
  • Excellent communication and interpersonal skills, with the ability to work effectively with cross-functional teams.
  • Flexibility and adaptability, with a strong commitment to excellent attendance and reliability.

Desired Qualifications:

  • FINRA Series 7, 63, and 24 (or the commitment to obtain the Series 24 within 240 days).
  • Bachelor's Degree in a related field.
  • Retirement Benefits (401(k)/Equity) product knowledge and familiarity with compliance and regulatory issues.

Skills:

  • Customer Service Management
  • Issue Management
  • Performance Management
  • Regulatory Compliance
  • Risk Management
  • Business Acumen
  • Customer and Client Focus
  • Problem Solving
  • Talent Development
  • Trading
  • Attention to Detail
  • Drives Engagement
  • Result Orientation
  • Strategic Thinking
  • Valuation Ethics and Practice Standards


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