Manager, Operations - Retirement Plan Services
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AI Summary
Job Description Summary
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.Job Description
Essential Duties and 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.
Knowledge, Skills, and Abilities
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.
Skill in
- 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
Educational/Previous Experience Requirements
- 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.
Licenses/Certifications
- None required
- QKA, ERPA or similar credential, a plus
Education
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: FinanceWork Experience
General Experience - 6 to 10 years, Manager Experience - 3 to 6 yearsCertifications
Other Certification Not Listed - OtherSalary Range
$100,000.00-$120,000.00Travel
Less than 25%Workstyle
RemoteThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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