Manager, Operations - NWPS Retirement Plan Services

Essential Duties and Responsibilities

• Partners with cross-site peers and managers to establish performance goals for the department; collaborates with and directs associates to meet or exceed these goals.
• 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.
• Safeguards 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.
• Skilled in interpreting and applying policies and procedures.
• Skilled in establishing operational objectives.
• Skilled in implementing processes and procedures for efficient and timely workflow.
• Skilled in promoting effective coordination between work groups.
• Skilled in coaching and mentoring others.
• Skilled in identifying training needs and developing subordinates.
• Skilled in balancing conflicting resources and prioritizing demands.
• Skilled in facilitating meetings, ensuring that all viewpoints, ideas and problems are addressed.
• Skilled in incorporating needs, wants and goals from different business unit perspectives into operational processes.
• Skilled in communicating effectively, both orally and in writing.
• Skilled in working independently as well as collaboratively within a team environment.
• Skilled in leading others in providing a high level of service to colleagues and clients.
• Skilled in establishing and maintaining effective working relationships at all levels of the organization.

Education/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.

Salary Range

$100,000.00-$120,000.00

Travel

Less than 25%

Workstyle

Remote