Manager, Operations - NWPS Retirement Plan Services

About the role

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.

Responsibilities

• PARTNERS WITH CROSS SITE PEERS AND MANAGERS TO ESTABLISH 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 OCCUR
• PLANS, ASSIGNES, MONITORS, REVIEWS, EVALUATES AND LEADS THE WORK OF OTHERS
• HANDLES PERFORMANCE MANAGEMENT INCLUDING CAREER DEVELOPMENT AND PROGRESSIVE DISCIPLINE OF DIRECT REPORTS
• INTERVIEWS AND HIRING 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 REGARD TO SERVICE DELIVERY, COMPLIANCE AND RISK FACTORS FOR THE FIRM
• EASES 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
• ADEQUATES TO ANNUAL BUDGETS IN LINE WITH ORGANIZATIONAL GOALS AND OBJECTIVES AND MAKES ADJUSTMENTS WHEN NEEDED
• ESTABLISHES OBJECTIVES AND DEVELOPS PROCESSES AND PROCEDURES TO ENSURE EFFICIENT AND TIMELY WORKFLOW

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
• FILERE TRANSFER PROTOCOLS, SQL, VBA, SCRIPTING, HTML, SALESFORCE, REPORT WRITING SUCH AS CRYSTAL REPORTS OR TABLEAU, AND/OR MICROSOFT SUITE OF PRODUCTS

Skills and Abilities

• 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
• Coaching and Mentoring Others
• Identifying Training Needs and Developing Subordinates
• Balancing Conflicting Resources and Prioritizing Demands
• Facilitating Meetings, Ensuring That All Viewpoints, Ideas And Problems Are Addressed
• Incorporating Needs, Wants And Goals From Different Business Unit Perspectives Into Operational Processes
• Communicating Effectively, Both Orally And In Writing
• Working Independently As Well As Collaboratively Within A Team Environment
• Leading Others in Providing a High Level of Service to Colleagues and Clients
• Establishing and Maintaining Effective Working Relationships at All Levels of the Organization

Qualifications

• 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

Skills

• 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.

Benefits

The 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.

Company Culture

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.

Equal Opportunity Employer

We are an equal opportunity employer and make all employment decisions on the basis of merit and business needs. We honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.