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 occurs
- 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
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
Qualifications
- 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
Skills
- Interpreting and applying policies and procedures
- Implementing processes and procedures for efficient and timely workflow
- Promoting effective coordination between work groups
Benefits
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.
Pay
$100,000.00-$120,000.00
Schedule
Remote