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
• PLANS, ASSIGNES, MONITORS, REVIEWS, EVALUATES AND LEADS THE WORK OF OTHERS
• HANDLES PERFORMANCE MANAGEMENT INCLUDING CAREER DEVELOPMENT AND PROGRESSIVE DISCIPLINE OF DIRECT REPORTS
• INTERPRETS AND APPLIES ORGANIZATIONAL POLICIES AND PROCEDURES
• ADHERES TO ANNUAL BUDGETS IN LINE WITH ORGANIZATIONAL GOALS AND OBJECTIVES AND MAKES ADJUSTMENTS WHEN NECESSARY
• EQUIPSES 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

• SKILL IN INTERPRETING AND APPLYING POLICIES AND PROCEDURES
• 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
• INTEGRATE 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
• EQUIPSE AND MAINTAIN EFFECTIVE WORKING RELATIONSHIPS AT ALL LEVELS OF THE ORGANIZATION

Skills

• KNOWLEDGE OF TRUST COMPANY AND INVESTMENT CONCEPTS, PRACTICES AND PROCEDURES USED IN THE SECURITIES INDUSTRY
• RETIRED 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

Benefits

• MEDICAL
• DENTAL
• VISION
• LIFE INSURANCE
• CRISES ILNESS INSURANCE AND ACCIDENT INSURANCE
• DISABILITY BENEFITS
• RETIREMENT SAVINGS
• PAID TIME OFF (INCLUDING VACATION, HOLIDAYS, AND SICK LEAVE)
• PARENTAL LEAVE