Manager, Operations - Retirement Plan Services

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 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 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 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 #J-18808-Ljbffr Raymond James Financial, Inc.