[Hiring] Manager, Operations - Retirement Plan Services @Raymond James

Role Description

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. Individuals at this level should have a broad understanding of the different areas of Operations. Contact with internal and external customers will be required to identify, research, analyze and resolve issues. Monitors productivity and service levels. Strong people leader to provide coaching, development and performance management.

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.
• QKA, ERPA or similar credential, a plus.

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.
• File Transfer Protocols, SQL, VBA, scripting, HTML, Salesforce, Report Writing such as Crystal Reports or Tableau, and/or Microsoft suite of products.
• 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.
• 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.
• 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.

Benefits

• Medical, dental, and vision insurance.
• Life insurance.
• Critical illness insurance and accident insurance.
• Disability benefits.
• Retirement savings.
• Paid time off (including vacation, holidays, and sick leave).
• Parental leave.

Salary Range

$100,000.00-$120,000.00

Travel

Less than 25%

Workstyle

Remote

Company Description

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.

• Grow professionally and inspire others to do the same.
• Work with and through others to achieve desired outcomes.
• Make prompt, pragmatic choices and act with the client in mind.
• Take ownership and hold themselves and others accountable for delivering results that matter.
• Contribute to the continuous evolution of the firm.

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.