Business Operations Manager, Rochester

Alternate Locations: Rochester, NY (New York)

 

 Work Arrangement:

Hybrid/Common Days+ : Work 2-3 days a week in a Lincoln office with a designated workspace.

 

Relocation assistance:  is not available for this opportunity.

 

Requisition #: 71839

 

The Role at a Glance

As the Business Operations Manager (BOM) you will be responsible for providing oversight, support and management to the Northern NY Regional Planning Office and operations staff.  In this role you will direct the functions and activities in the Regional Planning Office in the areas of Operations, Compliance, HR and Finance.  
 
The BOM role is that of manager and a local business partner to LFA Field Leadership, Planners, Brokers and Planner staff.  The BOM in conjunction with local field leadership largely establishes the culture of the office.  Lincoln Financial Advisors is a fee-based financial planning organization, a broker/dealer and registered investment advisor with twelve regional planning groups including 40 plus offices across the country.

What you'll be doing

•    Manages and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
•    Identifies and recommends process improvements that significantly reduce workloads or improve quality across for assigned area(s) of responsibility.
•    Manages service levels, troubleshoots operational issues.
•    Identifies commission and benefit problems.
•    Implements local and national efforts to improve efficiency.
•    Manages compliance orientation training as required
•    Provides resolution of identified issues for OSJ, Branch and detached audits
•    Provides timely review of incoming client/prospect and outgoing client correspondence; resolve non-compliant correspondence issues; ensure review 
•    Conducts preliminary reviews of representative advertisements and sales literature
•    Provides maintenance and accuracy of compliance records, including SEC mandated books and disciplinary records and sales materials
•    Partners with HR Generalists as required to advise, support, and coach employees
•    Conducts supervisory responsibilities in accordance with the organization's policies and applicable laws. 
•    Manages responsibilities include interviewing, hiring and training employees; planning, assigning and directing work, appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
•    Carries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures.
•    Makes a positive contribution as demonstrated by making suggestions for improvement and continuing to learn new skills, procedures, and processes.

What we’re looking for

•    4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) 
•    Ability to perform under stress in cases of emergency, critical or hazardous situations.
•    Ability to work with others in a team environment.
•    Demonstrated ability to ensure workloads are appropriately balanced among team members.
•    Demonstrated strong relationship management skills with internal clients (e.g. management, peers and colleagues); proven ability to develop collaborative approaches.
•    Demonstrates ability to identify and recommend processes improvements.
•    Demonstrates ability to successfully hire, retain, develop and coach staff via a culture of real-time performance feedback, with ability to build both technical and leadership skills.
•    Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
•    Demonstrates strong interpersonal skills with a collaborative style.
•    Demonstrates the ability to use sound judgment and discretion regarding confidential information.
•    Finds common ground and can gain collaboration among management, colleagues and peers; can influence outcomes without directing or commanding.
•    Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
•    Strong project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.

 

What’s it like to work here?

At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insig