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Supervisor, Operations - Retirement Plan Services | Memphis, TN; St Petersburg, FL

Raymond James
United Statesfull_timeVerifiedPosted 24 Oct 2024

About the role

Supervisor, Operations - Retirement Plan Services | Memphis, TN; St Petersburg, FL-2403196

Description

 

Hybrid Work Environment: This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 2-3 per week averaging 10-12 days per month in one of the following locations: Memphis, TN;  or St Petersburg, FL.

Job Summary
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 using the various reports available.  Strong people leader to provide coaching, development and performance management.

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 associates
•    Oversees team morale and plans for appropriate team building activities and rewards and recognition
•    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 work flow 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
•    Effectively collaborates with other supervisors in the same or different functional groups to accomplish assigned goals and process/policy changes; oftentimes this collaboration occurs across multiple sites
•    Adheres to annual budgets in line with organizational goals and objectives and makes adjustments when necessary
•    Effectively implements system changes and identifies and manages impacts to team and advisors

Qualifications

 

Knowledge, Skills, and Abilities
Knowledge of
•    Investment concepts, practices and procedures used in the securities industry
•    Financial markets and products

Skill in
•    Interpreting and applying policies and procedures
•    Establishing operational objectives
•    Implementing processes and procedures for efficient and timely work flow
•    Promoting effective coordination between work groups
•    Preparing operational budgets

Ability to
•    Learn the concepts, principles and practices of assigned functional area
•    Plan, assign, monitor, review, evaluate and supervise the work of others
•    Coach and mentor others
•    Identify training needs and develop subordinates
•    Balance conflicting resource and priority demands
•    Partner with other functional areas to accomplish objectives
•    Facilitate meetings, ensuring that all viewpoints, ideas and problems are a

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Company

Raymond James

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