This role is responsible for driving and nurturing an environment of operational excellence and continuous process improvement. Owns execution of operational processes, measures and analyzes process performance, monitors and strengthens controls to reduce risk. Make recommendations on improvements and processes in partnership with process owners and enterprise resources. Trusted advisor to Region leadership team in driving the strategy, managing day to day operational performance and reducing variability. Focused on risk and controls inspection, supervision and oversight, including direct management of a team. Serves as primary risk leader in region.
Role Responsibilities Partners daily with financial center teammates to deliver the full suite of advice to help every client navigate their unique life priorities, stressing operational excellence and risk mitigation.
Direct management and development responsibilities for Operations Analysts, including field visits, managing task schedule, action planning, monitoring trends and minimizing variability.
Educate and upskill Market Leader risk and control knowledge and skill, including field visits, overrides, approvals and operational escalations.
Analyze and address data from various sources to drive operational excellence and risk mitigation.
Drives a culture of identify, escalate and debate, including expediting the handling of escalations in the areas of fraud, scam prevention and client dissatisfaction.
Required skills: 5-7 years of people management experience
Experience managing large geography
Up to 60% travel required
Proactively builds trusted relationships with key partners/clients
Ability to be a change agent and work in a fast-paced environment
Assess and learn partner's business, priorities, and challenges followed by execution
Ability to attract, recruit and retain an effective operations team
Exercises good judgment and experience to make timely and effective decisions
Communicates effectively at all levels
Communicates strategic business plans and tactical goals to team members
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
Collaborates effectively to build and nurture strong relationships in a matrix environment.
Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances.
Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.
Proficiency in computer skills and professional programs (for example, Microsoft Office)
Desired skills: Undergraduate degree
Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded
Experience with risk mitigation, operational excellence and process management
Shift:
1st shift (United States of America) Hours Per Week:
40
