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GWIM Associate Team Ops Mgr

Pennington, New Jersey;

Job Description:

Retirement Onboarding & Operations (ROO) within Wealth Management Operations (WMO) provides onboarding, plan maintenance and operational support for Institutional and Personal Retirement clients for product lines offered through Retirement and Personal Wealth Solutions (RPWS).

The ROO Cashiering Team within Retirement Onboarding & Operations (ROO) is responsible for administering deposit and disbursement of plan assets for 401(k), Non-Qualified Deferred Compensation, Defined Benefit, Equity Award Services, & Employee Benefit Trust plans for a large number of employers, including many Fortune 500 companies. The team of 11 associates assists internal partners to help facilitate research and resolution of cash credit and debit breaks, as they occur.

This role will support the current Cashiering manager and Director of the Recordkeeping Support and Cashiering teams by managing internal project initiatives and risk routines including, but not limited to Operational Excellence, Financial Life Benefits, Policies & Procedures reviews, Self-Identified Audit Issues and annual Audits & Exams.

Role will include the following responsibilities:

  • Accountable for assisting the ROO Management team, with facilitating day to day processing in all aspects of cash and securities movement

  • Provide team support with covering daily processing functions, across a wide range of products

  • Analyzing existing functional documentation including policies, standards, desktop procedures, and process maps

  • Thoughtfully collaborates with operations team members to identify and address areas of risk and concern

  • Develops potential risk mitigation strategies

  • Support Benefits, Payroll, and Equity plan processing teams self-identified audit issues and exam process in coordination with risk leads

  • Accountable for analyzing present-state process and systems, developing alternative future-state approaches and facilitating implementation

  • Plans, organizes, monitors and controls projects using appropriate tools and techniques to ensure efficient and effective project completion

  • Effectively communicates with managers and peers on deliverables, timelines and overall necessary support needed

  • Report and analyze metric/metrics preparation and analysis for monthly business reviews, and daily staff capacity metrics & performance.

Requirements:

  • 5-7 years of relevant experience

  • Strong organization skills, including the ability to manage multiple responsibilities, prioritize and meet deadlines

  • Highly organized with exceptional attention to detail

  • Demonstrate teamwork and strong interpersonal skills

  • Self-starter attitude; Demonstrates initiative and ability to work and execute with minimal supervision

  • Strategic/Conceptual Thinker, Innovative, Flexible, and Team Builder

  • Strong verbal and written communication skills across and up the organization

  • Strong ability to influence/challenge and negotiate to keep all parties engaged in the process

  • Ability to perform in an environment that changes periodically

  • Strong relationship management skills to build and maintain credibility and influence with support partners, leadership and stakeholders

  • Proven ability to provide comprehensive solutions to complex needs and/or problems

  • Effective PowerPoint skills with the ability to develop presentations

  • Effective Excel skills with the ability to create reports on a daily basis

  • Proficient with SharePoint and Visio

  • An appetite and aptitude for reading and understanding policy and procedure documentation

Desired:

  • Experience in a prior project management, risk and/or support role

  • Advanced Excel and PowerPoint skills

  • Six Sigma, Agile or related project management methodology experience

  • Experience with managing process improvement

  • Knowledge of Retirement Plan products and processes

  • Bachelor’s degree a plus

Enterprise Job Description

The purpose of the role is to support and foster the overall service strategy for Wealth Management. The associate managers a diverse team, placing focus on mentoring, coaching and training, the business support structure, problem resolution and service efficiencies. Their broader responsibilities include identifying and implementing strategic service and technology solutions, working closely with business partners across diverse business to cultivate relationships with key stakeholders representing a broad range of functions and levels, as well as vendor and project management.

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Retirement Onboarding & Operations (ROO) within Wealth Management Operations (WMO) provides onboarding, plan maintenance and operational support for Institutional and Personal Retirement clients for product lines offered through Retirement and Personal Wealth Solutions (RPWS).

The ROO Cashiering Team within Retirement Onboarding & Operations (ROO) is responsible for administering deposit and disbursement of plan assets for 401(k), Non-Qualified Deferred Compensation, Defined Benefit, Equity Award Services, & Employee Benefit Trust plans for a large number of employers, including many Fortune 500 companies. The team of 11 associates assists internal partners to help facilitate research and resolution of cash credit and debit breaks, as they occur.

This role will support the current Cashiering manager and Director of the Recordkeeping Support and Cashiering teams by managing internal project initiatives and risk routines including, but not limited to Operational Excellence, Financial Life Benefits, Policies & Procedures reviews, Self-Identified Audit Issues and annual Audits & Exams.

Role will include the following responsibilities:

  • Accountable for assisting the ROO Management team, with facilitating day to day processing in all aspects of cash and securities movement

  • Provide team support with covering daily processing functions, across a wide range of products

  • Analyzing existing functional documentation including policies, standards, desktop procedures, and process maps

  • Thoughtfully collaborates with operations team members to identify and address areas of risk and concern

  • Develops potential risk mitigation strategies

  • Support Benefits, Payroll, and Equity plan processing teams self-identified audit issues and exam process in coordination with risk leads

  • Accountable for analyzing present-state process and systems, developing alternative future-state approaches and facilitating implementation

  • Plans, organizes, monitors and controls projects using appropriate tools and techniques to ensure efficient and effective project completion

  • Effectively communicates with managers and peers on deliverables, timelines and overall necessary support needed

  • Report and analyze metric/metrics preparation and analysis for monthly business reviews, and daily staff capacity metrics & performance.

Requirements:

  • 5-7 years of relevant experience

  • Strong organization skills, including the ability to manage multiple responsibilities, prioritize and meet deadlines

  • Highly organized with exceptional attention to detail

  • Demonstrate teamwork and strong interpersonal skills

  • Self-starter attitude; Demonstrates initiative and ability to work and execute with minimal supervision

  • Strategic/Conceptual Thinker, Innovative, Flexible, and Team Builder

  • Strong verbal and written communication skills across and up the organization

  • Strong ability to influence/challenge and negotiate to keep all parties engaged in the process

  • Ability to perform in an environment that changes periodically

  • Strong relationship management skills to build and maintain credibility and influence with support partners, leadership and stakeholders

  • Proven ability to provide comprehensive solutions to complex needs and/or problems

  • Effective PowerPoint skills with the ability to develop presentations

  • Effective Excel skills with the ability to create reports on a daily basis

  • Proficient with SharePoint and Visio

  • An appetite and aptitude for reading and understanding policy and procedure documentation

Desired:

  • Experience in a prior project management, risk and/or support role

  • Advanced Excel and PowerPoint skills

  • Six Sigma, Agile or related project management methodology experience

  • Experience with managing process improvement

  • Knowledge of Retirement Plan products and processes

  • Bachelor’s degree a plus

Enterprise Job Description

The purpose of the role is to support and foster the overall service strategy for Wealth Management. The associate managers a diverse team, placing focus on mentoring, coaching and training, the business support structure, problem resolution and service efficiencies. Their broader responsibilities include identifying and implementing strategic service and technology solutions, working closely with business partners across diverse business to cultivate relationships with key stakeholders representing a broad range of functions and levels, as well as vendor and project management.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21067879

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Robin Bennett

Referral Bonus:

0