GWIM Associate Team Ops Mgr

Job Description:

• 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.

• 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

• 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

• 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.

• 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

• 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

• 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.

• 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

• 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