Job FamilyOperations - General
Job Description SummaryAdvance business lines by the development of strategic product roadmaps, ensuring excellence in service delivery, leading through organizational change, and building an engaged and effective Operations team.
Job Description Responsibilities- Set the operating strategy for WFG, translating business priorities into clear plans, measurable outcomes and disciplined execution across operations, service functions.
- Lead end-to-end service delivery for WFG, with focus on quality, timeliness, regulatory discipline, customer experience and operational resilience.
- Partner with senior leaders across distribution, product, technology, risk, compliance, finance and third-party providers to align operational priorities with business growth and customer expectations.
- Own the operational performance framework, including service levels, key metrics, capacity planning, business reviews, root-cause analysis and action plans that improve business outcomes.
- Drive simplification and continuous improvement across WFG operations, using data, process discipline and stakeholder influence to improve speed, quality, cost efficiency and customer experience.
- Partner with peers to champion strategic initiatives, including transformation, operating model changes, technology enablement, and transition of new capabilities into steady-state operations.
- Manage third-party and shared-service relationships with clear expectations for performance, accountability, issue resolution, risk management, and continuous improvement.
- Maintain strong understanding of financial services operations, customer expectations, industry practices, product trends and regulatory considerations that affect the WFG operating model.
- Identify operational risks, control gaps, service issues, and business constraints, and lead practical solutions that balance customer, business, regulatory and resource needs.
- Build, develop and retain a high-performing operations leadership team with clear accountability, strong talent discipline, inclusive leadership and a culture of collaboration, transparency and trust.
Qualifications- Bachelor's degree in business, finance or related field, or equivalent experience.
- Ten years of leadership experience in operations and service delivery. Deep understanding of competitive landscape, customer expectations and product trends for product lines.
- Leadership experience in enterprise-wide transformation projects and successful transition to BAU activities.
- Ability to serve as the voice of the customer and translate requirements for execution.
- Strategic mindset, able to distill complex scenarios into straightforward, prioritized plans that create buy in.
- Passion to embrace change and challenge the status quo to find new solutions and drive out of the box ideas.
- Outstanding communication, problem solving, decision making, negotiation, and partnership skills.
- Ability to engage in strategic discussions and influence outcomes at the executive level. Advocate effectively and readily command attention and respect in groups.
- Ability to effectively resolve difficult disputes and business challenges using strong partnering and leadership skills.
- Ability to organize, analyze, and present data in a digestible format with meaningful recommendations. Belief that good decision making is rooted in facts.
- Ability to manage and plan complex, interdependent initiatives with a focus on balancing priorities for business value, resource commitments and attention to detail.
- Intellectual curiosity and a desire for ongoing personal and team development.
- Understand that people management is as important as business management.
- Understand how to multiply effectiveness through overall team performance.
The Salary for this position generally ranges between $240,000 - $270,000 annually.
Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs.
Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.
What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
- Competitive Pay
- Bonus for Eligible Employees
Benefits Package
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
Health and Work/Life Balance Benefits
- Paid Time Off starting at 160 hours annually for employees in their first year of service.
- Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
- Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
- Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
- Adoption Assistance
- Employee Assistance Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
