Job FamilyOperations - General
Job Description SummaryThe Head of Retirement Operations will serve as the end-to-end operations leader for the retirement line of business. Lead a large workforce to align operations to deliver the Retirement business strategy. This role will report to the Chief Operations Officer.
Job Description Responsibilities- Develop and implement operations strategy with a focus on efficiencies that enhance the experience for customers, agents, and advisors.
- Responsible for the end-to-end execution of operational functions in support of the overall Retirement organizational goals.
- Provide direction and control for the effective and profitable operation for Retirement.
- Develop the organization's short- and long-term goals and strategies to ensure business processes and operational controls are in place.
- Identify opportunities for potential outsourcing strategies and partner with key leaders to execute effectively.
- Collaborate closely with leadership in Distribution, Marketing, Finance, Operations, Technology, and Legal to ensure organizational success.
- Evaluate existing processes across Retirement and provide guidance on efficiencies and performance improvements and report on operating results to ensure consistent growth and progress towards achieving organizational goals.
- Ensure tools, resources, and processes are in place to monitor, track and report performance.
- Build high performing diverse teams to meet business needs.
- Maintain a focus on continuous improvement to drive operating efficiency.
- Manage overall budget for the Operations organization.
- Promote and foster employee engagement and well-being by driving collaboration, innovation, transparency, inclusion, and trust across the function and organization.
Qualifications- 12 years or more of progressive leadership experience in the financial services/insurance industry in an Operations capacity
- Deep knowledge of the Retirement business, products and operations
- Business acumen to execute strategic plans and allocate budgets
- Outstanding leadership and communication skills to influence outcomes at the executive level
Preferred QualificationsWorking Conditions- Remote (Call Center) Environment
- Moderate Travel 10 to 25%
The Salary for this position generally ranges between $274,000 - $320,000 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
