Western & Southern Financial Group

Operational Excellence Lead

Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree required
  • 5-7 years of experience in the service industry
  • 2-3 years utilizing continuous improvement tools like Lean or Six Sigma
  • Strong influencing skills with the ability to gain trust and commitment from team members
  • Outstanding communication skills tailored to diverse stakeholders
  • Strong critical thinking and analytical skills
  • Proven ability to hold peers accountable for results

Responsibilities

  • Facilitate the development and use of OpEx tools to enhance associate competency
  • Build trust by coaching W&S principles and OpEx practices
  • Coach leaders and associates on OpEx systems to foster a culture of excellence
  • Guide the maturity of OpEx through hands-on development of processes
  • Identify best practices and document lessons learned for local application
  • Manage OpEx improvement tools to enhance business performance
  • Perform reporting and development activities as needed

Benefits

  • Opportunity to work closely with business leaders and associates
  • Access to professional development training and improvement events
  • Build a culture of operational excellence
  • Collaborative environment with a focus on stakeholder value creation
  • Potential for career advancement in continuous improvement roles
Full Job Description
Overview

Oversees, leads, and manages the implementation and continued maturity of the W&S Operational Excellence (OpEx) system, which identifies and maximizes value for customers while engaging associates in regular and sustainable process improvement. Works with business Leaders, Managers and Associates to drive the development and execution of standard operating practices supporting the business's financial and operational goals. This role will learn and deploy a consistent, systematic methodology for achieving process excellence that drives performance acceleration leading to stakeholder value creation.

Responsibilities

What you will do:
  • Facilitates the development and application of OpEx tools, processes and systems to grow the competency of business associates. This includes providing OpEx training and leading improvement events (Kaizen).
  • Builds and maintains trust and credibility with associates at all levels by exhibiting and coaching W&S Principles and OpEx practices.
  • Coaches Leaders, Managers, and Associates on the importance (Why) and use (How) of OpEx systems, processes, and tools to develop a culture of operational excellence.
  • Guides OpEx maturity in the business with a hands-on approach to development and sustainment of tools, processes and systems.
  • Identifies and leverages best practices within the business and Enterprise to support ongoing development of OpEx. Documents lessons learned and incorporate into the local business as appropriate.
  • Manages OpEx Improvement tools, including Assessment Gap Plan and CI Roadmap, to drive business performance.
  • Performs reporting and development activities as required by the PROSPER team.
  • Performs other duties as assigned.
  • Complies with all policies and standards.


Qualifications

  • Bachelor's Degree - Required
  • Typically five to seven years of business experience in service industry. - Required
  • Typically two to three years of experience utilizing continuous improvement tools (e.g. Lean, Six Sigma, etc.) to improve process efficiency and deliver customer value. - Required
  • Demonstrated influence with leaders and associates, including gaining the confidence and trust of others, sharing ideas in a compelling manner that gains commitment from others, and finding common ground and acceptable alternatives that satisfy the needs of multiple stakeholders. - Required
  • Proven outstanding communication skills, including listening, presenting, speaking and writing, adjusting communication content and style to meet the needs of diverse stakeholders. - Required
  • Demonstrated strong critical thinking skills with the ability to conceptualize, analyze, synthesize, and evaluate data and information to draw accurate conclusions and make sound decisions. - Required
  • Proven organizational courage to hold peers and others accountable for results. - Required
  • Demonstrated strong customer focus and work ethic. - Required
  • Demonstrated leadership skills, including providing direction, influencing and guiding team members to a recommended course of action. - Required
  • Demonstrated history of executing with urgency, proficiency and passion. - Required
  • Working knowledge of Microsoft Office products. - Required
Work Setting/Position Demands:
  • Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
  • Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
  • Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
  • Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
  • Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
  • Performs substantial movement of wrists, hands, and fingers for continuous computer work.
  • Extended hours required during peak workloads or special projects/events.
Travel Requirements:
  • None

About Western & Southern Financial Group

Western & Southern Financial Group provides financial translators, helping to turn the complex into simple, practical financial solutions. work face-to-face with middle-market clients to help understand their needs and provide financial solutions designed to meet their goals.

Western & Southern Financial Group Careers

Join the vibrant team at Western & Southern Financial Group, a leader in the financial services industry known for its strong commitment to fostering professional growth and innovation. As part of our team, you will engage in meaningful work that directly contributes to our reputation as one of the most respected names in financial solutions.

Work You’ll Do

At Western & Southern Financial Group, you will find job opportunities that challenge and motivate you to leverage your skills and potential. Whether you are looking for a position in financial advising, customer service, or IT, our company offers a dynamic environment where career growth is supported and encouraged.

Innovate and Lead

Embrace the chance to work on projects that redefine industry standards while collaborating with a team of over 10,000 dedicated professionals. Our leadership is committed to nurturing a culture of innovation and diversity, ensuring that every team member has the opportunity to excel.

Professional Development

Western & Southern Financial Group is not just a company; it's a place where careers are built. Our employees enjoy access to comprehensive benefits and diversity training programs that promote professional development and personal well-being. From leadership workshops to networking events, we provide the tools necessary for you to advance your career.

Internship Programs

Kickstart your career with Western & Southern’s internship programs. These opportunities allow you to gain hands-on experience, build your resume, and understand the financial sector from the inside out. Interns work closely with experienced professionals, gaining insights that are crucial for future employment.

Join Our Team

Explore the array of job opportunities at Western & Southern Financial Group. We are continuously hiring and looking for individuals who bring creativity, innovation, and a strong work ethic to our team. With a focus on leadership development and employee satisfaction, we are dedicated to helping you achieve your career goals.

Stay Connected

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Apply Now

Ready to take the next step in your career? Search open positions that match your skills and interests. We look for passionate, curious, and solution-driven team players who are ready to make a difference.

SEARCH WESTERN & SOUTHERN FINANCIAL GROUP JOBS

At Western & Southern Financial Group, we believe in empowering our employees to grow, innovate, and lead in every aspect of their career. Join us and be part of a team that values diversity, leadership, and the professional growth of its members. Discover the impact you can make in the financial services industry with Western & Southern.
Learn more about Western & Southern Financial Group
Size
4,700 employees
Industry

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