Location: Westerville, OH, United States

Transactions Manager I

 

Job Description

You are a production fast-paced environment enthusiast. You have found the right team!

As a Transaction Manager I in Retirement Services Operations, you will be responsible for functional, and controls support for retirement products supported by CD and MMA accounts. You will directly manage a group of Specialists.  You will also be accountable for achieving key service metrics, meeting or exceeding financial/productivity goals, ensuring business partner/employee satisfaction, and managing and implementing ongoing improvement initiatives, while maintaining adherence to risk and control guidelines within complex functions and processes, which will involve higher level decision making and empowerments. You will also ensure all work is processed within assigned service levels and meets Legal/Compliance requirements.

Job responsibilities

• Execute on business initiatives by creating and maintaining open communication with employees, peers, leadership team and other lines of business, including developing and delivering executive and external reporting and other communications. 
• Make informed business decisions using your independent judgement, skill set, experience, and subject matter expertise, in combination with documented policies and procedures, relationships with critical partners, expanded empowerments and increased authority levels, to enhance the performance of the department and business. 
• Identify and own end-to-end process improvement opportunities, which may include recommending solution(s), developing and maintaining training content, implementing changes, managing process/policy changes, and partnering with the change management leadership team as necessary.
• Ensure team’s adherence to operating policies and procedures, and legal and compliance regulations, while independently resolving escalations. 
• Manage team performance, leading by example and coaching on key behaviors to motivate sustained results; this includes using performance management resources to proactively monitor, coach and develop employees, recognizing strong performers and managing those not meeting performance standards. 

Required qualifications, skills and capabilities

• Have People Management Experience
• Minimum 3 years of experience in financial services
• Able to drive Change in a high production environment
• Be detail oriented and ability to work under pressure of deadlines
• Deliver coaching and feedback / People Management
• Able to multitask and meet deadlines in a fast-paced environment
• Have verbal and written communication skills, including the ability to simplify and communicate complex issues for a variety of audiences
• Prioritize and organization skills, able to handle multiple assignments and competing priorities
• Problem solving skills with a successful record balancing risk and customer experience
• Possess functional experience in MS Office Suite (Excel, Word, PowerPoint, Outlook), must be proficient in Excel

Schedule Monday-Friday 8:00am-5:00pm. This is an in office role.

This role is not eligible for Visa Sponsorship

Focus on leading retirement services to achieve financial goals, ensure compliance, and promote continuous improvements.