Operations Manager - Retirement ServicesVirtualVocations • Escondido, California, United States
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Operations Manager - Retirement Services
VirtualVocations • Escondido, California, United States
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A company is looking for a Manager III, Operations - Retirement Plan Services.
Key Responsibilities
Provide leadership and coaching to team members while ensuring adherence to company policies
Manage performance metrics and conduct quality reviews for team members
Identify and implement process improvements to enhance customer experience and operational efficiency
Required Qualifications
Bachelor's degree in Business or equivalent work experience
8+ years of experience in customer service, administration, or operations, preferably in the retirement / financial services industry
4-6 years of experience leading medium-sized teams
Experience with Retirement Plan Documents and knowledge of IRS, ERISA, and DOL regulations
Proven ability to manage multiple priorities and adapt in a changing work environment
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Operation Manager • Escondido, California, United States
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