Supervisor, Operations | Retirement Plan Services | Southfield, MI
Core
Supervise a team providing administrative and service operations support for retirement accounts, including IRAs and qualified plans.
Role type
Senior Operations Supervisor
Builds
High-quality administrative and operational support for retirement accounts
Domain
Financial Services / Retirement Planning
Deliverable
Dashboards & analysis
Required skills
Team leadership, performance management, regulatory compliance, process improvement, stakeholder collaboration, risk management, budget tracking, training development
Preferred skills
Knowledge of IRS and DOL rules, financial planning concepts, securities industry practices
Technologies
Operational systems, internal communications systems
Responsibilities
Direct associates to meet performance goals, handle performance management including discipline, interview and hire associates, serve as knowledge resource for retirement plan issues, initiate process evaluations for efficiency, track budgets and report variances, identify noncompliance and escalate issues
Seniority
Senior, hands-on IC