Head of Operations, Transformations & Integrations

🕒 Outubro 16

🇺🇸 Estados Unidos – Remoto (EUA)

⏰ Tempo Integral

🔴 Especialista

⚙️ Operações

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PCS Retirement

SiteLinkedInTodas as Vagas

201 - 500 funcionários

💸 Finanças

🤝 B2B

Finance • B2B

A PCS Retirement é um provedor líder de soluções modernas e simplificadas para planos de aposentadoria, atendendo a uma ampla gama de clientes, incluindo poupadores individuais, empregadores, administradores terceirizados (TPAs), consultores financeiros e instituições. A empresa está entre as provedoras de planos de aposentadoria que mais crescem no país, oferecendo uma experiência sem conflitos com soluções personalizáveis e flexíveis. A PCS Retirement se concentra em elevar os negócios de planos de aposentadoria e fornecer suporte contínuo com integração de folha de pagamento 360 e serviço 24/7.

Descrição

• Lead process improvement and operational transformation across retirement recordkeeping operations and service • Develop and implement AI solutions to improve operational efficiency, productivity, service quality, and customer experience • Lead recordkeeping platform system conversions across operations and service • Lead digital transformation and expand self-service capabilities for advisors, plan sponsors, and participants • Design and implement workflow redesign and Salesforce case management integration • Implement Lean, Kaizen, and other operational improvement initiatives • Reduce rework, NIGO, and escalations through measurement and improvement initiatives • Define, refine, measure, and analyze performance metrics across Operations & Service • Develop and maintain capacity models and drive productivity enhancements using tools such as ActivTrak • Lead post-acquisition recordkeeping integration across platform integration, organizational design, transaction processing, plan implementation, operations, and contact center integration • Manage approximately 5–8 direct reports, including Process Leads, a Capacity and Performance Analyst, and an Integration Analyst • Partner with Product and Technology teams to prioritize and implement system enhancements • Lead change management, communications, stakeholder engagement, and adoption planning • Build, develop, coach, and retain a high-performing transformation and operational excellence team • Manage departmental priorities, budgets, vendor resources, and initiative funding

🎯 Requisitos

• Bachelor’s degree in Business Administration, Finance, Accounting, Management, Operations, Information Systems, or a related field • 15+ years of experience in retirement plan recordkeeping, financial services operations, operations transformation, business process improvement, or related operational leadership roles • 7+ years of progressive leadership experience managing operations, transformation, integration, process improvement, digital enablement, technology delivery, or client service teams • Deep understanding of defined contribution retirement plans, including 401(k), 403(b), 457, and related retirement products and recordkeeping services • Demonstrated experience leading process improvement, operational transformation, workflow redesign, automation, or operational excellence initiatives in a complex service environment • Experience developing or implementing AI, automation, workflow, analytics, or digital solutions • Strong ability to partner with Product and Technology teams to prioritize system enhancements, translate business needs into requirements, and drive execution through implementation • Proven ability to establish and manage operational metrics, dashboards, scorecards, productivity reporting, capacity models, and transformation benefit tracking • Strong analytical, problem-solving, prioritization, and decision-making skills • Strong executive communication, stakeholder management, and cross-functional influence skills • Strong people leadership with a track record of developing high-performing teams and building scalable organizational capabilities • High level of integrity, accountability, sound judgment, and professional maturity • Master’s degree preferred • Experience leading system conversions, platform migrations, technology implementations, or large-scale operating model changes preferred • Experience supporting mergers, acquisitions, operational integrations, or large-scale client and platform transitions preferred

🏖️ Benefícios

• 401(k) match • Medical insurance • Dental insurance • Vision insurance • Life insurance • Short-term disability • Long-term disability • Paid time off • Uninterrupted virtual workspace for remote work • Internet work speed requirement of 50 MBps or better for individual use

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