Manager, Operations – Retirement Plan Services

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🐻 Alaska, Arizona, +3 more states – Remote

🐻 Alaska – Remote 🌵 Arizona – Remote 🏄 California – Remote ☕ Washington – Remote 🦬 Wyoming – Remote

💵 $100k - $120k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚙️ Operations

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Raymond James

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1962

💸 Finance

Finance • Wealth Management • Investment Banking

Raymond James is a global financial services firm that offers a comprehensive range of investment solutions including wealth management, asset management, and investment banking services. The firm specializes in providing tailored financial planning and investment advice to individuals and institutions, with a focus on retirement planning, estate management, and financial education. Backed by a strong team of financial advisors and industry expertise, Raymond James is committed to helping clients achieve their financial goals through personalized services.

📋 Description

• Provides direction, leadership and support for assigned department in Operations. • Implements business plans and ensures policies and procedures are followed. • May be accountable for various projects to improve efficiency and drive productivity and quality within their area. • Contact with internal and external customers will be required to identify, research, analyze and resolve issues. • Monitors productivity and service levels.

🎯 Requirements

• Bachelor's degree in a related field or an equivalent combination of education and work experience. • Three (3) or more years’ experience in financial services / operations including one (1) year as team lead or leadership experience in a financial or service organization. • Knowledge of Trust Company and Investment concepts, practices and procedures used in the securities industry. • Retirement Plan concepts, administration practices and regulations. • General payroll administration concepts. • File Transfer Protocols, SQL, VBA, scripting, HTML, Salesforce, Report Writing such as Crystal Reports or Tableau, and/or Microsoft suite of products.

🏖️ Benefits

• medical, dental, and vision • life insurance • critical illness insurance and accident insurance • disability benefits • retirement savings • paid time off (including vacation, holidays, and sick leave) • parental leave