5 дней назад
Manager, BPS Client Service & Support (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Manager, BPS Client Service & Support (Fintech): Leading retirement client onboarding, implementation, plan conversions, and ongoing service operations with an accent on project governance, operational risk mitigation, and client readiness. Focus on managing complex conversions, measuring service performance, coaching teams, and driving change across cross-functional business initiatives.
Location: Jacksonville, Florida, United States
Company
provides fintech technology and solutions that support the global economy, clients, colleagues, and communities.
What you will do
- Lead and develop a team responsible for retirement client onboarding, implementation, plan conversion, and ongoing service activities.
- Drive client-centric onboarding experiences, successful plan conversions, operational excellence, and long-term client satisfaction.
- Oversee conversion governance, risk mitigation, milestone management, testing, and client readiness.
- Partner with Sales, Relationship Management, Product, Operations, Technology, Compliance, and Client Service teams.
- Establish performance metrics, implementation standards, conversion measures, and client satisfaction indicators.
- Coach associates and lead change management for new products, regulatory requirements, operational improvements, and business transformation.
Requirements
- Bachelor’s degree or an equivalent combination of education and experience.
- Leadership experience in retirement services, client onboarding, implementation management, conversion operations, business process services, or client-facing operations.
- Experience managing complex implementations, conversions, escalations, operational risks, and cross-functional initiatives.
- Ability to use performance metrics, operational analytics, and client insights to improve business results and service delivery.
- Experience leading organizational change and process transformation initiatives.
- Proficiency with Microsoft Office, project management tools, reporting platforms, and business management systems.
Nice to have
- Knowledge of retirement plan administration, defined contribution recordkeeping, plan conversions, and participant onboarding.
- Experience supporting corporate, advisor, institutional, or enterprise retirement clients.
- Knowledge of retirement regulations, governance requirements, operational controls, technology platforms, and recordkeeping systems.
- Experience leading geographically dispersed, hybrid, or global teams.
- Experience with automation, digital transformation, or operational modernization.
Culture & Benefits
- Full-time employment with a focus on learning, growth, innovation, diversity, and community impact.
- Equal opportunity employment practices.
- Conditional offers for US positions include a required drug test.
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