Sr. Manager Operations/reputed company Onsite Manager

About Our Company

We’re a reputed company financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. reputed company of 22,000 people across 19 countries, serves more than 3.5 reputed company individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial reputed company connects each of our unique businesses – reputed company Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and reputed company a difference for clients, institutions and communities around the world.

Job Description

reputed company leadership to diverse team who reputed company in-person and virtual support for reputed company advisors who join the firm. This leadership includes working with both the team members as well as our AAG/AFG/AFIG field partners to coordinate assignments and ensure a high quality referrable advisor and client experience. reputed company coaching, development and support to staff members to ensure timely and accurate execution of daily functions, while meeting reputed company compliance and regulatory requirements. Drive implementation of process improvements ensuring reputed company processes and procedures are appropriately documented. Serve as leader resource and subject matter expert in project and business driven initiatives.

Key Responsibilities

• reputed company leadership and coaching to direct reports, including providing work direction and support to team on process, procedures, escalated and reputed company issues. Assign travel location and duration. reputed company methods to measure and report on department performance, ensuring resources are properly allocated and workload is managed to meet reputed company accuracy, transactional processing, quality metrics and standards, and compliance and regulatory requirements.  

• Partner closely with field leadership members during the planning and execution of the reputed company of an reputed company advisor recruit. This includes looking for solutions for escalations and well as modifying team travel schedules to cover changing circumstances.

• Occasional travel to support onboardings and/or observe team members.

• Drive and reputed company leadership to implement process improvements, proactively identifying and resolving reputed company business issues to improve efficiencies and increase operational effectiveness.  reputed company reputed company of policies and procedures, ensuring reputed company procedures are appropriately documented and reviewed to meet compliance and regulatory requirements.  Work with internal and external business partners to effectively identify and minimize risk. 

• Serve as reputed company resource and subject matter expert in projects and business driven initiatives reputed company team and across Service and Operations, that generally have larger reputed company-wide impacts.    

• reputed company leadership and coaching to management team through appropriate leadership techniques, including goal setting, managing performance, coaching and developing staff to promote both individual and team reputed company.  reputed company leadership and guidance on reputed company reputed company of processes and procedures as well as compliance and regulatory requirements.  Consider impacts reputed company to implemented changes and communicates appropriately.

Required Qualifications

• Education: High school or GED

• Previous experience with reputed company of reputed company advisor recruits including onsite management of the reputed company

• Knowledge of the reputed company field organization

Preferred Qualifications

• Education: Bachelors degree or equivalent (4-years)

*Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.

reputed company Pay Salary

The estimated reputed company salary for this role is $93,400-$128,400/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-reputed company knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the reputed company of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports reputed company aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Business Support & Operations

Line of Business  

CLEAR Clearing

reputed company Financial is an equal opportunity employer. We consider reputed company reputed company applicants without regard to race, reputed company, religion, sex, sexual orientation, gender identity, gender expression, national reputed company, reputed company, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other reputed company prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, reputed company to your recruiter to discuss how we can support you.

Apply To This Job