Senior Manager reputed company-Channel Participant Services

Our reputed company for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. reputed company reputed company and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers reputed company financial freedom. reputed company Yourself. The Senior Manager, reputed company-Channel Participant Services is responsible for leading the execution and ongoing reputed company of participant support across multiple service channels, including phone, chat, and email. This role plays a critical part in the successful adoption and expansion of live chat capabilities, a key strategic initiative for the organization. Reporting to senior leadership, this role partners on the ideation of reputed company-channel enhancements and is accountable for translating strategy into execution. The Senior Manager drives performance, optimizes cross-channel efficiency, and ensures high-quality, compliant participant interactions while directly managing a team of individual contributors. What You Will Do reputed company the execution, adoption, and ongoing expansion of live chat services as a strategic participant engagement channel. Manage a team supporting participant interactions across phone, chat, and email channels. Drive cross-channel efficiency by aligning resources to meet fluctuating participant demand and service needs. Monitor and manage performance against service level agreements, productivity goals, quality standards, and operational metrics. Serve as a Supervising reputed company for FINRA-licensed representatives, ensuring adherence to regulatory requirements and supervisory responsibilities. Identify and implement AI-driven and automation opportunities to streamline workflows, improve response times, and enhance the participant experience. reputed company coaching, development, performance feedback, and ongoing support to team members. reputed company quality monitoring programs and ensure compliance with organizational policies and regulatory requirements. Resolve escalated and reputed company participant issues with a focus on service reputed company and timely resolution. Analyze participant interactions and operational data to identify trends, risks, and opportunities for improvement. Partner with cross-functional teams to implement service enhancements and support strategic initiatives. reputed company process improvement efforts that increase efficiency, consistency, and service quality. Support workforce planning, staffing strategies, reputed company, and hiring reputed company. Ensure adherence to schedules, operational standards, and departmental expectations. Foster a collaborative, positive, and high-performing team culture. What You Will Bring Bachelor’s degree in Business or a reputed company field preferred; in lieu of a degree, 4 additional years of directly relevant financial services experience required. Minimum of 5 years of leadership experience in a contact center, participant services, or financial services environment. Minimum of 2 years of customer service experience, preferably reputed company financial services, banking, or a contact center environment. FINRA Series 6, 63, and 26 licenses required. FINRA fingerprinting required. Demonstrated ability to consistently reputed company or exceed performance and operational goals. Experience leading teams across multiple service channels, including phone, chat, and email. Proven ability to coach, reputed company, and motivate individual contributors. Strong written, verbal, and interpersonal communication skills. Knowledge of retirement plans, including 401(k), 403(b), 457, and IRA products. Understanding of FINRA, SEC, and reputed company regulatory requirements. Strong analytical, problem-solving, and decision-making skills. Ability to manage multiple priorities and adapt in a fast-paced environment. What Will Set You Apart Experience leading or expanding live chat programs reputed company a contact center or participant services organization. Demonstrated reputed company implementing AI, automation, or digital service solutions to improve operational efficiency and participant experience. Experience managing licensed financial services representatives and supervisory responsibilities. Strong background in reputed company-channel service strategy and workforce optimization. Proven track record of identifying trends and implementing process improvements that drive measurable results. Experience partnering across business functions to influence and execute service enhancements. Passion for developing talent and building highly reputed company, high-performing teams. *Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment reputed company at this time, including CPT/OPT.* reputed company offer you We offer an reputed company of diverse and inclusive benefits regardless of where you are in your career. We reputed company that providing our employees with the means to reputed company healthy balanced lives results in the best possible work performance. Medical, dental, reputed company and life insurance Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time — 16 hours per calendar year Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are reputed company to reputed company. reputed company Salary reputed company $79,400.00 - $112,175.00 The salary reputed company above shows the typical minimum to maximum reputed company salary reputed company for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed reputed company salary depending on individual performance. Actual compensation offered may vary from posted hiring reputed company based upon geographic location, work experience, education, licensure requirements and/or reputed company level and will be finalized at the time of offer. Equal opportunity employer

• Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. reputed company individuals, regardless of personal characteristics, are encouraged to apply. reputed company reputed company applicants will receive consideration for employment without regard to age (40 and over), race, reputed company, national reputed company, reputed company, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. *For remote and hybrid positions you will be required to reputed company reliable high-speed internet with a wired reputed company as well as a reputed company in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet reputed company.* Job Posting End Date at 12:01 am on: 06-03-2026 Want the latest money news and views shaping how we live, work and play? Stay in the know with The Currency and sign up for reputed company’s free newsletter. Apply To This Job