Role Overview:
Shape the future of operational execution by coaching teams, strengthening controls, and delivering faster, more consistent customer outcomes through process improvement and automation.
Job Responsibilities:
- Direct daily transfer and withdrawal processing delivery to ensure completion aligns with procedures, service levels, and control standards
- Coordinate workflow tracking, queue management, prioritization, and team coverage to support effective handoffs
- Validate verification steps, quality checks, and reconciliations to maintain data integrity and control requirements
- Own exception management by identifying breaks, delays, or risks and ensuring timely, clear, audit-ready escalations
- Enhance the customer transfer experience by improving responsiveness, transparency, and outcome quality
- Collaborate with internal partners to resolve operational issues efficiently, including under time pressure
- Sustain effective coordination with external vendors to support end-to-end processing within agreed timelines
- Improve procedures by reducing handoffs, strengthening documentation, and accelerating turnaround times
- Spearhead automation initiatives by identifying opportunities, defining requirements, tracking delivery, and measuring benefits
- Mentor team members through coaching, onboarding, training support, and performance management
- Compile and review operational reporting, including queue health, quality trends, and key performance indicators, and communicate status to stakeholders
Required Qualifications:
- 10+ years of experience in operations, service delivery, or process-driven environments
- 3+ years of experience managing 6+ team members
- Lead workflow-based transfer and withdrawal operations, including cash and asset processing activities
- Deliver measurable automation outcomes such as cycle-time reduction, error reduction, or capacity release using tools such as Alteryx, Tableau, Power Automate, Visual Basic for Applications, scripting, or low-code solutions
- Advanced proficiency with Microsoft 365 tools, especially Excel and PowerPoint
- Coach teams through feedback, performance management, and development planning
- Prioritize workloads effectively across deadlines and competing stakeholder demands
- Communicate clearly in writing and verbally, including confident escalation and stakeholder management
- Build reporting routines and dashboards that track queue aging, service level agreement performance, quality, and rework trends
Preferred Qualifications:
- Knowledge of pensions and investment products or account types relevant to transfers
- Execute function transitions by embedding training, documenting procedures, implementing controls, scaling capacity, and meeting service levels
- Use Equisoft or similar transfer-processing platforms
- Leverage Salesforce or similar customer relationship management and workflow tools
- Experience in client-facing operations or service environments with strong customer outcome focus
- Experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.