Manager, Operations Project Support

Description:

Responsibilities:

• Manage and contribute to critical initiatives/ad hoc projects.

• Manage multiple projects simultaneously including data collection, project management, and presentation development. Scope and frequency of projects will vary.

• Work with the squad associated with solutions to ensure they are meeting the needs of Advisors, Clients and Head Office users, while remaining compliant with the regulatory parameters the Dealer works within.

• Constantly seeks opportunities for process improvements, system enhancements, policy changes or automation (RPA) solutions that will benefit the Advisor/Client experience and the efficiency of the processing teams.

• Use strong customer service skills and applying sound business understanding, this role acts as a critical business partner for other internal departments as well as advisors and their back offices when necessary.

• Represent the Operations processing and administration group on relevant projects and initiatives and ensures the Leaders are prepared for changes to policies and procedures that may impact their teams.

• Complete cost/benefit analysis, opportunity assessments, cases and other documentation that would support the pursuit of these initiatives.

• Monitor industry trends and competitive landscape to find opportunities for improving the overall Customer Experience within the Dealer.

• Work across different teams and with all levels of management. Form solid relationships with different groups.