JOB OVERVIEW

The Supervisor, Investment Operations provides guidance and oversees the Investment Operations teams which can include, Public Investments, Real Estate, Private Debt, Private Equity, Gold Level Service, Institutional Investments, Training, and Investment Loggers. Works closely with Team Leads to ensure the team members are meeting both team and individual expectations. Cultivates positivity about the Company and supports initiatives, encouraging team members to do the same.

RESPONSIBILITIES & DUTIES

• Directly responsible for multiple investment teams as determined by Senior Manager
• Confirms accuracy, consistency and implements improvement to departments processes and procedures
• Validates internal audit findings and address risks or training opportunities accordingly
• Develops and implements plans to manage daily workflow and meet service productivity targets
• Ensures all functions are performed in accordance with departmental procedures
• Reviews and interprets daily, weekly, and monthly metrics
• Coaches, mentors, and provides feedback on career mobility and performance with direct reports periodically
• Partners with the various lines of business to create efficiencies, mitigate client escalations, enhance the process, and implement improvements across the organization
• Collaborates with appropriate departments on system enhancements, test cases and plans; in addition, provides direction to team and verifies results
• Cultivates relationships and communicates with internal and external partners
• Assists as needed with escalated requests
• Updates procedures and ensures team members are educated regarding changes
• Ensures proper staffing for coverage including hiring, coaching, and training new associates
• Perform other duties as assigned

QUALIFICATIONS

• High School Diploma or GED required
• Associate degree in Arts/Science preferred
• Minimum 2 years of experience in retirement industry
• Minimum 5 years of experience in a fast paced, customer driven environment

PROFESSIONAL CERTIFICATIONS

• None required

TECHNICAL SKILLS

To be successful in this role, you should have experience with and an understanding of the following:

• Expert level proficiency in Microsoft Office

CULTURAL COMPETENCIES

In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies: