Chief Operations Strategist
1 week ago
Ascensus is seeking a highly experienced and skilled Chief Operations Strategist to lead our Core Operations team. This key role will be responsible for developing and implementing operational strategies to meet client expectations, driving continuous improvement, and transforming the day-to-day business.
Responsibilities- Act as senior leader for clients and advisors in plan-level issue situations, providing executive presence and expertise.
- Serve as senior decision maker on escalated items, ensuring timely and effective resolution.
- Develop, maintain, and revise daily production reports, SLAs, and metrics to measure performance and drive improvement.
- Plan and organize workflows to meet operational service commitments, ensuring seamless delivery of services.
- Cultivate professional relationships with internal teams to support staff and clients.
- Collaborate with Employer & Sponsor Services, Participant Services, Relationship Management, and Sales to build services and support processes, aligning department priorities with business objectives.
- Align department priorities with business plan objectives to maximize revenues, client retention, and organic sales.
- Develop project plans and teams to achieve strategic vision and goals.
- Produce weekly/monthly production reports, metric reporting, and capacity analysis to inform decision-making.
- Develop staffing strategies to allocate resources effectively, meeting business needs and operational service commitments.
- Document, maintain, and revise operational workflows and Service Standards to ensure consistency and quality.
- Oversight of daily processing responsibilities, ensuring timely and accurate completion.
- Maximize staffing allocations in support of budget plans, monitoring expenses and revenue-generating activities.
- Identify areas of improvement within the FuturePlan platform, including workflows, policies, technology, products, etc.
- Develop improvement plans, gain support, and execute changes to enhance operational efficiency.
- Motivate, lead, and support leadership teams and associates to provide excellent associate direction, ensuring high levels of performance and job satisfaction.
- Ensure staff is properly trained to respond to clients professionally and consultatively.
- Establish and manage team deliverables, ensuring consistent quality and production service level objectives are met or exceeded.
- Provide guidance to staff on daily basis for escalated issues, ensuring prompt resolution.
- Develop leadership and staff expertise, ability, and experience for career pathing within Ascensus.
- Escalate awareness across appropriate teams of issues requiring resolution, partnering with internal departments to deliver timely resolution.
- Bachelor's degree in business administration, management, finance, or equivalent work experience.
- At least 10 years' experience in the financial or retirement services industry or comparable experience.
- 5+ years of previous leadership experience, demonstrated ability to lead with strong management skills.
- Excellent written and oral communication skills, professional demeanor, and experience with client meetings.
- Excellent analytical and problem-solving skills, detail-oriented, and able to work well within given timeframes and standards.
- Familiarity with MS-Office software applications, including Excel, PowerPoint, Word, and Visio (familiarity with Access preferred).
- Ability to work overtime as necessary.
Estimated salary: $120,000 - $150,000 per annum, based on location and experience.
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