Head of Disbursements Operations
Ascensus
full-time
Posted on:
Location Type: Hybrid
Location: Dresher • Minnesota, Pennsylvania • 🇺🇸 United States
Visit company websiteSalary
💰 $150,000 - $190,000 per year
Job Level
Lead
About the role
- Team Leadership: Develop, and implement the annual business plan; communicate to leadership and ensure understanding of the plan and alignment to the work and measurables
- Motivate, lead and support leadership team and associates to provide excellent associate direction.
- Ensure talent development and training to respond to clients in a professional and consultative manner.
- Partner with leaders to ensure the creation and management of team deliverables, ensuring that quality and production service level objectives are consistently met or exceeded.
- Provide balanced feedback to leadership regarding performance and areas of improvement, motivation of team and support of the associate experience and empowerment
- Conduct regular staff meeting with leadership and teams providing updates and receiving feedback.
- Provide guidance and support empowerment for leaders to mitigate and address escalated issues.
- Develop leadership competencies, expertise, ability, and experience for career pathing within Ascensus.
- Support team in escalating awareness broadly across appropriate teams’ issues requiring resolution; partner with internal departments to deliver timely resolution.
- Actively seek out ways to improve associate satisfaction and deliver results.
- Serving Clients: Act as senior leader for clients and advisors looking for executive presence in plan level issue situations, audits, and service meetings.
- Serve as senior decision maker on escalated items.
- Drive leadership in monitoring and achieving daily production commitments, SLA and metrics as well as workflows in order to meet operational service commitments.
- Develop professional relationships with internal teams and stakeholders to ensure alignment of approach and satisfaction.
- Strategic Activities: Collaborate with internal clients Employer & Sponsor Services, Participant Services, Relationship Management and Sales to building services and support processes.
- Align department priorities to execute on business plan objectives to maximize revenues, client retention and organic sales.
- Team with executive leadership and peers to create strategy and vision for the Client Operations organization.
- Develop project plans and teams to achieve strategy and vision.
- Develop and drive efficiency plays and enhancements leveraging all Ascensus capabilities to achieve with automation or process refinement.
- Process and Business Management: Own budget planning and align current and future planning activities against budget expectations.
- Ensure that the team’s decision-making processes are guided by data, real time metrics and capacity analysis.
- Educate and empower leadership team on best practice talent strategies for appropriate allocation of resources to meet business needs and operational service commitments/objectives.
- Document, Maintain and Revise operational workflows and Service Standards.
- Monitor and actively manages department expenses and revenue generating activities to meet budget.
- Identify areas of improvement within Ascensus platform including workflows, policies, technology, products etc.
- Develop improvement plans, gain support and execute.
- Work with peers in the senior management team to identify global issues and opportunities for improvement, make recommendations for changes and help implement.
- Responsible for protecting and securing all client data held by Ascensus to ensure against unauthorized access to and/or improper transmission of information that could result in harm to a client.
- Maintain and establish the environment enabling Operations teams to live by the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day-to-day basis showing your support of our organizational culture.
Requirements
- Bachelor’s degree in business administration, Management, Finance or equivalent work experience
- 10 years’ industry experience (with money out/disbursements) and at least 8 years of leadership experience of leadership roles and functions
- 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
- Must be detail oriented and be able to work well within given timeframes and standards
- Familiarity MS-Office software applications, including Excel, PowerPoint, Word, & Visio (familiarity with Access preferred)
Benefits
- 401(k) match
- Medical
- Dental
- Vision
- Paid-Time-Off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
budget planningdata analysisprocess improvementproject managementworkflow documentationservice standardstalent developmentclient relationship managementautomationcapacity analysis
Soft skills
team leadershipcommunicationproblem-solvinganalytical skillsdetail-orientedmotivationempowermentstrategic thinkingcollaborationclient service