Job Description
U.S. Retirement Services (401k / IRA Accounts)
We are looking for an experienced and results-driven Process Manager / Operations Manager to lead and oversee operations for U.S. retirement services accounts, including 401(k), rollovers, and IRA-related processes. The ideal candidate will have strong people management skills, a solid background in BPO or financial services operations, and the ability to drive team performance in a fast-paced environment.
Key Responsibilities:
• Lead, manage, and motivate a team to achieve operational goals and KPIs
• Oversee day-to-day operations for U.S. retirement and wealth management accounts
• Monitor team performance, productivity, quality, and service levels
• Provide coaching, training, and performance feedback to team members
• Ensure compliance with company policies, client requirements, and process standards
• Coordinate with internal s...