Supervisor, Operations Job at Raymond James (Saint Petersburg)

Job Description

Provides direction, leadership, and support for the AMS Advisor Services Team, an inbound call group servicing branches and internal operations teams. Ability to implement business plans and ensure policies and procedures are followed. May be accountable for various projects to improve efficiency and drive productivity and quality within their area. Individuals at this level should have a broad understanding of the different areas of Operations. Contact with internal and external customers will be required to identify, research, analyze and resolve issues. Monitors productivity and service levels using the various reports available. Strong people leader to provide coaching, development and performance management.

Job Responsibility

Provides direction, leadership, and support for the AMS Advisor Services Team, an inbound call group servicing branches and internal operations teams
Partners with cross site peers and managers to establishes performance goals for department
Acts as an information source for associates and ensures training and development occurs
Plans, assigns, monitors, reviews, evaluates and leads the work of associates
Oversees team morale and plans for appropriate team building activities and rewards and recognition
Handles performance management including career development and progressive discipline of direct reports
Interviews and hires associates who possess the core competencies of the position to strengthen the department and mitigate turnover
Works in cooperation with peers on establishing objectives and developing processes and procedures to ensure efficient and timely work flow with special regards to service delivery, compliance and risk factors for the firm
Establishes internal or external partnership opportunities, through analysis of business needs and relationships that may enhance success
Ensures appropriate documentation and departmental tools are created and/or maintained (job procedures, job aids, forms, training material, etc)
Facilitates the implementation and acceptance of organizational change
Takes decisive action when necessary and conveys a sense of urgency to deliver results
Interprets and applies organizational policies and procedures
Effectively collaborates with other supervisors in the same or different functional groups to accomplish assigned goals and process/policy changes
Adheres to annual budgets in line with organizational goals and objectives and makes adjustments when necessary
Effectively implements system changes and identifies and manages impacts to team and advisors

Requirements

Bachelor's degree in a related field or an equivalent combination of education and work experience
Three (3) or more years’ experience in financial services / operations including one (1) year as team lead or leadership experience in a financial or service organization
Investment concepts, practices and procedures used in the securities industry
Financial markets and products
Skilled in Interpreting and applying policies and procedures
Skilled in Establishing operational objectives
Skilled in Implementing processes and procedures for efficient and timely work flow
Skilled in Promoting effective coordination between work groups
Skilled in Preparing operational budgets
Ability to Learn the concepts, principles and practices of assigned functional area
Ability to Plan, assign, monitor, review, evaluate and supervise the work of others
Ability to Coach and mentor other
Ability to Identify training needs and develop subordinates
Ability to Balance conflicting resource and priority demands
Ability to Partner with other functional areas to accomplish objectives
Ability to Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed
Ability to Incorporate needs, wants and goals from different business unit perspectives into operational processes
Ability to Communicate effectively, both orally and in writing
Ability to Work independently as well as collaboratively within a team environment
Ability to Lead others in providing a high level of customer service
Ability to Establish and maintain effective working relationships at all levels of the organization

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Supervisor, Operations

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