Job Description
Note:
The job is a remote job and is open to candidates in USA. Confidential company is seeking a
Senior Vice President for Retirement Plan Operations to oversee global teams delivering operational excellence and leading transformation efforts. The role focuses on strategic direction, operational performance, and collaboration with senior leaders to enhance service delivery and team effectiveness. Responsibilities • Build strong, collaborative relationships across internal stakeholders—both domestic and international—to ensure alignment on capacity planning, budgeting, service performance, and operating model design • Lead and guide onshore/offshore work transitions, anticipating shifting business needs and ensuring teams remain balanced, efficient, and capable of meeting performance expectations • Advance a holistic operational management approach that emphasizes consistent execution, streamlined processes, and continuous improvement in daily operations • Sponsor and oversee major strategic initiatives, including project delegation, business case development, and prioritization of operational enhancements • Strengthen risk management practices by ensuring leaders understand and uphold control requirements, and by promoting proactive risk mitigation • Partner with leadership to define, implement, and monitor KPIs, ensuring clarity of expectations and accountability across teams • Identify and resolve operational issues that impact clients, reduce risk exposure, and reinforce control disciplines • Direct leaders in conducting effective capacity planning, resource forecasting, and bolthires analysis to support organizational needs and long-term service strategy • Provide direction and oversight for a large global organization across a diverse set of operational teams • Communicate a clear vision for the service organization, aligning leaders and teams to shared goals and performance expectations • Develop talent strategies that strengthen bench strength, optimize team performance, and support ongoing execution of operational and strategic initiatives • Promote professional growth among leaders and ensure development opportunities extend throughout the broader team Skills • Bachelor's degree required; 15+ years of experience within the financial services industry • At least 10 years leading operational, service-oriented teams—including leadership of leaders—through significant transformation and growth • Proven track record in overseeing large-scale initiatives, with demonstrated ownership of business requirements and solution delivery • Expertise in: Designing efficient operational structures and processes • Service and organizational frameworks, financial and operational management • Budgeting, financial reporting, and pro-forma development • IT infrastructure fundamentals • Large-scale capacity planning and budget oversight • Strong history of collaboration with internal stakeholders and external partners to improve functionality, efficiency, and revenue outcomes • Familiarity with financial and retirement plan systems (401(k), 529, etc.) and related operational processes • Ability to evaluate solution trade-offs and determine optimal paths forward • Exceptional communication, negotiation, and presentation skills • Experience with Lean/Six Sigma methodologies beneficial but not required Company Overview • This page is owned and operated by JAF HOLDINGS INC.
All rights reserved 2025. jafholdingsinc.com It was founded in undefined, and is headquartered in Silicon Valley, California US, US, with a workforce of 51-200 employees. Its website is. Apply tot his job