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Vice President, Client Operations

Company: Edelman Financial Engines
Location: Phoenix
Posted on: January 26, 2023

Job Description:

Looking to make a career change in 2023? Apply now and we will add you to our priority candidate list. We know you have career choices. Thank you for your interest in Edelman Financial Engines!At Edelman Financial Engines, we believe everyone deserves to move their financial life forward.We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with compassion, integrity, and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.Founded on the idea that financial education is a fundamental right for everyone-not just the wealthy, Edelman Financial Engines continues to grow and challenge the status quo. We're moving forward, together. If our commitment inspires you, we invite you to consider joining our team!As theVice President, Client Operationsyou will drive operational efficiency of both our Wealth Planning and Workplace businesses through oversight of our of Data, Portfolio Reconciliation, Communications Delivery, and Quality Monitoring & Risk teams. You'll play a pivotal role developing and leading a team of operations professionals with a focus on service quality, accuracy, efficiency, and risk management, setting the standard for operational process excellence.If you are strategic, a problem solver, effective at influencing others to develop, implement and improve processes to deliver high quality and efficient operations, this may be an ideal match for you!Responsibilities:

  • Effectively lead teams that support Wealth Planning (retail) and Workplace (401(k)) business lines
  • Oversee the Portfolio Accounting and Data Integrity teams, ensuring reconciliations and accuracy across systems for data received from custodians and recordkeepers
  • Oversee Communications Delivery teams, with a focus on quality and strong partnerships with internal and external stakeholders
  • Oversee the Quality Monitoring & Risk team, positioning Client Operations as a source of process effectiveness and improvements
  • Ensure end to end operational delivery and provide detailed measures and reports as well as on-demand updates that are easily understood by a range of partners.
  • Lead, empower, and develop the functional team(s) on an ongoing basis, and provide direct feedback, counsel, and mentoring to drive practices and processes and overall company performance.
  • Promote and emulate an environment that reflects EFE vision and values which include dedication, inclusion and diversity, continuous improvement, and excellence in quality of work.Requirements:
    • Bachelor's or master's degree in business administration
    • 15+ years of confirmed experience, specifically leading Operations functions at a large scale, ideally coupled with strategic, business management and financial services experience
    • Demonstrated success leading and handling high functioning, multi-site operations teams; quickly establishing rapport with other leaders across the organization
    • Confident and collaborative leader; ability to influence outcomes and get the best from people, even where no direct line management responsibility exists
    • Ability to work in a fast-paced environment and handle several projects simultaneously.
    • Must possess outstanding planning and organizational skills with strong interest in detailAbout Edelman Financial EnginesSince 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, as recognized by Barron's,1 with 145+ offices2 across the country and entrusted by more than 1.3 million clients to manage $291 billion in assets.3 Our unique approach to serving clients combines our sophisticated methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.For more information, visit - 2021 Edelman Financial Engines, LLC. Edelman Financial Engines - is a registered trademark of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor. Results are not guaranteed.For California residents, please see the link for the. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully and reach out to Data Privacy Team (703) 234-2622 or with any questions.Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital, domestic partner, or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service, or veteran status.1 The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.2 Data as of Dec. 31, 2021.3 Data as of Dec. 31, 2021.

Keywords: Edelman Financial Engines, Phoenix , Vice President, Client Operations, Executive , Phoenix, Arizona

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