What are the responsibilities and job description for the Operations Manager position at Lincoln Investment?

Lincoln Investment, recognized as one of Philadelphia's Top Workplaces for over ten years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 350,000 clients representing over $36 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success." Lincoln Investment offers competitive compensation and a benefits package. Our Home Office is conveniently located in Fort Washington, PA, just outside of Philadelphia.

Seeking individuals from the Philadelphia, PA area to work hybrid

Basic Function : The Provider Management Manager will play a pivotal role in supervising the day-to-day responsibilities of their team. Lead a hybrid team of operations associates responsible for the dissemination of information as it relates to product providers. Act as liaison between Lincoln and our product providers.

What are we looking for? We want collaborators who can deliver a best-in-class advisor experience. Must be team oriented and client-focused while executing deliverables in a way that inspires creativity and continuous improvement.

Responsibilities : Management :

Manage, monitor, and track output to ensure service levels are met. Compile statistical information through scorecards to measure staff performance.

Work with team members to plan, establish, implement, monitor, and continually improve team practices and procedures, customer service practices, standards, and team quality control.

Collaborate with internal partners and teams in support of the advisor / client relationship to resolve complex issues.

Audit current tasks within the department to ensure they have a procedure associated with the process and are being followed correctly and accurately.

Serve as the point of contact for escalated issues from staff and internal partners.

Ensure work is appropriately prioritized in partnership with Priority Advisor requests.

Function as the subject matter expert on projects impacting Provider Management.

Leadership :

Develop individual and team training plans which will include coordinating and conducting on the job training for new team members and cross-training.

Hires, evaluates, trains, and supervises staff. Conduct employee counseling sessions and disciplinary sessions; participate and recommend action regarding all other team-staffing issues.

Write performance appraisals, conduct score card reviews and performance evaluations, and establish and monitor individual and team goals in conjunction with Lincoln's strategic and business plans.

Knowledge / Experience :

Minimum of 5 years of experience in the Financial Services / Investment Operations industry.

Experience with a transfer agent, broker / dealer, mutual fund, or insurance company.

Experience with reconciliation of financial and non-financial data across multiple systems.

Strong knowledge of AS400 system.

Skills :

Excellent verbal and written communication

Detail oriented and accurate

Exceptional organization and time management skills

Customer service orientation

Ability to work independently and in a team environment

Strong analytical and problem-solving skills

A strong fundamental understanding of Securities Operations

Ability to solve practical problems and adjust to multiple variables with limited guidance

Education / Training : Bachelor's degree in a related field or the equivalent combination of education and / or experience.

Physical and Other Requirements : May sit at workstation for extended periods of time. May view computer screens for extended periods of time. Periods of fast pace are normal particularly when working to meet deadlines.

Lincoln Investment is an equal opportunity employer. Lincoln Investment prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Lincoln Investment conforms to the spirit as well as to the letter of all applicable laws and regulations

Please e-mail jobs@lincolninvestment.com to submit your resume.

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