Head of Money In Operations
Company: Ascensus
Location: Boston
Posted on: April 4, 2025
Job Description:
We are seeking a strategic and results-driven leader to oversee
our Money-In operations. This leader will lead several
geographically dispersed teams responsible for ensuring the
accurate, timely and efficient processing of all money-in
transactions, including contributions and rollovers, while driving
operational excellence and transformation initiatives.We are
recruiting for 1 position that can be remote or hybrid in our
Dresher, PA, Baxter, MN, or Newton, MA locations.Job
Duties/Responsibilities:
- Strategic Leadership: Develop and execute a vision for the
Money-In Operations team that aligns with the broader Ascensus
operational and transformational goals.
- Operational Execution: Ensure the accurate and timely
processing of all money-in transactions, adhering to compliance and
regulatory requirements.
- Process Optimization: Identify opportunities for automation,
offshoring and process improvements to enhance efficiency, reduce
costs and improve service levels.
- Global Workforce Management: Effectively lead and develop a
geographically dispersed team, balancing resources across locations
to maximize productivity and quality.
- Risk & Compliance Oversight: Ensure adherence to industry
regulations, internal controls and audit requirements while
mitigating operational risks.
- Stakeholder Collaboration: Partner with key stakeholders,
including Product, IT and Client Services, to improve processes,
enhance client experience and drive business growth.
- Data-Driven Decision Making: Leverage KPI's, metrics and
analytics to monitor performance, drive accountability, and inform
strategic initiatives.
- Change Management: Lead transformation initiatives, including
system migrations, automation efforts, and operational model
shifts, ensuring smooth transitions and adoption.
- Talent Development: Foster a high-performing team culture,
providing coaching, mentorship, and career development
opportunities for employees at all levels. Maintain and establish
the environment enabling Operations teams to live by the Core
Values of People Matter, Quality First and Integrity Always.
- Responsible for protecting, securing, and proper handling of
all confidential data held by Ascensus to ensure against
unauthorized access, improper transmission, and/or unapproved
disclosure of information that could result in harm to Ascensus or
our clients.
- Our I-Client service philosophy and our Core Values of People
Matter, Quality First and Integrity Always should be visible in
your actions on a day-to-day basis showing your support of our
organizational culture.Additional Requirements:
- Bachelor's degree in business administration, Management,
Finance or equivalent work experience.
- 10 years of industry experience and at least 8 years of
operations leadership experience, preferably in retirement services
or a similar industry.
- Demonstrated success in process optimization, automation, and
managing offshore partnerships.
- Deep understanding of risk, compliance and regulatory
requirements related to financial transactions.
- Excellent leadership, communication and stakeholder management
skills.
- Ability to lead through organizational change and
transformation.
- Proficient in leveraging data to drive operational
improvements.We are proud to be an Equal Opportunity Employer.
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Keywords: Ascensus, Boston , Head of Money In Operations, Other , Boston, Massachusetts
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