Senior Manager Client Services Operations

Empower

Flexible/hybrid
5+ years financial services operations experience
Knowledge of investment products and retirement accounts
Experience with acat and non-acat transfer processes
Empower is seeking a Senior Manager for Client Services Operations to lead a team providing high-quality service for complex operational requests in the financial services sector. The role emphasizes service excellence, compliance, and risk management while fostering a collaborative and high-performance team culture

Job Summary

  • The role involves leading a team responsible for delivering white-glove service on complex and time-sensitive operational requests for Empower's Personal Strategy clients.
  • Candidates must ensure adherence to SLAs, regulatory requirements, and quality standards while driving continuous improvement across all specialty workflows.
  • Empower offers a flexible work environment that celebrates internal mobility, purpose, well-being, and work-life balance.

Matching Summary

Match Score: 85

Empower is seeking a Senior Manager for Client Services Operations to lead a team providing high-quality service for complex operational requests in the financial services sector. The role emphasizes service excellence, compliance, and risk management while fostering a collaborative and high-performance team culture.

Skills & Requirements

Must-have

  • 5+ years financial services operations experience
  • Knowledge of investment products and retirement accounts
  • Experience with ACAT and non-ACAT transfer processes
  • Ability to lead teams in high-complexity environments
  • Strong data-driven mindset for metrics improvement

Nice-to-have

  • Bachelor's degree preferred
  • Prior people leadership experience
  • Ability to lead through ambiguity
  • Commitment to diversity and inclusion culture
  • Experience fostering client-first culture

Key Requirements

  • Bachelor's degree or 4 additional years of experience
  • FINRA Fingerprinting required
  • 5+ years of financial services operations experience
  • Prior people leadership experience preferred

Work Rights

Not specified

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