Overview Serves as lead operational resource dedicated to the Private Client Group (PCG) business line. This role has a deep understanding of all operational aspects of PCG and supports the PCG ...
Overview Serves as lead operational resource dedicated to the Private Client Group (PCG) business line. This role has a deep understanding of all operational aspects of PCG and supports the PCG ...
Serves as lead operational resource dedicated to the Private Client Group (PCG) business line. This role has a deep understanding of all operational aspects of PCG and supports the PCG Operations ...
Serves as lead operational resource dedicated to the Private Client Group (PCG) business line. This role has a deep understanding of all operational aspects of PCG and supports the PCG Operations ...
OverviewServes as lead operational resource dedicated to the Private Client Group (PCG) business line. This role has a deep understanding of all operational aspects of PCG and supports the PCG ...
OverviewServes as lead operational resource dedicated to the Private Client Group (PCG) business line. This role has a deep understanding of all operational aspects of PCG and supports the PCG ...
Additionally, this position supports virtual group operations by assisting with attendance monitoring, engagement support, client communication, crisis escalation concerns, observed oral toxicology ...
Additionally, this position supports virtual group operations by assisting with attendance monitoring, engagement support, client communication, crisis escalation concerns, observed oral toxicology ...
Manages the Underwriting Operations department which supports the large group underwriting units that prepare new business prospect quotes and renewals for existing business. Ensures adequate systems ...
Manages the Underwriting Operations department which supports the large group underwriting units that prepare new business prospect quotes and renewals for existing business. Ensures adequate systems ...
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Group Operations information
What is the difference between Group Operations vs Operations Coordinator?
| Aspect | Group Operations | Operations Coordinator |
|---|---|---|
| Credentials | Typically requires experience in operations management, sometimes a degree in business or related field | Often requires administrative or business-related certifications, with a focus on coordination skills |
| Work Environment | Oversees multiple teams or departments within an organization, often in corporate or large enterprise settings | Works closely with teams to coordinate daily activities, usually in office or administrative settings |
| Employer & Industry Usage | Common in industries like retail, hospitality, and corporate services for managing large operations | Found across various industries for supporting operational activities and ensuring smooth workflow |
In summary, Group Operations roles focus on managing multiple teams or departments at a strategic level, requiring broader experience and oversight. Operations Coordinators handle day-to-day coordination tasks, emphasizing administrative skills and direct support within teams.
What are 5 careers in operations?
Why is Gen Z struggling to get jobs?
What are the key skills and qualifications needed to thrive as a Group Operations Manager, and why are they important?
How does a Group Operations role typically interact with other departments within an organization?
What jobs pay $500,000 a year in the US?
What are Group Operations?
What jobs pay 4000 a week without a degree?

Full-time
Posted 16 days ago
Western & Southern Financial Group rating
8.9
Based on 8 frontline employees who took The Breakroom Quiz
44th of 281 rated insurance
Job description
Serves as lead operational resource dedicated to the Private Client Group (PCG) business line. This role has a deep understanding of all operational aspects of PCG and supports the PCG Operations Lead on all operational and project efforts, including the evaluation and implementation of new technology, creating of new reporting and other efforts related to the client experience.
Responsibilities
What you will do:
- Maintains firm-wide strategy and effective utilization of all PCG technology, including Orion and the firm's CRM solution.
- Supports PCG Operations Lead in owing custodial relationships, understands the work flow within the custodial environment and how that complements Fort Washington's client experience and reporting.
- Partners with PCG Operations Lead and PCG team to enhance/build workflows and drive efficiencies, including all Operational Excellence efforts.
- Plays active role by owning significant portions of system implementations and ongoing evaluation of technology ecosystem.
- Assists with the ongoing development of PCG statements, including custodial offerings.
- Possesses understanding of all Fort Washington operational workflows within the PCG business line.
- Advocates for the client experience within Operations throughout all production processes and projects.
- Plays lead role in ensuring the daily, monthly and quarterly reconciliation data is accurate and complete.
- Owns all performance tasks, including the triage of issues caught by Orion and/or the Fort Washington reconciliation processes.
- Leads all internal and external reporting production, including quarterly statement generation, creation of executive summaries and any ad-hoc needs.
- Manages quarterly fee billing processes.
- Compiles monthly and quarterly assets under management (AUM) reporting.
- Coordinates all PCG audits and plays a lead role in obtaining necessary information. Audits could include the Surprise Audit, Form CRS, SEC examinations and/or others.
- Performs other duties as assigned.
- Complies with all policies and standards.
Qualifications
- Bachelor's Degree In finance or business administration. - Required
- Demonstrated experience in Operational Excellence or Process Improvement initiatives. - Required
- Proven experience handling confidential information and correspondence. - Required
- Must have experience working with Portfolio Management, CRM and other related systems. - Required
- Proven knowledge of private/wealth management clients and processes. -
- Demonstrated ability to present information to multiple levels within an organization. -
- Demonstrated ability to organize and prioritize tasks independently. -
- Proven excellent analytical ability and numerical skills. -
- Demonstrated ability to independently solve problems. -
- Proven excellent oral and written communication skills. -
- Demonstrated ability to think both tactically and strategically. -
- Demonstrated understanding of performance measurement and the Global Investment Performance Standards (GIPS) preferred. -
- Demonstrated strong attention to detail. -
- Advanced knowledge of Microsoft Office. -
- Demonstrated technical aptitude with the ability to quickly learn and understand new technology. -
- Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
- Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
- Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
- Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
- Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
- Performs substantial movement of wrists, hands, and fingers for continuous computer work.
- Extended hours required during peak workloads or special projects/events.
- None
What Western & Southern Financial Group employees say
Pay
Benefits
Hours and flexibility
Workplace
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About Western & Southern Financial Group
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Cincinnati, OH, US
Year founded
1888