Top 41 Finance operations occupations Jobs in Kentucky

Director, Defined Benefit Operations
Fidelity Investments —Covington, KY
- Full-time
- Office
- 8 years
- Analysis skills
Operations Support Associate
Carson Group —Covington, KY
- $52,500 - $60,000 a year
- Microsoft Excel
- Microsoft Outlook
- Research
- Health savings account
- AD&D insurance
Quick Apply
10d
Manager/ Senior Manager, Defined Benefit Operations
Fidelity Investments —Covington, KY
- Full-time
- Bachelor of Science
- Office
- Analysis skills
Deposit Operations Specialist
HERITAGE BANK INC —Burlington, KY
- Full-time
- Management
- Word processing
- Mid-level
- Paid holidays
- Dental insurance
Quick Apply
Central Investment Center - Registered Operations Specialist
Central Bank & Trust —Lexington, KY
- $72,109.25 - $90,136.56 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Wellness program
- AD&D insurance
Quick Apply
Plan Sponsor Operations Reconciliation Representative III
Fidelity Investments —Covington, KY
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- 401(k)
12d
2027 Undergraduate Full-Time - FidYOU Program
Fidelity Investments —Covington, KY
- $44,000 - $80,000 a year
- Full-time
- Office
- Analysis skills
- Bachelor's degree
- Paid holidays
- Loan repayment program
3d
Compliance Specialist
Park Community Credit Union —Louisville, KY
- $26.38 - $27.20 an hour
- Customer service
- Writing skills
- Mid-level
Quick Apply
Fair & Responsible Banking and Compliance Risk Digital Consultant
U.S. Bank National Association —Owensboro, KY
- $105,400 - $124,000 a year
- Full-time
- 6 years
- Word processing
- Office
- Paid holidays
- Disability insurance
ATM/Debit Card Operations Clerk I
COMMUNITY TRUST BANK INC —Pikeville, KY
- On call
- Research
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
11d
Treasury Operations Analyst
Stock Yards Bank & Trust —Louisville, KY
- Full-time
- Microsoft Excel
- Bachelor of Science
- Research
- Health savings account
- AD&D insurance
Quick Apply
Service Associate
Morgan Stanley —Louisville, KY
- Writing skills
- Mid-level
- Office
Brokerage Operations Representative
Fidelity TalentSource —Covington, KY
- Email
- Office
- Analysis skills
- Bachelor's degree
2d
Detect & Investig Analyst Lead
PNC Financial Services Group —Louisville, KY
- Full-time
- Customer service
- Research
- Mid-level
- Wellness program
- Health savings account
Payment Operations Specialist
Class Act Federal Credit Union —Louisville, KY
- $19 - $24 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Mid-level
- Disability insurance
Quick Apply
5d
Pension Analyst - Defined Benefit Core Markets
Fidelity Investments —Covington, KY
- Full-time
- 5 years
- Office
- Analysis skills
12d
401k Distribution Specialist - Recordkeeping
ADP —Louisville, KY
- $18.56 - $34.66 an hour
- Full-time
- Research
- SQL
- Analysis skills
- Wellness program
- Disability insurance
5d
Regulatory Reporting Associate
TP ICAP —Kentucky
- Full-time
- Hybrid work
- Mid-level
- Office
- Analysis skills
4d
Risk Systems Analyst
German American Bank —Owensboro, KY
- System design
- Mid-level
- Office
- Paid parental leave
- Employee stock purchase plan
Transaction Processor - Account Recordkeeping
Computershare —Louisville, KY
- Overtime
- Office
- High school diploma or GED
- Data entry
- Paid parental leave
- Disability insurance

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Director, Defined Benefit Operations

Fidelity Investments -
Covington, KY

Apply Now

Job Details

Full-time

Benefits

Pension plan

Qualifications

Benefits administration
Customer communication
Managing clients in a customer support role
Team development
Bachelor's degree
Leading team collaboration initiatives
Business operations
Project leadership
Senior leadership

Full Job Description

Job Description:

Note: Fidelity is not providing immigration sponsorship for this position.

The Role

As a Director within the Defined Benefit Operations, you blend deep Defined Benefit domain expertise with a passion for collaboration and innovation. As a strategic leader, you will work closely with Relationship Management, Client Services, Direct Client contacts, Analysts, and Participant services. You will contribute to strategic direction and evaluate its impact on pension plan administration. The Director has overall accountability for ensuring the delivery of quality client and operational services, resulting in fully satisfied and referenceable clients. You have responsibility for Customer Research and Resolution and Transaction Processing to ensure world class service is delivered to internal parties, clients, and participants, while promoting efficient processes and managing costs and risk.

In this role, you will:

Provide oversite of team to ensure we are meeting our customer service levels and other expectations.
Participate in planning activities and other relevant meetings to represent DB while understanding projects going on in other business units
Ensure that the goals, values, and philosophy of Fidelity are communicated and understood within the team
Mentor and develop team members to achieve personal career and developmental goals within the position; Monitor goal and performance measurements and plan or take corrective action where necessary
Support the strategic goals of Senior Management
Promote process efficiencies and improvements and achieve cost reduction and customer satisfaction targets
Exercise good business sense and apply legal/compliance considerations in handling risk by mitigating or eliminate potential operational defects and procedural gaps
Plan for future growth, day-to day management, and contingencies to maintain quality service delivery
Continuously perform capacity planning, resource allocation, budgeting, and succession planning
Promote a partnership atmosphere, cultivate teamwork, and communicate across Defined Benefit business partners to ensure that cohesive business goals are collectively pursued
Communicate and reinforce the value of cross-functional relationships that will improve team effectiveness
Anticipate and lead needed organizational and operational changes, using feedback, data, and sound business judgment

The Expertise and Skills You Bring

Bachelor’s Degree required; MBA desired
8-10 years of experience in benefits outsourcing plan administration, preferably with large Fortune 1000 clients
Management experience required
Leadership and problem- solving skills facilitating an environment of continuous improvement
Working experience of data analytics, visualization tools, PowerPoint, Microsoft Applications

Ability to navigate across the Fidelity organizations and at various levels within the organization
Ability to work directly with clients when needed
Demonstrated process oversite expertise
Strong organization skills
Demonstrated abilities in leading, motivating, and cultivating high performing teams in a dynamic and changing environment
Analytical skills to perform high-level cost, risk, and benefit analysis without compromising quality customer service
Good communication, both verbal and written; ability to implement education and training across broad operational function
Project management skills- lead, manage and participate in department and strategic business level projects
Forward looking, analytical, continuous improvement mentality
Consistently demonstrates the ability to establish and maintain a high level of client satisfaction through consistent service delivery

The Team

This role will reside within Workplace Investing Defined Benefit Operations team. You will be responsible for handling the day to day oversight of recruiting, providing leadership, mentoring, and communicating strategic direction to the transactional operations teams for designated clients. You will support the goals of the organization, working with Estimation and Capacity, Client Services, Relationship Management, Systems, Participant Services and other lines of business. You will serve as the primary internal point of contact for the client and work to solve and solution problems and be empowered to make decisions based on trends, issues, and business drivers.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Transaction Processing

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Apply Now

Refine Your Search

finance operations occupations jobs in kentucky

Director, Defined Benefit Operations

Operations Support Associate

Manager/ Senior Manager, Defined Benefit Operations

Deposit Operations Specialist

Central Investment Center - Registered Operations Specialist

Plan Sponsor Operations Reconciliation Representative III

2027 Undergraduate Full-Time - FidYOU Program

Compliance Specialist

Fair & Responsible Banking and Compliance Risk Digital Consultant

ATM/Debit Card Operations Clerk I

Treasury Operations Analyst

Service Associate

Brokerage Operations Representative

Detect & Investig Analyst Lead

Payment Operations Specialist

Pension Analyst - Defined Benefit Core Markets

401k Distribution Specialist - Recordkeeping

Regulatory Reporting Associate

Risk Systems Analyst

Transaction Processor - Account Recordkeeping

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