Transactions Associate

Build an environment where people can do their best work and grow with confidence. Join a team that pairs operational excellence with inclusive leadership to improve role-fit, onboarding, and day-to-day support. You will strengthen service delivery, promote consistent practices, and help employees succeed through clear expectations and coaching. If you enjoy leading teams, solving problems, and improving how work gets done, this role offers meaningful impact.

As an Operations Supervisor in the Business Solutions Team, you will supervise daily operations and coach employees to deliver consistent, high-quality outcomes. You will coordinate work across multiple processes, monitor performance, maintain clear procedures and controls, and partner with stakeholders to resolve issues and improve service delivery. You will use accessible, adaptable communication practices that support different learning styles and work preferences.

• Supervise daily workflow and assign work to support service-level, quality, accuracy, and timeliness expectations
• Coach, develop, and support employees through clear expectations, regular feedback, and individualized development approaches
• Foster an inclusive team environment by adapting communication, training, and enablement practices to varied learning styles and work preferences
• Monitor operational metrics, identify trends or issues, and communicate performance updates to team leadership and business partners
• Maintain procedures, job aids, and other operational documentation so work is clear, accessible, and consistently performed
• Support a strong control environment by following established procedures, identifying risks, escalating concerns, and helping implement corrective actions
• Coordinate staffing, workload priorities, schedules, and capacity needs to support changing business demand
• Build effective relationships with business partners, job coaches, community partners, and other stakeholders supporting employee and operational outcomes
• Partner with managers and support resources to strengthen onboarding, training, sustained employment, and role transitions
• Identify and implement process improvements that simplify work, reduce rework, and improve the employee and stakeholder experience
• Contribute to team initiatives, business reviews, and leadership updates by organizing information and following through on decisions and action items

• 3 years of relevant experience in operations, people leadership, training, workforce development, social services, or a related field
• Experience supervising, coaching, or developing employees in a professional environment
• Working knowledge of operational fundamentals, including workflow management, quality, procedures, controls, and performance measures
• Ability to communicate clearly and respectfully in writing, in meetings, and in one-on-one settings
• Ability to organize competing priorities, solve problems, make sound decisions, and escalate concerns appropriately
• Demonstrated ability to collaborate across teams and build productive stakeholder relationships
• Proficiency in Microsoft Office applications, including Excel, PowerPoint, Word, Outlook, and Teams
• Commitment to inclusive leadership and the ability to support employees with varied communication, learning, and workplace needs

• Bachelor’s degree or equivalent experience
• Experience in financial services operations, shared services, or another regulated environment
• Experience supporting disability inclusion, neurodivergent talent, individuals with intellectual and developmental disabilities, or customized/supported employment models
• Experience with process improvement, capacity planning, performance reporting, or operational controls
• Experience partnering with job coaches, community organizations, vendors, or cross-functional support teams
• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.

We welcome candidates with a range of professional, educational, and lived experiences. If you meet most of the qualifications and believe your skills can contribute to the role, we encourage you to apply. Reasonable accommodations may be available throughout the recruiting process in accordance with firm policy and applicable requirements.

The final officer title and job grade are at the discretion of the firm and will be discussed at the time of offer. They may differ from what is listed on the requisition based on candidate experience.