Director, College Savings – CS Management

• Lead and build a centralized support organization for Government Savings Operations (529/ABLE/SFRP)
• Own operational support functions including reporting and analytics, forecasting and planning, SLA governance, quality monitoring, event coordination, and problem resolution
• Establish a scalable operating model by consolidating existing capabilities and developing new capabilities
• Oversee approximately 20 direct and indirect reports, including two managers, associates, analysts, and global dotted-line resources
• Own and transform operational reporting through automation, optimization, AI-enabled tools, Power BI, and internal reporting systems
• Deliver timely insights across productivity, quality, budget, SLA performance, and operational effectiveness KPIs
• Develop scalable reporting infrastructure and enable near real-time operational visibility
• Expand problem resolution to include root cause analysis and systemic improvement
• Provide analysis and recommendations to senior leadership, identifying risks, inefficiencies, and automation opportunities
• Partner with operations, finance, technology, and business teams on forecasting, capacity planning, budgets, data quality, reporting, and system functionality
• Oversee SLA reporting and performance against contractual and internal commitments
• Establish performance reporting, feedback loops, and quality-monitoring routines
• Identify and eliminate manual data-entry processes through automated solutions and controls
• Lead Problem Resolution and Operational Support teams, providing leadership, coaching, and development
• Coordinate operational calendars for corporate actions, conversions, fund events, and related activities
• Lead and oversee User Acceptance Testing activities for operational and system changes
• Ensure confidential data is protected and handled according to organizational policies
• Reinforce organizational values, including I-Client Service philosophy and People Matter, Quality First, and Integrity Always

Requirements

• Bachelor’s degree with 10+ years of professional experience
• 7+ years of leadership experience in operations, analytics, or financial services
• Experience building or transforming teams and functions, including combining existing processes and developing new capabilities
• Strong background in reporting, analytics, and data-driven decision-making, with experience developing end-to-end reporting solutions
• Experience with reporting and visualization tools such as Power BI
• Experience with data transformation, automation, and AI-enabled analytics strongly preferred
• Demonstrated ability to identify and implement process improvements and automation opportunities, including reduction of manual data entry and reporting activities
• Experience supporting forecasting, capacity planning, and budget processes in an operations environment
• Proven ability to measure and analyze KPIs such as productivity, quality, SLA performance, and financial metrics
• Experience leading or supporting SLA governance and operational performance reporting
• Strong analytical, problem-solving, and critical thinking skills with attention to detail
• Experience managing or expanding problem resolution or escalation functions, including root cause analysis
• Ability to operate effectively in a fast-paced, evolving environment with multiple priorities
• Excellent leadership, communication, and stakeholder management skills
• Experience working in matrixed or global environments with dotted-line relationships preferred
• Knowledge of 529 and/or ABLE savings plans preferred but not required
• Willingness to travel as needed for business and development

Core Competencies

Demonstrates expertise in operational support functions, including reporting, analytics, and process automation, while leading diverse teams to achieve performance excellence. Proficient in developing scalable reporting infrastructures and driving data-driven decision-making in a fast-paced environment.

Highest-signal resume keywords

• Operational Support Leadership
• Reporting and Analytics Expertise
• Process Improvement and Automation
• SLA Governance and Performance Reporting
• Team Building and Development

Hard Skills

• Data Transformation
• End-to-End Reporting Solutions
• Root Cause Analysis
• KPI Measurement and Analysis
• Forecasting and Capacity Planning

Soft Skills

• Analytical Problem-Solving
• Critical Thinking
• Stakeholder Management
• Communication
• Leadership

Industry Keywords

• Government Savings Operations
• 529 Plans
• ABLE Plans
• Financial Services
• Operational Effectiveness

Tools & Technologies

• Power BI
• AI-Enabled Analytics
• Automated Reporting Systems