• Provide operational leadership for a team of up to 10–12 direct reports (Operations Support Coordinators, Senior Operations Support Coordinators, and/or Operations Supervisors) • Partner with leadership to establish, monitor, and achieve key performance indicators (KPIs) • Oversee day-to-day operational execution, including reporting and issue resolution • Collaborate with Operations Supervisors and the Director to identify and implement workflow improvements • Lead and manage special projects and strategic initiatives from planning through execution

• Efficiently review and process various client requests, including account enrollments, distributions, transfers, and complex transactions such as estate settlements • Demonstrate expertise in Self-Directed Brokerage plan conversions and maintenance, managing setup, transactions, and research tasks with precision • Update and maintain client accounts across multiple platforms to ensure accurate and up-to-date information • Thoroughly review required legal documentation for completeness before initiating processing • Collaborate with clearing firm representatives, brokers/traders, colleagues, and other stakeholders, ensuring clear and effective communication to clarify information and address inquiries

• Partner with the Repair Value Stream (RVS) and Materials Management networks to execute action plans • Collaborate on Steam Turbine and Generator Repairs & Upgrade products for customer value • Execute the strategy to participate in Major and Minor outages • Contribute to the global repair & upgrades forecasting models • Recommend measures to continuously improve forecast models • Support emergent customer issues by directing resources • Collaborate with One Field Service and Parts fulfillment centers to identify capabilities gaps • Create business cases and executive summaries for senior leaders • Provide Kaizen leadership and implement Lean tools and strategies

• Coordinate onboarding and orientation for physicians and providers, including setup and training on telehealth platforms, audiovisual (AV) systems, EMR, and communication tools • Serve as a liaison between clinical teams, IT, and operations to ensure seamless system access and functionality • Support physician scheduling processes and assist with staffing models and forecasting to meet service demand • Monitor provider utilization and contribute to workforce planning efforts • Ensure compliance with organizational standards, documentation requirements, and system usage protocols • Maintain and evaluate demand and supply models to forecast trends and optimize planning strategies.