Operational Excellence Lead


Job Details

Welcome to Western & Southern Financial Group Our focus on creating value for our customers through everything we do is foundational to who we are. We provide meaningful and challenging work for our associates, a key facet of our incredible culture that helps make Western & Southern a career destination.


More than 135 years of operating history;

  • Born as a modest, door-to-door life insurance business and built to last forever
  • Ranked 314 on Fortune 500
  • Award winning Talent Development Team
  • Top 10 for Top Spouse Employer and Military Friendly Employer in 2023
  • We consider Cincinnati the best place to live, work and celebrate life that is why we are committed to doing good for our community


Our Culture

We are building our company to thrive and provide value to our customers, business partners and associates over the long term. To accomplish this, we look for professionals who embody our culture of integrity, top-notch performance, collaboration and teamwork. We are committed to hiring and developing associates who are driven to excel, have a strong work ethic and use astute, fact-based and ethical judgment in decision-making.


A Day in the Life

The Operational Excellence Lead is a pivotal team member who oversees, leads, and manages the implementation and continued maturity of the W&S Operational Excellence (OpEx) system, which identifies and maximizes value for customers while engaging associates in regular and sustainable process improvement. This position is responsible for working with business Leaders, Managers and Associates to drive the development and execution of standard operating practices supporting the business's financial and operational goals. Skill sets served include but are not limited to someone who can learn and deploy a consistent, systematic methodology for achieving process excellence that drives performance acceleration leading to stakeholder value creation.


Duties and Responsibilities

  • the development and application of OpEx tools, processes and systems to grow the competency of business associates within the Legal and Compliance departments. This includes providing OpEx training and leading improvement events (Kaizen).
  • Leaders, Managers, and Associates on the importance (Why) and use (How) of OpEx systems, processes, and tools to develop a culture of operational excellence.
  • OpEx maturity in the business with a hands-on approach to development and sustainment of tools, processes and systems.
  • OpEx Improvement tools, including Assessment Gap Plan and CI Roadmap, to drive business performance.
  • reporting and development activities as required by the PROSPER team.


Desired Competencies and Skills:

  • Five to seven years of business experience in the financial service industry or analogous field.
  • Two to three years of experience utilizing continuous improvement tools (Lean, Six Sigma) to improve process efficiency and deliver customer value.
  • Demonstrated influence with leaders and associates, including gaining the confidence and trust of others, sharing ideas in a compelling manner that gains commitment from others, and finding common ground and acceptable alternatives that satisfy the needs of multiple stakeholders.
  • Proven outstanding communication skills, including listening, presenting, speaking and writing, adjusting communication content and style to meet the needs of diverse stakeholders.
  • Bachelor's Degree (Required)


To view the full job description please visit


If you don t meet the hiring criteria for this role, we still encourage you to apply as you may be able to be considered for similar roles.

Premier Benefits to Support YOU

  • Comprehensive benefits including medical, dental, vision, prescription, pet insurance, life insurance, disability, Fertility, maternity/caregiver & parental leave, and more!
  • Retirement solution with our 401(k) savings AND pension plan!
  • Paid time off that increases with tenure.
  • Reimbursement
  • Subsidized affordable parking
  • On-Site Cafeteria and fitness center (including sports leagues)
  • On-Site Registered Nurse
  • Career Coaching/Mentoring
  • Individualized development plans and career pathing


Learn more about who we are visit; www.westernsouthern.com/careers/home-office-careers.

Western & Southern Financial Group is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.





 Western & Southern Financial Group

 05/29/2024

 Cincinnati,OH