Full-Time

Operational Excellence Lead

Deadline 8/3/27
Western & Southern Financial Group

Western & Southern Financial Group

1,001-5,000 employees

Provides personalized financial solutions and guidance

No salary listed

Cincinnati, OH, USA

In Person

Bachelor's

Category
Business & Strategy (1)
Required Skills
Microsoft Office
Six Sigma
Data Analysis

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Requirements
  • A Bachelor's Degree.
  • Typically five to seven years of business experience in the service industry.
  • Typically two to three years of experience utilizing continuous improvement tools, such as Lean and 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, with the ability to adjust communication content and style to meet the needs of diverse stakeholders.
  • Demonstrated strong critical thinking skills with the ability to conceptualize, analyze, synthesize, and evaluate data and information to draw accurate conclusions and make sound decisions.
  • Proven organizational courage to hold peers and others accountable for results.
  • Demonstrated strong customer focus and work ethic.
  • Demonstrated leadership skills, including providing direction, influencing, and guiding team members to a recommended course of action.
  • Demonstrated history of executing with urgency, proficiency, and passion.
  • Working knowledge of Microsoft Office products.
  • Ability to verbally communicate and exchange accurate information with customers and associates on a regular basis.
  • Visual acuity to read and interpret correspondence, procedures, reports, forms, paper and electronic documents, small defects, small parts, machinery operation, and measurement devices.
  • Ability to prepare written correspondence, reports, and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style.
  • Ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions.
  • Ability to perform substantial movement of wrists, hands, and fingers for continuous computer work.
  • Ability to work extended hours during peak workloads or special projects and events.
Responsibilities
  • Facilitate the development and application of operational excellence tools, processes, and systems to grow associate competency, including providing operational excellence training and leading improvement events such as Kaizen.
  • Build and maintain trust and credibility with associates at all levels by exhibiting and coaching W&S Principles and operational excellence practices.
  • Coach leaders, managers, and associates on the importance and use of operational excellence systems, processes, and tools to develop a culture of operational excellence.
  • Guide operational excellence maturity in the business through hands-on development and sustainment of tools, processes, and systems.
  • Identify and leverage best practices within the business and enterprise to support ongoing operational excellence development, and document lessons learned for incorporation into the local business as appropriate.
  • Manage operational excellence improvement tools, including the Assessment Gap Plan and Continuous Improvement Roadmap, to drive business performance.
  • Perform reporting and development activities as required by the PROSPER team.
  • Perform other assigned duties.
  • Comply with all policies and standards.
Western & Southern Financial Group

Western & Southern Financial Group

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Western & Southern Financial Group helps individuals and middle-market clients manage financial needs through personalized, face-to-face guidance. Western & Southern Life sales representatives assess goals and tailor solutions like life insurance within an agency-based system supported by mentors and managers. The firm translates complex financial concepts into practical plans focused on protection, savings, and retirement, backed by a long heritage dating to 1888. Its goal is to provide clear, stable guidance and ongoing support through a relationship-driven, professional team.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Cincinnati, Ohio

Founded

1888

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Simplify Jobs

Simplify's Take

What believers are saying

  • April 27, 2026 Till acquisition expands direct-to-consumer family banking immediately.
  • March 31, 2026 assets reached $132.3 billion, supporting acquisition capacity.
  • Fidelity’s IncomePoint distribution keeps Western & Southern inside employer retirement plans.

What critics are saying

  • The 2025 overtime class action targets Western-Southern and Eagle Realty’s payroll practices.
  • Armstrong v. Western & Southern shows repeated employee-benefit litigation pressure in 2026.
  • Till integration failure wastes capital and distracts management from core insurance profitability.

What makes Western & Southern Financial Group unique

  • 1888 Cincinnati mutual heritage and seven life subsidiaries anchor trust.
  • $132.3 billion in assets and managed assets signal scale and staying power.
  • Till Financial adds digital family banking to Western & Southern’s family-focused portfolio.

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Benefits

Flexible Work Hours

Performance Bonus

Company News

The Business Journals
May 1st, 2026
Western & Southern acquires fintech firm in first deal since 2022

Western & Southern has completed its first acquisition since 2022, purchasing a fintech firm to expand Gerber Life Insurance's family-focused offerings. The deal marks the company's return to acquisition activity after a two-year pause. Western & Southern indicated it has sufficient capital to pursue additional acquisitions when suitable opportunities emerge. The transaction strengthens the insurer's position in the family insurance market through enhanced technology capabilities.

Benzinga
Apr 27th, 2026
Western & Southern Financial Group acquires Till Financial to expand into digital family banking

Western & Southern Financial Group has acquired Till Financial, a fintech platform focused on digital family banking, marking a significant expansion into consumer financial services. The acquisition adds to Western & Southern's portfolio of family-focused brands, including Gerber Life Insurance and Fabric Technologies. Founded in 2018, Till provides a family banking platform featuring a mobile app and debit card with parental controls, automated allowances, shared savings goals and fraud protection. The platform helps families teach children financial literacy through hands-on money management. The deal advances Western & Southern's direct-to-consumer strategy and diversifies its offerings beyond traditional insurance products. Western & Southern, founded in 1888, serves 6.3 million customers and manages $132.3 billion in assets as of March 2026. Financial terms were not disclosed.

PR Newswire
Apr 27th, 2026
Western & Southern Financial Group Acquires Till Financial, Expanding into Digital Family Banking Services and Investing in the Next Generation

/PRNewswire/ -- Western & Southern Financial Group, a leading financial services company serving more than six million customers with insurance, retirement and...

FinSMEs
Jul 16th, 2025
Retirable Raises $10M in Series A Funding

Retirable, a NYC-based holistic retirement platform provider, raised $10m in Series A funding

The Cincinnati Enquirer
Aug 9th, 2024
Cincinnati-based company listed among the best for high school grads to start careers

Cincinnati-based Western & Southern was No. 48 of the top 50 companies listed on the report.