This role plays an important part in the organization's success by helping institutional investors manage risk, respond to challenges, and drive performance and profitability. The successful candidate will strive for cutting-edge solutions and help build resilience and execute day-to-day deliverables at the company's best.
Requirements
- Account for the day-to-day management of a functional team(s) and manage daily service delivery and production activities performed by staff
- Primary contact and key escalation point for operational issues, provide technical expertise to resolve daily problems
- Act as primary contact and escalation point for operational issues
- Manage and escalate issues related CoE's and other Shared Services
- Manage production activities of Shared Service Associate I, II and Senior Associate
- Coordinate the implementation of new funds, systems and processes.
- Assist with client conversions and other client projects
- Organize Shared Service internal meetings, as needed, and compiles related documentation, assisting with the coordination and development of the agenda and may attend meetings to record notes and action items
- Identify and implement consistent operational best practices
- Assist with compliance/fiduciary reviews and audits
- Train, develop and motivate new staff, complete performance appraisals
- Provide coaching and development opportunities to staff, participate in individual on-going training and development
- Provide technical expertise to resolve daily problems
- Serve on committees. Help define and implement new company initiatives
- Identify any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures
Benefits
- Retirement Plan
- 401k Matching
- Paid-Time Off
- Short Term Disability
- Family Care Responsibilities
- Employee Assistance Program
- Incentive Compensation
- Tax Advantaged Savings Plans
- Basic Life Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Long Term Disability
