Jacksonville, Florida

Job Description:

Enterprise Overview:
This is the first level operations managerial position. Performs all managerial functions, leads project work, and continually utilizes independent judgment. Provides day-to-day direction for a small unit or work team in a GWIM operations function in a specific product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts, client valuations, document processing or statement/billing processing. Focuses on the day-to-day resolution of operations problems and execution of transactions which may require reviewing and authorizing G/L entries and payments, approving exception processing, etc. Responsibilities may also include controlling workflow, performing routine management functions such as interviewing, training, performance planning, and coaching. The role may also entail evaluation of regulatory and/or financial risks. This associate may review operational procedures and implement changes ensuring enforcement and adherence. Provides technical guidance to associates to resolve operational problems and may handle exceptional or sensitive transactions. Requires operations knowledge with work experience in the specific functional area or product line managed. Less than 50% of time is spent doing actual production work. Typically 3-5 years of Operations experience with 1-2 years of supervisory experience. Must have 2 or more direct reports.

LOB Description:
The Funds Pricing Operations Team Manager is responsible for managing the receipt and entry of prices for all proprietary and non-proprietary domestic and international mutual funds, alternative investments, unit investment trusts and money markets for the purpose of trade extension, trailing commissions, sharelot tracking, sub-accounting and price distribution. This position is a supervisor role and works closely with the team's VP in managing day to day operations, staffing, strategic initiatives and ensuring all PRC metrics are met. The incumbent will act as relationship manager to various internal and external partners including fund companies and their transfer agencies to coordinate price and rate distributions in addition to other operational processes. The incumbent should have a strong knowledge base of related departments within Wealth Management Operations. The Operations Team Manager is also responsible for the development of the team members, providing individual feedback on a continuous basis to expand the personal and professional experiences of the team. This includes documenting and administering performance reviews, conducting one on ones with employees, team meetings, cross-training and involvement in team initiatives. The incumbent will be expected to provide meaningful input regarding the development of new business systems, participating in the testing of system enhancements and monitoring implementations to ensure there is no significant client/business impact.

Required Skills:
  • Proficient PC skills, including Microsoft Office applications
  • Strong written and verbal communication skills; able to build and maintain relationships with internal and external business groups
  • Able to act decisively during high pressure, time sensitive situations
  • Proactive and strategic thinker
  • Excellent organization skills; ability to prioritize and handle multiple tasks with strong attention to detail
  • Must be available to work during evening processes supported by the team


Job Band:
H6

Shift:
2nd shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
0
--> Job Description:

Enterprise Overview:
This is the first level operations managerial position. Performs all managerial functions, leads project work, and continually utilizes independent judgment. Provides day-to-day direction for a small unit or work team in a GWIM operations function in a specific product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts, client valuations, document processing or statement/billing processing. Focuses on the day-to-day resolution of operations problems and execution of transactions which may require reviewing and authorizing G/L entries and payments, approving exception processing, etc. Responsibilities may also include controlling workflow, performing routine management functions such as interviewing, training, performance planning, and coaching. The role may also entail evaluation of regulatory and/or financial risks. This associate may review operational procedures and implement changes ensuring enforcement and adherence. Provides technical guidance to associates to resolve operational problems and may handle exceptional or sensitive transactions. Requires operations knowledge with work experience in the specific functional area or product line managed. Less than 50% of time is spent doing actual production work. Typically 3-5 years of Operations experience with 1-2 years of supervisory experience. Must have 2 or more direct reports.

LOB Description:
The Funds Pricing Operations Team Manager is responsible for managing the receipt and entry of prices for all proprietary and non-proprietary domestic and international mutual funds, alternative investments, unit investment trusts and money markets for the purpose of trade extension, trailing commissions, sharelot tracking, sub-accounting and price distribution. This position is a supervisor role and works closely with the team's VP in managing day to day operations, staffing, strategic initiatives and ensuring all PRC metrics are met. The incumbent will act as relationship manager to various internal and external partners including fund companies and their transfer agencies to coordinate price and rate distributions in addition to other operational processes. The incumbent should have a strong knowledge base of related departments within Wealth Management Operations. The Operations Team Manager is also responsible for the development of the team members, providing individual feedback on a continuous basis to expand the personal and professional experiences of the team. This includes documenting and administering performance reviews, conducting one on ones with employees, team meetings, cross-training and involvement in team initiatives. The incumbent will be expected to provide meaningful input regarding the development of new business systems, participating in the testing of system enhancements and monitoring implementations to ensure there is no significant client/business impact.

Required Skills:
  • Proficient PC skills, including Microsoft Office applications
  • Strong written and verbal communication skills; able to build and maintain relationships with internal and external business groups
  • Able to act decisively during high pressure, time sensitive situations
  • Proactive and strategic thinker
  • Excellent organization skills; ability to prioritize and handle multiple tasks with strong attention to detail
  • Must be available to work during evening processes supported by the team


Job Band:
H6

Shift:
2nd shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
0
Job Description:

Enterprise Overview:
This is the first level operations managerial position. Performs all managerial functions, leads project work, and continually utilizes independent judgment. Provides day-to-day direction for a small unit or work team in a GWIM operations function in a specific product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts, client valuations, document processing or statement/billing processing. Focuses on the day-to-day resolution of operations problems and execution of transactions which may require reviewing and authorizing G/L entries and payments, approving exception processing, etc. Responsibilities may also include controlling workflow, performing routine management functions such as interviewing, training, performance planning, and coaching. The role may also entail evaluation of regulatory and/or financial risks. This associate may review operational procedures and implement changes ensuring enforcement and adherence. Provides technical guidance to associates to resolve operational problems and may handle exceptional or sensitive transactions. Requires operations knowledge with work experience in the specific functional area or product line managed. Less than 50% of time is spent doing actual production work. Typically 3-5 years of Operations experience with 1-2 years of supervisory experience. Must have 2 or more direct reports.

LOB Description:
The Funds Pricing Operations Team Manager is responsible for managing the receipt and entry of prices for all proprietary and non-proprietary domestic and international mutual funds, alternative investments, unit investment trusts and money markets for the purpose of trade extension, trailing commissions, sharelot tracking, sub-accounting and price distribution. This position is a supervisor role and works closely with the team's VP in managing day to day operations, staffing, strategic initiatives and ensuring all PRC metrics are met. The incumbent will act as relationship manager to various internal and external partners including fund companies and their transfer agencies to coordinate price and rate distributions in addition to other operational processes. The incumbent should have a strong knowledge base of related departments within Wealth Management Operations. The Operations Team Manager is also responsible for the development of the team members, providing individual feedback on a continuous basis to expand the personal and professional experiences of the team. This includes documenting and administering performance reviews, conducting one on ones with employees, team meetings, cross-training and involvement in team initiatives. The incumbent will be expected to provide meaningful input regarding the development of new business systems, participating in the testing of system enhancements and monitoring implementations to ensure there is no significant client/business impact.

Required Skills:
  • Proficient PC skills, including Microsoft Office applications
  • Strong written and verbal communication skills; able to build and maintain relationships with internal and external business groups
  • Able to act decisively during high pressure, time sensitive situations
  • Proactive and strategic thinker
  • Excellent organization skills; ability to prioritize and handle multiple tasks with strong attention to detail
  • Must be available to work during evening processes supported by the team


Shift:
2nd shift (United States of America)

Hours Per Week:
40
Learn more about this role

Jacksonville, Florida

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