- Manage and develop teams of individual contributors and managers in roles with moderate work complexity and risk in the Operations functional area
- Work with more experienced management to develop and execute business strategies
- Identify and recommend opportunities for process improvement and risk control development within the Operations functional area
- Develop and implement business unit strategies
- Provide expertise for technical, operational and processing functions related to business unit
- Determine appropriate strategy and actions of Operation management functional team to meet moderate to high risk deliverables
- Interpret and develop policies and procedures for functions with moderate complexity within scope of responsibility across business lines or functional areas
- Collaborate and influence all levels of professionals including more experienced managers
- Lead team to achieve objectives
- Engage and influence stakeholders, internal partners and peers associated with the function or affected by its outcomes
- Manage allocation of people and financial resources for Operations
- Develop and guide a culture of talent development to meet business objectives and strategy
Required Qualifications, US:
- 6+ years of Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 3+ years of management experience
- Knowledge/experience managing/trading advisory portfolios
Desired Qualifications:
Experience utilizing the InvestCloud APL tool
Reconciliation Experience Between System Of Record And Other Applications
Solid budget forecasting and risk management skills
Relationship management with Portfolio Managers
Experience managing global teams
Excellent verbal, written, and interpersonal communication skills
Ability to interact with all levels of an organization
Additional Qualifications
Knowledge of Advisory products & services
Strong relationship management skills
Ability to meet stringent deadlines
Ability to interact with integrity and a high level of professionalism with all levels of team members and management
Strong project management skills
Highly refined and professional verbal and written communications
Strong organizational, multi-tasking, and prioritizing skills
Strong analytical skills with high attention to detail and accuracy
Ability to be proactive, innovative and creative in meeting customer and enterprise needs
Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important