Disability Solutions - Canton, OH

posted 2 months ago

Full-time - Senior
Canton, OH

About the position

The position is responsible for managing back-office Trade and Custody Processing teams for sensitive clients, overseeing daily trade processing functions, and managing large initiatives such as onboarding investment managers. The role requires effective communication with clients and ensuring compliance with industry guidelines.

Responsibilities

  • Oversee daily trade processing functions to ensure timely posting and settlement of authorized trades.
  • Research and act upon trade discrepancies and trade fails in a timely manner.
  • Deliver an operations environment that meets or exceeds all service level agreements.
  • Develop and recommend tactical and strategic plans for processing improvements.
  • Select, train, develop, and lead an efficient and engaged processing team.
  • Maintain accurate and current departmental procedures and processing standards.
  • Develop and execute project plans and implementation schedules for departmental initiatives.
  • Mentor staff through routine meetings and coaching.
  • Manage critical vendor relationships and escalate departmental issues as necessary.

Requirements

  • Bachelor's degree in business administration, finance, economics, or related discipline.
  • 10+ years' experience in securities operations/trade custody.
  • 10+ years' experience managing direct reports.
  • Experience working with mutual funds and mutual fund managers.
  • Strong leadership qualities and decision-making abilities.
  • Excellent negotiation and presentation skills.
  • Ability to establish and maintain effective working relationships internally and externally.

Nice-to-haves

  • Coursework in investments/financial markets.

Benefits

  • Competitive compensation package
  • Career development opportunities
  • Diversity and inclusion initiatives
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