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Generalist operations title and metro location increase competition, balanced by non-Tier1 brand and seniority.
Role requires transfer agency and mutual fund operations expertise, so industry-specific experience is highly important.
Explicit degree/years and domain-specific mutual fund operations experience make screening relatively strict.
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Lead and develop a team of Supervisors in Core Processing department handling mutual funds transaction processing.
Oversee day-to-day operations ensuring quality service delivery, adherence to procedures, compliance, and key controls in transaction processing.
Provide training direction, mentoring, and leadership development for supervisors and associates in the Transaction Processing team.
Master's degree with 4 years related experience OR Bachelor's degree with 6 years related experience OR High school degree with 8 years related experience.
Experience managing professional individual contributors and/or team supervisors.
Experience in participation of recruitment, training, mentorship, and performance management.
Experience in financial services operations, mutual funds, and transaction processing preferred but not explicitly mandatory.
Proven leadership experience managing supervisors in a financial services or transaction processing environment.
Strong operational focus with ability to implement and oversee quality control, compliance, and procedural adherence.
Background in fund services or mutual funds operations with demonstrated capability developing training programs and leading teams.