





Moderate competition due to common operations manager title and mid-tier employer in metro locations.
High; mutual fund transaction processing and fund services require domain-specific knowledge and compliance experience.
High due to explicit experience bands, education-linked requirements, and managerial responsibilities.
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Lead and develop a team of Supervisors and Associates in the Mutual Fund Transaction Processing operations within the Transfer Agency.
Ensure quality service delivery by designing and enforcing procedures, training programs, and maintaining key operational controls for compliance and security.
Accountable for department results including mentoring, performance management, and cross-functional collaboration to meet project schedules and resolve issues.
Master's degree with 4 years related experience, or Bachelor's degree with 6 years related experience, or High School diploma with 8 years related experience.
Experience managing professionals and/or supervisors in a financial services operations environment.
Experience in financial services operations, mutual funds, and transaction processing preferred but not explicitly mandatory.
Proficiency with computer applications including Word, Excel, and Outlook.
Experienced leader of operational teams in financial services with a focus on transaction processing and customer service.
Able to implement and oversee training programs and quality control procedures to maintain operational excellence.
Strong multitasking skills with attention to detail, committed to mentoring and developing staff in a regulated operational setting.