Spv Financial Services Operations
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Protocol Intelligence
Data-driven signals on your job's competitivenessGeneralist operations supervisor role with moderate brand recognition and common mid-level experience, competition is medium.
Role requires fund services/transfer agency experience, limiting cross-industry transferability and increasing domain sensitivity.
Explicit minimum years and degree alternatives create moderate filtering without mandatory certifications.
Job Description
Structured overview of role & requirementsAbout This Role
Lead and develop a team of associate level transfer agency representatives providing back-office financial services to mutual fund clients and investors.
Manage day-to-day operational activities to ensure optimal team performance with efficient and compliant processes.
Monitor team goals and KPIs, driving adjustments to meet targets and deliver high-quality client service.
Minimum Requirements
Master's degree, Bachelor's degree with 2 years related experience, or High school degree with 4 years related experience.
Experience in financial services operations.
Proficient with computers including Word, Excel, and Outlook.
Work Experience Required: Minimum 2 years related experience (industry and/or leadership) preferred.
Ideal Candidate Profile
Experienced in financial services operations with leadership exposure, preferably in fund services or transfer agency environment.
Capable of team leadership with a focus on coaching, mentoring, and developing associates for service excellence.
Comfortable managing operational metrics and driving process improvements in a regulated back-office financial services setting.