This is an illustrious career opportunity where your operations and forward-thinking skills can be valued! As a Data Operations Lead within the Client Account Services (CAS) team, you will be responsible for maintaining the day-to-day operations supporting the CAS Market Operations team. Also, you will show a passion for stakeholder engagement and ensuring their business needs and requirements are met. You will partner with and drive collaboration across Markets products to inspire process stabi... more details
This is an illustrious career opportunity where your operations and forward-thinking skills can be valued!
As a Data Operations Lead within the Client Account Services (CAS) team, you will be responsible for maintaining the day-to-day operations supporting the CAS Market Operations team. Also, you will show a passion for stakeholder engagement and ensuring their business needs and requirements are met. You will partner with and drive collaboration across Markets products to inspire process stabilization and improvements for the Account Reference Data Utility.
Job responsibilities
Lead initiatives to document and re-engineer current workflows, performing gap analysis and driving the right governance model across each of the products supported
Partner with Reference Data Strategy to transform the future state data models that includes defining the target operating model within the Utility
Identify operational synergies with Onboarding, Middle Office, and other business stakeholders to eliminate redundant and/or manual processes
Business and Operations Stakeholder management
Manage performance of staff, resolving daily business as usual (BAU) issues and effectively managing stakeholders is critical
Lead a team of 8-10 Analysts and Associates dedicated to the seamless delivery of the markets account opening and Instruction setup across lines of business
Provide the highest level of service to our internal partners and ultimately the Client while adhering to the global funds transfer policy and regulatory rules to ensure compliance standards are kept
Maintain a consistently high level of awareness around any potential issues and to resolve exceptions as soon as possible
Perform tasks related to the internal performance review process for the individuals within the team, managing career progression, recruitment, attrition and succession planning
Partner with other regional leads across the globe to promote consistency and best practices
Establish regular governance meetings with senior leads across the lines of businesses to report on key achievements and opportunities across People, Process, Data Client categories
Required qualifications, capabilities, and skills
12+ years of operations experience in financial services, process improvement, or related field
Excellent Client focus and Customer care working practices
High-level display and sense of ownership and responsibility
Exceptional communication and interpersonal skills
Accountable for team delivery of excellent customer service
Exceptional understanding of financial markets and securities industry
Excellent communication skills, both written and oral, including the ability to interact with all levels of organization
Previous experience managing & developing staff
FINRA Series 99 License
Preferred qualifications, capabilities, and skills
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