Fund Services Team Lead
About The Position
A career at Janus Henderson is more than a job, it’s about investing in a brighter future together. Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust. If our mission, values, and purpose align with your own, we would love to hear from you!
Requirements
- FINRA Series 6, 63 licensed
- FINRA Series 26 (Principal) license preferred or must be obtained within 120 days of hire
- Coaching and Employee Development
- Problem Solving and Decision Making
- Strategic Thinking
- Continuous Improvement Mindset
- Accountability
- Adaptability
- Process Improvement
Nice To Haves
- High School or GED required; Bachelor’s degree or equivalent work experience preferred
- One-year supervisory experience preferred
- Mutual funds/financial services experience or equivalent preferred
- Training and Knowledge Sharing
- Data and Metrics Awareness
- Influencing without Authority
- Project Leadership
Responsibilities
- Supervise and manage day-to-day workflow and staff for one or more function in accordance with departmental guidelines which include: Phone Operations: Direct retail fund shareholder support, Processing Operations: Transaction processing for retail shareholders and intermediary back offices, Exception Operations: Support research and resolution for direct retail fund shareholders and Intermediaries
- Monitor and manage team workflow to ensure alignment with departmental standards
- Provide coaching, performance evaluations, and feedback
- Identify training needs and support employee development.
- Recommend staffing actions including forecasting, hiring, termination, and compensation.
- Track PTO, payroll, and performance metrics.
- Research and resolve complex client issues to ensure satisfaction.
- Handle escalated calls and complaints within company policy.
- Analyze trends and recommend improvements to enhance quality, efficiency, and client experience.
- Identify workflow gaps and technology needs; develop and implement business case recommendations.
- Partner with internal teams and external vendors to resolve issues and support projects
- Carry out additional duties as assigned
Benefits
- Hybrid working and reasonable accommodations
- Generous Holiday policies
- Excellent Health and Wellbeing benefits including corporate membership to Wellhub
- Paid volunteer time to step away from your desk and into the community
- Support to grow through professional development courses, tuition/qualification reimbursement and more
- Maternal/paternal leave benefits and family services
- Unique employee events and programs including a 14er challenge
- Complimentary beverages, snacks and all employee Happy Hours
- Annual discretionary bonus award from the profit pool
- Competitive compensation
- Pension/retirement plans
- Various health, wellbeing and lifestyle benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
