Operations Manager - Parametric
About The Position
This position will be an experienced, senior, department leader. The role is focused on data related to Parametric accounts. This data could include billing terms, custodian accounts, product codes, and other items. This position is responsible for running the business, which includes setting vision, supporting staff, and advocating for budget. The role is also responsible for growth and projects, including supporting strategic builds, and changing databases and workflow. To be successful, this person will work closely with operations leadership, as well as leadership from technology, contracts, product management, and finance. They will be able to understand complicated workflow, balance the needs of multiple stakeholders, and execute effectively under pressure.
Requirements
- Bachelor's (4yr) degree
- 7+ years experience in Financial Services
- Strong leadership skills and experience
- Ability to plan, prioritize, and meet tight deadlines
- Exceptional written and verbal communication skills
- Must be proficient in MS Outlook and handle large volumes of email correspondence.
- Ability to function successfully in ambiguous conditions.
Nice To Haves
- Prior experience with billing operations, contracts, account maintenance, and / or client activities a plus
- Prior experience with Salesforce a plus
Responsibilities
- Oversee the department, lead leaders, while supporting staff
- Set strategy, including organization structure and technology builds
- Understand account to contract mapping, and other account reference master attributes like custodian accounts, benchmarks, restrictions
- Own billing data and output, including fee rates, aggregation, and track types
- Manage formal controls related to the function and ensure adequate evidence of work exists
- Interface with internal and external auditors when required to evidence effective controls
- Manage stakeholders that are interested in account and billing data
- Provide exceptional client service through quick and complete response to internal / external client queries
- Lead change initiatives within the group and process improvements
Benefits
- Medical
- Prescription Drug
- Dental
- Vision
- Health Savings Account
- Dependent Day Care Savings Account
- Life Insurance
- Disability and Other Insurance Plans
- Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
- 10 Paid Holidays
- 401(k)
- Short/Long Term Disability
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What This Job Offers
Job Type
Full-time
Career Level
Manager
