Senior Operations Supervisor Dividends

Janney•Philadelphia, PA

11d•Hybrid

About The Position

The Senior Operations Supervisor-Dividends organizes the team and ensures tasks are performed in a timely and efficient manner. The role may set performance standards for team associates and is responsible for training new and existing associates, serving as the first point of escalation, troubleshooting issues, and escalating them to management as appropriate. The supervisor works closely with department managers to maintain high service levels and productivity standards. The position oversees the accurate and timely processing of Corporate Actions cash and stock proceeds on payable dates, field notifications for upcoming Voluntary Corporate Actions, and daily departmental account reconciliations. It also coordinates team workflow, monitors work, supports staffing and job-status decisions, and makes operational decisions for the team when the department manager is absent. The role collaborates with management on operational strategy and goals, recommends process and system improvements, and organizes department projects, including writing business requirements. It also performs management and administrative duties and acts as a departmental subject matter expert. This is a hybrid position requiring three days a week in the Philadelphia, Pennsylvania office. Janney describes itself as a full-service financial services firm committed to understanding clients’ needs and providing advice beyond investments, and to building a diverse workforce and inclusive culture.

Requirements

Bachelor’s degree or equivalent experience.
At least 5–7 years of related industry experience.
Series 99 or Series 7, to be obtained within 90 days of the start date.
Effective project management skills demonstrated through successful project implementations.
Superior time-management and organizational skills.
Ability to manage multiple tasks, prioritize work, and meet tight deadlines.
Ability to work independently and creatively, and perform at a high level in a fast-paced, high-pressure environment.
Advanced expertise using Microsoft Office applications.
Effective oral, written, and interpersonal communication skills.
Ability to demonstrate Janney’s core values: delivering with integrity, being results driven, keeping people at the center, exceeding expectations, and meeting the standards required of managers.
Demonstrated leadership experience.
Ability to motivate staff.

Nice To Haves

Familiarity with DTCC, JP Morgan, BNYM, and Thomson Beta.

Responsibilities

Review the accurate and timely processing of Corporate Actions cash and stock proceeds on payable dates.
Supervise accurate and timely field notification of upcoming Voluntary Corporate Actions.
Oversee departmental account daily reconciliations.
Organize Operations Associates to achieve service goals and objectives.
Provide work direction to associates and coordinate workflow within the team.
Train new associates on Janney policies and procedures and facilitate open dialogue among the team.
Assign and monitor work completed by the team.
Provide recommendations on hiring, terminations, staffing, promotions, and other job-status decisions.
Review and approve or deny team members’ PTO requests based on team coverage.
Review associates’ timesheets for accuracy and approve or adjust them as appropriate.
Collaborate with management on strategic and operational decision-making for the Operations Department, including developing short- and long-term goals to improve client service.
Recommend innovations and modifications aligned with industry requirements and corporate goals to improve operational processes, systems, policies, and procedures.
Organize and execute department projects on time and within budget, including writing business requirements.
Perform management and administrative duties that contribute to the department’s efficiency, effectiveness, and reputation.
Act as a subject matter expert on behalf of the department.
Make operational decisions for the team in the department manager’s absence.