Senior Operations Supervisor Dividends

Janney Montgomery Scott LLC•Philadelphia, PA
•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. It serves 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. This is a hybrid position requiring three days a week in Janney’s Philadelphia, Pennsylvania office.

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, including the 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 skills.
  • Ability to demonstrate Janney’s core values: delivering with integrity, being results driven, keeping people at the center, exceeding expectations, and meeting standards required of managers.
  • Demonstrated previous leadership experience.
  • Ability to motivate staff.

Nice To Haves

  • Familiarity with DTCC, JP Morgan, BNYM, or Thomson Beta.

Responsibilities

  • Review the accurate and timely processing of all Corporate Actions cash and stock proceeds on payable date.
  • 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 team workflow.
  • Train new associates on Janney policies and procedures, and facilitate open dialogue among the team.
  • Assign and monitor team work.
  • 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 needed.
  • Collaborate with management on strategic and operational decisions 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 support the Department’s efficiency, effectiveness, and reputation.
  • Act as a subject matter expert for the department.
  • Make operational decisions for the team in the department manager’s absence.

Benefits

  • Paid parental leave.
  • Generous paid time off.
  • Eligibility for a $2,000 referral bonus.
  • Professional Development Assistance Plan.
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