Supervisor, Investor Services
About The Position
Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize clients’ portfolios while mitigating the impact of taxes on their wealth. As a fiduciary, the guidance we provide is in the best interests of our clients, without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment, tax and planning strategies alongside sophisticated technology and custody platforms. Fiduciary Trust International is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world. Fiduciary Trust International is hiring a Supervisor of Investor Services to join our Saint Petersburg, FL office. This role will report directly to the Head of Investor Services and is responsible for administrative oversight of the Data Analysis team while providing support to the Director of investor Services to drive strategic and tactical initiatives across diverse services performed within the department.
Requirements
- Bachelor's degree or equivalent experience
- Advanced experience in financial reporting within the financial services industry.
- Comprehensive background and understanding of front, middle, and back-office processes.
- 5-8 years of related work experience
- Knowledge of business desktop applications (i.e., Microsoft Word, Outlook, Excel, PowerPoint, etc.)
Nice To Haves
- Strong people skills with the ability to interact with colleagues.
- Detail-oriented with the ability to multi-task and meet deadlines.
- Ability to work in a collaborative environment within the FTCI business objectives.
- Ability to maintain confidentiality.
- Exceptional customer service skills
- Excellent verbal and written communication skills
- Ability to effectively prioritize and adapt to changing workloads and deadlines.
- Lead others to solve complex problems where significant initiative and independent judgment is required.
- Ability to anticipate service level issues and proactively escalate.
- Ability to work well independently and effectively in a hybrid / remote environment; must be able to self-manage time and be available during normal business hours.
- Ability to manage sensitive and confidential information.
- Ability to develop solutions to a variety of complex problems.
- Must be able to make decisions quickly and appropriately, sometimes in the absence of detailed instructions.
Responsibilities
- Oversee a small team of Data Analysis professionals with varying levels of experience through coaching and development and performance management.
- Oversee functions performed by the Data Analysis team including customized financial reporting tasks for HNW clients, collaborating with various client service teams, operations, and other departments to facilitate solutions and assistance wherever needed.
- Oversee maintenance and support of outbound data file services.
- Ensure accurate and timely processing of all activities related to customized financial reporting tasks performed by the Data Analysis Team.
- Work directly with the Head of Investor Services to provide fluid management reporting to monitor the broader investor services business including sales activities including tracking of new and lost business, and profitability.
- Assist leadership team to monitor, evaluate, and identify gaps in processes to improve the efficiency and effectiveness of activities and tasks across the broader Investor Services Department.
- Work with the leadership team to ensure all outstanding items are resolved in a timely manner.
- Develop and maintain business workflows and procedures in a central repository.
- Assist with projects and initiatives involving gathering and presenting key metrics and data in or to drive business strategies.
Benefits
- annual discretionary bonus
- 401(k) plan with a generous match
- recognition rewards
- competitive healthcare options
- insurance
- disability benefits
- employee stock investment program
- learning resources
- career development programs
- reimbursement for certain education expenses
- paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays)
- motivational wellbeing program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
