Supervisor, Operations Mutual Fund Account Services | St Petersburg, FL

Raymond James • St Petersburg, FL

5d • Hybrid

About The Position

Hybrid Work Environment: This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our St Petersburg, FL Corporate Office. As a Supervisor in the Mutual Fund Account Services Support department, you will lead the strategic development and execution of operational processes, systems, and infrastructure to ensure timely and high-quality service delivery. This role oversees multiple departments or an entire processing unit, with responsibilities spanning account services, international securities, transaction processing, and loan support/credit approval. You will drive operational excellence, foster team performance, and implement continuous improvement initiatives to support business objectives and client satisfaction.

Requirements

• Knowledge of Complex investment concepts, practices, procedures and industry regulations related to Mutual Funds.
• Intermediate mathematical skills including addition, subtraction, multiplication, division, percentages, fractions, averages and balancing sufficient to complete settlement.
• Principles and practices of customer relations and communications.
• Excel, Word, Outlook and other applications as needed.
• MS Office sufficient to create letters, documents and send emails.
• Express ideas, request actions, formulate plans, & policies by means of clear and effective verbal communications.
• Deliver required services to clients to the required standards.
• Plan, organize, and execute the steps it takes to achieve higher efficiencies.
• Review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required.
• Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, High School (HS) (Required)
• General Experience - 3 to 6 years
• s99 - Operations Professional Examination - Financial Industry Regulatory Authority (FINRA)
• Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Responsibilities

• Supervise others working within established operational systems.
• Supervise a team providing administrative and service operations support and have deep expertise in the service operations provided by that team.
• Help others get the most out of internal communications systems by offering support and advice.
• Execute a communications plan within established internal communication systems and procedures.
• Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.
• Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organization's performance management systems to improve personal performance. Or manage and report on team performance; set appropriate performance objectives for direct reports or project/account team members and hold people accountable for achieving them, taking appropriate corrective action where necessary to ensure the achievement of team/personal objectives.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 5,001-10,000 employees