About The Position

The Vice President will work in the Fees and Commissions team within Global Banking & Markets in Salt Lake City. The team manages income, fees, and interest charges for client and house businesses, supporting millions of trades each day. Its work includes rate maintenance, charge validation, reconciliations, adjustments, payments, cost allocations, system development, regulatory updates, strategic projects, and business-query support. The team uses data analytics and tools such as Alteryx, Tableau, and SQL to inform decisions and business improvements. The role oversees Futures and listed-derivative fee, commission, and interest-related functions. The Vice President will maintain accurate rates across firm systems, oversee the trade and billing lifecycle, support clients and business partners, identify control weaknesses, and lead process improvements and projects. The position also leads and develops a high-performing team, manages priorities and resources, promotes collaboration across regions, and translates complex data and project requirements into actionable insights for stakeholders.

Requirements

  • Bachelor’s degree.
  • At least 6 years of experience in banking, accounting, financial services, or related fields.
  • Demonstrated experience leading and developing teams, including setting expectations, coaching performance, and supporting career development.
  • Strong people-management skills, including motivating others, delegating effectively, managing competing priorities, and leading through change.
  • Self-motivated, proactive team player who takes ownership and demonstrates accountability.
  • Strong organizational skills and ability to manage competing priorities effectively.
  • High attention to detail and a proactive, enthusiastic approach.
  • Collaborative, flexible, team-focused approach and ability to work effectively with a wide range of stakeholders.
  • Ability to translate project business requirements for technical and non-technical stakeholders.
  • Effective problem-solving and critical-thinking skills, with discretion and good judgment.
  • Strong client-service skills and ability to communicate complex issues to people with varying levels of product expertise.
  • Competency with Microsoft Office, especially Excel, and ability to learn multiple programs quickly.
  • Knowledge of data ingestion, transformation and harmonization, processing, provision, modeling, and access.
  • Financial and risk-management experience, including compliance, security, and operational risks.
  • Experience executing complex projects end to end, including roadmaps, budgeting, and resource allocation.
  • Ability to identify process-flow bottlenecks, manage escalations, anticipate tradeoffs, and balance business needs within constraints.
  • Experience collecting, interpreting, and summarizing complex data into actionable insights for senior stakeholders.
  • Experience managing mid- to long-term projects, including project documentation, evaluation, and review.
  • Adaptability to changing business needs and ability to learn quickly while taking on significant responsibility.

Responsibilities

  • Develop deep functional knowledge and technical expertise to enhance and improve processes.
  • Collaborate with technology and business partners and external contacts to improve strategic process workflows.
  • Provide timely support for client and business queries.
  • Build out the team and promote best practices.
  • Lead, manage, and develop a high-performing team through clear direction, coaching, feedback, and career-development support.
  • Set team priorities, allocate resources, and establish accountability for accurate, timely, and controlled outcomes.
  • Foster an inclusive, collaborative culture that encourages knowledge sharing and continuous improvement across regions.
  • Identify control weaknesses and recommend robust solutions.
  • Monitor Futures and listed-derivative fee, commission, and interest functions for client and house businesses.
  • Maintain accurate commission, interest, and fee rates for clients across firm systems and ensure accurate collection and payment for trades.
  • Monitor and approve trade-lifecycle functions, including validations, configurations, adjustments, reconciliations, invoices, and payments.
  • Oversee gaps across the trade and billing lifecycle and align team expectations.
  • Assess client, business, and regulatory needs and identify required changes.
  • Plan and execute projects to increase profitability and comply with new guidance.
  • Develop readiness plans and change-management strategies for functionality and business, regulatory, or system upgrades.
  • Partner with the Business Intelligence team to develop processes that identify and mitigate risks using quantitative and qualitative data.
  • Define project scope and resources, set objectives and milestones, measure outcomes, and address bottlenecks with feasible solutions.
  • Collect, interpret, and distill complex data into actionable insights for senior stakeholders.
  • Translate project business requirements for technical and non-technical stakeholders.
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