*This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after the probationary period.
JOB OVERVIEW
The Senior Operations Manager plans, directs, and ensures the smooth and efficient operations of the Company's back-office functions and client service to ensure timely, efficient, and accurate administrative and custodial oversight of client investments. Provides leadership to ensure attainment of strategic objectives and the delivery of high quality, efficient, and effective service and back office operations as well as initiatives related to quality, innovation, teamwork, and service.
RESPONSIBILITIES & DUTIES
Create a best-in-class client service culture
Ensures client service levels are met or exceeded while maintaining a balance between quality and efficiency
Promotes associate engagement by setting clear expectations and consistently providing information, resources, feedback, coaching and recognition that maintain a high level of performance
Develop the talent on the team, creating opportunities for team members to take on other assignments to grow their skill sets
Promotes critical thinking through the review of current processes, asking leading questions to enable the associates to share and develop ideas that lead to process improvements
Drives business results by acting as a subject matter expert, fosters an environment that creates process efficiencies, leads project initiatives, and ensures implementation of projects within the department.
Collaborates in the development and implementation of organization policies, practices, procedures, and attainment of operating goals
Understands of the Company's regulatory requirements and custodial obligations to ensure team compliance with policies and procedures
Tracks progress against goals and present results, insights and recommendations to management
Leads associates to meet company expectations for productivity, quality, continuous improvement, and goal accomplishment
Maintains transparent communication by sharing appropriate organizational information through department and one-on-one meetings, email, and regular interpersonal communication
Attracts and develops high-performing, engaged teams, inclusive of identifying and selecting talented candidates
Manages special projects within the team and supports projects and initiatives across the organization
Builds and cultivates relationships across the Company and within the industry in order to be successful
Assists with the annual budget process
Forecasts staffing needs and plans accordingly
Perform other duties as assigned
QUALIFICATIONS
Bachelor's degree in Finance, Business, or related field; relevant work experience may be considered in lieu of a degree
Minimum seven (7) years of experience in direct team management managing multiple business unit in the financial services, banking, or operations role
PROFESSIONAL CERTIFICATIONS
None required
TECHNICAL SKILLS
To be successful in this role, you should have experience with and an understanding of the following:
Expert level proficiency in Microsoft Office
CULTURAL COMPETENCIES
In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:
Manages Complexity
Builds Effective Teams
Optimizes Work Processes
Instils Trust
PHYSICAL DEMANDS/WORK ENVIRONMENT
This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.
Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, or national origin. If you have a disability that requires accommodation or paper application, please contact us at careers@trustetc.com.