drjobs Senior Manager Investment Operations

Senior Manager Investment Operations

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1 Vacancy
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Job Location drjobs

Westlake, OH - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Job Details

Management
Westlake OH
Full Time
High School
Management

Description

*This position is based out of our Westlake OH office and is eligible for a hybrid schedule after the probationary period.

JOB SUMMARY:
The Senior Manager of Investments leads develops and manages a team (or teams) within the Investments department. Exhibits and embraces Equity Trust Company (ETC) Core Values and leads their team to do the same. Supports the goals and objectives of ETC leadership collaborates effectively across the organization and provides an excellent client experience.



ESSENTIAL FUNCTIONS:

Develops implements and improves team processes and procedures
Identifies opportunities to improve efficiency quality and consistency of the team work product
Reviews and interprets daily/weekly/monthly metrics
Establishes monitors and communicates team and individual productivity targets
Develops and implements plans to manage daily workflow and meet service and productivity targets
Hires highquality bestfit candidates
Meets with individual team members monthly to provide feedback on performance
Implements team and individual training needs and continuing education opportunities
Prepares and delivers corrective action plans
Completes quarterly performance appraisals in accordance with ETC guidelines
Leads special projects

OTHER FUNCTIONS:
Coordinates with Supervisors and Team Leads to establish work schedules and maintain appropriate coverage
Manages special projects within the team and supports projects and initiatives across the organization
Assists with the annual budget process
Forecasts staffing needs and plan accordingly
Performs other duties as assigned

QUALIFICATIONS:
Education and Experience:
Bachelors degree in Finance/Business or equivalent work experience
Minimum five 5 years of experience in a retirement plan environment
Supervisory experience managing multiple business units

PROFESSIONAL CERTIFICATION(S):
None required


TECHNICAL SKILLS:
Advanced analytical skills and problem solving capabilities
Expert level proficiency in Microsoft Office


BEHAVIORAL COMPETENCIES
In addition to the Core Company competencies of Customer Focus Collaboration & Teamwork Integrity & Trust and SelfDevelopment.
Business Acumen Decision Quality
Develops Direct Reports Managerial Courage
Dealing with Ambiguity Drive for Results

PHYSICAL DEMANDS/WORK ENVIRONMENT:
This job operates in a professional office environment. This role 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 stand walk use hands and fingers and reach with hands and arms. It 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


Required Experience:

Senior Manager

Employment Type

Full-Time

Company Industry

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