Manager, Invest Operations
Manager, Invest Operations
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
The role
The Manager Invest Operations will manage a team of Investment Specialists with responsibility for the day-to-day operations of the team. Responsible for driving business and process changes to ensure SoFi Invest members have an exceptional experience.
What youll do:
- Independently manage a team of investment specialists
- Responsible for hiring coaching performance management and team member development
- Foster an environment focused on finding solutions to problems and innovative differentiators
- Monitor service levels inbound volume and schedule adherence
- Manage team members attendance sick time and paid time off
- Manage team member performance by defining clear goals objectives responsibilities and priorities
- Ability to identify and escalate issues and propose recommended solutions regarding process improvements for systems and procedures
- Effectively manage time and resources within team department and cross-functionally
- Monitors the day-to-day activities of functional areas to ensure compliance to internal policy legal and pertinent regulations. Establishes monitors and maintains internal policies and procedures as well as business continuity plans
- Utilizes experience and specialized knowledge of specific functional areas and internal policies and procedures to respond to and make appropriate decisions to resolve the most complex situations referred by staff
- Supervises a variety of licensed Individual contributors ranging from junior to senior levels
- Work cross-functionally to obtain buy-in and solve complex issues with the assistance of business partners
What youll need:
- Must have the following existing licensing combination: Series 7 24 and at least one of the following: 66 or 63 or 65
- Minimum Bachelor or equivalent experience
- 2 years of management experience preferred
- 5 years of general customer service experience - call center experience
- 3 years of experience in a Broker Dealer setting
- Call center or processing center management experience is preferred
- Experience hiring training motivating monitoring and coaching teams of customer service & processing employees
- Strong leadership and management skills including experience in employee conflict resolution and development
- Strong written communication skills are required to answer questions and communicate issues clearly & concisely to associates customers as well as management
- Ability to react to change quickly and implement new processes & procedures
- Ability to work independently with little or no supervision
- Professional demeanor and excellent work habits are essential
- Financial services-specific customer service experience preferred
- Understanding of Situational Leadership high Emotional Intelligence
- Some evenings and weekend days may be required
Required Experience:
Manager
Employment Type
Full Time
