Sr. Manager
14 hours ago
JOB SUMMARY:
The Senior Manager of Operations provides overall management, direction, and guidance of operational activities of Equity Trust Company and Equity Administrative Services (herein referred to as the “Company”) to maximize growth and profitability. He/she exhibits and embraces the Company’s Core Values and leads their team to do the same. Supports the goals and objectives of leadership, collaborates effectively across the organization, and provides superior client experience.
ESSENTIAL FUNCTIONS:
- 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
- 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 the Company’s regulatory requirements and custodial obligations to ensure team compliance with policies and procedures
- Tracks progress against goals and presents 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
OTHER FUNCTIONS:
- 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
- Performs other duties as assigned
QUALIFICATIONS:
Education and Experience:
- 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 units in the financial services, banking, or operations role
PROFESSIONAL CERTIFICATION(S):
- None required
TECHNICAL SKILLS:
- Expert-level proficiency in Microsoft Office
BEHAVIORAL COMPETENCIES:
In addition to the Core Company competencies of cultivating innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient.
- Manages Complexity
- Builds effective teams
- Courage
- Self-development
- Ensures accountability
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 a paper application, please contact us at careers@trustetc.com.
About Equity Trust:
Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold.With an Equity Trust account, clients have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, clients can invest in traditional assets such as stocks and mutual funds – all through a single custodian.As an industry-leading custodian of alternative assets in tax-advantaged accounts, our 45-year* track record of excellence is unmatched in the industry. Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service.As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products.
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