Corporate Treasury Operations-Dallas-Associate-Project Management Dallas, Texas, United States
3 weeks ago
Operations, Treasury Services Management & Change, Associate – Dallas
OPERATIONS
Operations partners with all areas of the firm to deliver our institutional, consumer and asset management businesses and to provide a seamless experience for our clients. We manage and process our clients’ business, including onboarding, post-trade processing and regulatory compliance. Our teams work closely across the firm to develop and deliver new products and services, while mitigating operational risk and enhancing the client experience. We drive process and technology change to scale and automate our businesses. Operations professionals are either embedded in the revenue division that they support, or they support multiple businesses and are part of core Operations.
YOUR IMPACT
You are looking to join a fast-paced, dynamic team that has broad connectivity across the firm for a franchise critical process. You will collaborate with cross-Federation teams and across the globe to manage the firm’s cash payments and receipts each day. You have a strong desire to learn about the firm’s different businesses and how they support our client and manage business risks, as well as work closely with a network of key banks and internal payments team to ensure smooth execution.
OUR IMPACT
Treasury Services is a sub division of the Corporate Treasury Division. As a global, multi-faceted and cross-product sub division, our primary objectives are to: lead the development of new payments-centric businesses, while building scale and improving agility to adapt to a rapidly changing payment landscape; act as a first line of defense for control and governance to protect firm’s financial assets; and incorporate differentiated client service to be best in class. Treasury Services is a growing subdivision globally, with regional presence in Singapore, Bengaluru, London, New Jersey, New York and Salt Lake City with all our offices working closely together as a global team.
The sub division has a rare opportunity to support products and businesses ranging across existing and new business lines, multiple payment types, and multiple client types, including institutional/franchise, consumer and corporate cash management sectors. We manage a wide range of complex processes, with members developing skills and competencies around cash management (payment controls, bank account management, settlements and reconciliations, claims), change management, regulatory requirements, and industry trends.
HOW TO FULFILL YOUR POTENTIAL
Plan, initiate, and manage Corporate Treasury Operations projects from initiation to delivery, primarily supporting Platform Solutions and Asset & Wealth Management business with responsibility for meeting project milestones and partner deadlines
Serve as liaison between various stakeholders across divisions and facilitate business requirements and testing approach/scripts to enable systems and processes.
Monitor program/Workstream performance and analysis and escalate risks and barriers to delivery.
Responsible for change management across multiple plans.
Plan project stages and maintain a complex project planning document with business and various Firmwide Stakeholders.
Develop reporting and monitoring metrics and identify and make recommendations to resolve.
Engage with engineers to develop the best-in-class technical design and approach for new product development.
Develop relevant US payment rail capabilities, such as Automated Clearing House (ACH) payments, Fedwire payments, debit, checking and other payment capabilities.
Lead product planning and prioritization of initiatives critical for delivery of demand using Project management tools and techniques.
Lead the build, testing and delivery of new Product Management platforms.
Partner with stakeholders to track and deliver joint goals.
Work within demanding timelines in a fast-paced team environment.
SKILLS WE’RE LOOKING FOR
Basic & Preferred Qualifications:
Bachelor’s degree
3-5+ years’ experience, within financial services is preferred
Experience partnering with senior stakeholders
Excellent communication and presentation skills
Strong analytical, problem-solving, project management and program management skills
Strong stakeholder management
Ability to interact and influence at all levels and across functions within an organization
Ability to develop excellent relationships at all levels within an organization
Ability to balance strategic focus with tactical implementation/execution
Ability to effectively manage multiple projects at the same time
Strong sense of detail and urgency, with the ability to motivate others to deliver
Proficient use of Microsoft Office Suite to include Word, Excel, Outlook, and PowerPoint
PREFERRED QUALIFICATIONS
• Candidate must be proactive, enthusiastic and team-oriented
• Ability to remain composed under pressure
• Ability to prioritize and make decisions in a fast-paced environment
• Accuracy and attention to detail
• Strong client service orientation
• Strong written and verbal communication skills
• Adapt to new changes and new challenges
• Strong analytical skills
• Well-developed organizational skills
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