Conversion Manager
3 weeks ago
Cetera Financial Group seeks a highly skilled Conversion Manager to lead bulk account conversion activities for its integration with other clearing firms. This pivotal role is responsible for facilitating communication and coordination among business units, service providers, vendors, clearing firms, and regulatory authorities.
The ideal candidate will possess a strong understanding of operational processes and regulatory policies within the finance industry. They will be tasked with identifying and implementing process improvements to optimize conversions, ensuring seamless transition management and effective stakeholder collaboration.
This role requires exceptional analytical and conceptual skills, as well as high-level proficiency in documentation and report generation. The successful candidate will have a proven track record of project representation experience, problem-solving skills, and ability to prioritize effectively.
Key Responsibilities:
- Lead bulk account conversion activities for Cetera's integration with other clearing firms.
- Facilitate communication and coordination among business units, service providers, vendors, clearing firms, and regulatory authorities.
- Identify and implement process improvements to optimize conversions.
- Ensure seamless transition management and effective stakeholder collaboration.
Requirements:
- 3+ years of experience in a relevant field.
- Strong understanding of operational processes and regulatory policies within the finance industry.
- Proven track record of project representation experience, problem-solving skills, and ability to prioritize effectively.
Benefits:
- A competitive salary range of $80,000 - $110,000 per year.
- Ongoing professional development opportunities.
- A dynamic and supportive work environment.
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