Director of Trade Operations

2 weeks ago

Cleveland, United States Boyd Watterson Asset Management Full time
Job DescriptionJob Description
Description:

Boyd Watterson offers a highly competitive total compensation package. Our benefits include:

  • Medical, Dental & Vision Plans
  • Company paid Life Insurance
  • Health Savings Accounts
  • Flexible Spending Accounts
  • 401(k) plus match
  • Paid Time Off (PTO) and Holidays

A winner of the prestigious Northcoast 99 award, Boyd is recognized as one of the top 99 employers in Northeast Ohio. This means we put our employees first. Boyd Watterson is a dynamic company built around integrity and collaboration. We value the insights and perspectives of a broad, diverse group of individuals and believe that our collective success is dependent on an inclusive environment.


Company Overview

Boyd Watterson Asset Management, LLC is an independent investment advisor specializing in real estate, fixed income, and equity products. We provide investment solutions to a broad range of institutional clients and to high-net-worth clients, mainly through intermediaries.


Our investment strategies focus on stable income with a moderate risk profile. The real estate products are mainly delivered through private funds that primarily own and operate commercial buildings under lease to agencies of the US government, and state and local governments. Our fixed income and equity products are delivered through separately managed accounts, mutual funds, and intermediaries.


The Opportunity


The Director of Trade Operations works in our Cleveland, Ohio corporate office and manages both shareholder services and operations. This position is responsible to ensure daily back-office operations run efficiently, processes and procedures are followed (both internally and by external partners), and that client service is exemplary.


Company Overview


Boyd Watterson Asset Management, LLC is an independent investment advisor specializing in fixed income, real estate, and equities. We deliver investment solutions tailored to meet the needs of Taft-Hartley funds, foundations and endowments, religious organizations, public entities, corporations, insurance companies, and advisory channel clients.


Our fixed income investment strategies range from short-term to liability-driven investing and high-quality to high yield. Our real estate strategies are derived from our specialized capabilities in acquiring and managing real estate leased to the US General Services Administration (GSA), which houses key federal agencies nationwide. We offer separately managed accounts, mutual funds, sub-advisory services, and bespoke solutions.

Requirements:
  • Define, implement and maintain processes and procedures for servicing private and public funds.
  • Work in close partnership with product and technology teams to enhance and automate key operational processes, and to develop and enhance product, management, and other reporting, targeting both efficiency and scale.
  • Provide oversight of service providers as applicable.
  • Work with legal department to ensure compliance with applicable laws and regulations (SEC, DOL, FINRA, ERISA, etc.)

Shareholder services

  • Oversee reconcilement, performance, trade settlement, new accounts, account maintenance, proxies, regulatory mailings, and assistance in support of Fixed Income personnel.
  • Monitor completion of client statements and booklets.
  • Monitor production schedules for trade settlement, client statements.
  • Monitor accounts for assignment by custodians to auto-reconcilement system.

Supervision of operations team

  • Oversee the supervision of staff, fostering a culture of continuous improvement.
  • Monitor workflows, identify backlogs, and assist staff in resolution of problems as needed.
  • Determine cross training needs to ensure coverage during absences.
  • Conduct performance reviews and provide counseling as needed.

Education, Skills, Personal Characteristics and Work Experience Requirements:

  • Bachelor's degree in finance, accounting, or other business-related field; Master's Degree and/or CPA or other accounting designation is a plus
  • 10+ years of Accounting and Operations experience.
  • Securities Operations experience preferred
  • Understanding of product management processes is a plus
  • Previous supervisory experience necessary
  • Proven ability to multi-task and work both independently and as a team player in a fast-paced, demanding environment
  • Strong verbal, written, and interpersonal communication skills
  • Passion for the application of innovative technology
  • Willingness to learn new topics and work in an evolving business environment
  • Good problem solving and analytical skills
  • Organized and detail oriented with big picture capability




PI6ace8445ea2b-25405-35456197

  • Operations Director

    2 weeks ago

    Cleveland, Ohio, United States Boyd Watterson Asset Management Full time

    Join Boyd Watterson Asset Management, LLC as an Operations Director for our Financial Services team.We are seeking a highly experienced and skilled professional to oversee the daily back-office operations of our business. The successful candidate will be responsible for ensuring that all processes and procedures are followed efficiently and effectively, both...

  • Fleet Director

    1 month ago

    Cleveland, United States Trades Holding Company, LLC Full time

    Trades Holding Company, LLC is looking for an experienced and strategic Fleet Director to oversee the overall management, growth, and optimization of our vehicle fleet supporting our plumbing and electrical service teams. The Fleet Director will be responsible for fleet planning, analytics, safety compliance, and procurement of vehicles and related services....

  • Maintenance Director

    2 weeks ago

    Cleveland, United States Brooklyn Acres Mutual Homes Inc Full time

    Job DescriptionJob DescriptionMaintenance Director Function & Scope: To provide supervision in the maintenance, repair, and service to buildings, grounds and utilities. Responsible for planning, scheduling and implementing assigned jobs for the effective care of buildings, grounds and utilities. Typical Essential Functions include but are not limited to...

  • Operations Director

    2 weeks ago

    Cleveland, Ohio, United States MAU Workforce Solutions Full time

    We are seeking an Operations Director to lead our production operations in Cleveland, OH at MAU Workforce Solutions.This key role involves overseeing all production operations, collaborating with cross-functional teams, and driving business growth through process improvement initiatives.The estimated salary for this position is $90k to $135k based on...

  • Fleet Operations Director

    2 weeks ago

    Cleveland, Ohio, United States Trades Holding Company, LLC Full time

    We are seeking an experienced Fleet Operations Director to lead our vehicle fleet operations, ensuring efficient and safe transportation for our plumbing and electrical service teams. Key responsibilities include fleet planning, analytics, safety compliance, and procurement.Key Responsibilities:Fleet Planning and StrategyAnalytics and Performance...

  • Director of Operations

    4 weeks ago

    Cleveland, United States CanMar Full time

    Job Description The Director of Operations is accountable for meeting production demand that supports corporate top-line revenue while improving efficiency to bottom-line growth. This position is responsible for all day-to-day manufacturing operations, including purchasing, production planning, manufacturing, and shipping of quality products with continuous...

  • Production Operations Director

    2 weeks ago

    Cleveland, Ohio, United States Research Group Full time

    Job OverviewResearch Group is seeking an experienced Production Operations Director to oversee the timely completion of orders while maintaining high quality standards.

  • Restaurant Operations Director

    2 weeks ago

    Cleveland, Ohio, United States Reach Recruiting Full time

    Chief Operating Officer Job DescriptionWe are seeking a dynamic, experienced, and visionary leader to provide strategic leadership and oversight for our multi-unit restaurant group. As a dedicated team, we are looking for someone who wants to play a pivotal role in our major expansion and drive the overall success of our operations.About the Role:As Chief...

  • Engineering Operations Director

    2 weeks ago

    Cleveland, Ohio, United States Sodexo Full time

    Sodexo is a global leader in the facilities management industry, and we are seeking an experienced Engineering Operations Director to join our team at University Hospitals Cleveland Medical Center in Cleveland, OH.The estimated salary for this role is $85,000 - $123,750 per year, depending on experience.This is a full-time position that requires a Bachelor's...

  • Restaurant Operations Director

    1 week ago

    Cleveland, Ohio, United States Checkers Drive-In Restaurants , Inc. Full time

    About Checkers Drive-In Restaurants , Inc.At Checkers & Rally's, we're committed to making a positive impact on the lives of our Franchisees, Teams, and Guests. As a member of our Corporate Field Operations team, you'll play a crucial role in executing our restaurant plan, driving sales and profits, and delivering exceptional Guest and Team service as our...

  • Maintenance Operations Manager

    1 week ago

    Cleveland, Ohio, United States Brooklyn Acres Mutual Homes Inc Full time

    Brooklyn Acres Mutual Homes, Inc. is a housing cooperative with over six decades of experience in providing quality living spaces for its members.We are seeking an experienced Maintenance Director to lead our maintenance team and ensure the upkeep of our 600 residential units.Estimated Salary: $85,000 - $110,000 per yearThe successful candidate will have at...

  • Financial Operations Director

    2 weeks ago

    Cleveland, Ohio, United States Lutheran Metropolitan Ministry Full time

    Job OverviewLutheran Metropolitan Ministry, a mission-driven organization in Northeast Ohio, seeks an experienced Financial Operations Director to lead its financial operations. This role is crucial in ensuring the organization's financial stability and growth.The ideal candidate will have at least 8 years of high-level accounting experience and 5 years in a...

  • Director of Technical Operations

    1 week ago

    Cleveland, Ohio, United States Case Western Reserve University Full time

    The Associate Director Technical Services position at Case Western Reserve University is a pivotal role in the Milton and Tamar Maltz Performing Arts Center. As part of the team, you will be responsible for overseeing multiple aspects of stage and technical operations.Job Responsibilities:Manage and maintain equipment, ensuring seamless execution of...

  • HVAC Operations Director

    2 weeks ago

    Cleveland, Ohio, United States Blue Collar Full time

    Job Title: HVAC Operations DirectorLocation: Cleveland, OhioEstimated Salary: $115K (Base: $85K + Bonuses)We are seeking a seasoned HVAC Service Manager to lead our service department and drive growth. The ideal candidate will have a strong background in managing mid-sized shops and teams.Key Responsibilities:

  • Fleet Director

    1 month ago

    Cleveland, OH, United States Trades Holding Company, LLC Full time

    Trades Holding Company, LLC is looking for an experienced and strategic Fleet Director to oversee the overall management, growth, and optimization of our vehicle fleet supporting our plumbing and electrical service teams. The Fleet Director will be responsible for fleet planning, analytics, safety compliance, and procurement of vehicles and related services....

  • Executive Director of Aquatic Operations

    2 weeks ago

    Cleveland, Ohio, United States Goldfish Swim School - Cleveland East Full time

    Job OverviewWe are seeking an experienced and motivated leader to oversee the daily operations of our Goldfish Swim School location in Cleveland East. As Executive Director of Aquatic Operations, you will be responsible for ensuring the highest level of quality and success in all aspects of our business.

  • Director of Center Operations

    2 weeks ago

    Cleveland, Ohio, United States Octapharma Plasma, Inc. Full time

    Lead a Team at Octapharma PlasmaWe are seeking an experienced leader to oversee our plasma collection centers across the United States.About the Role:The Director of Center Operations will be responsible for maintaining all donor center functions and assets, ensuring compliance with state and federal regulations, and shaping employment decisions to align...

  • Director of Healthcare Operations

    2 weeks ago

    Cleveland, Ohio, United States Career Crunch Full time

    About the RoleWe are seeking a highly skilled and experienced Director of Healthcare Operations to lead our team at Career Crunch. In this role, you will be responsible for overseeing the management of our client relationships, ensuring operational excellence, and driving business growth.Job SummaryThe ideal candidate will have a strong background in...

  • Senior Financial Operations Director

    1 week ago

    Cleveland, Ohio, United States Sierra Lobo Inc Full time

    Sierra Lobo Inc is seeking a Senior Financial Operations Director to oversee contracts, procurements, subcontracts management, and financial aspects of the contract.About UsWe are a company that values professionalism and expertise. Our team is dedicated to delivering high-quality services and solutions to our clients.The ideal candidate will have experience...

  • Executive Director of Operations

    2 weeks ago

    Cleveland, Ohio, United States Gladegy Consulting Full time

    Executive Director of Operations  Estimated Salary: $120,000 - $150,000 per annumAbout UsGladegy Consulting is a human resource and organizational development consulting firm working with our clients to drive business growth and excellence. Our team of experts has extensive experience in providing tailored solutions that meet the unique needs of each...