Operations and Reporting Manager

The Operations and Reporting Manager position is responsible for working with Wealth Management Group teams to coordinate communication and workflow regarding department systems and technology. This individual will work closely with the management team to ensure department is functioning as efficiently as possible.

Job Functions:

• Oversee team who prepares daily system, cash, management fee and security reconcilement reports and guide on clearing outages, identifying common themes and work to lessen future breaks.
• Assist in oversight of department custodial and trading systems. Works closely with Operations team management and Director of Wealth Management Technology and Special Projects to:
  
  
  
  • Review system releases and communicate relevant updates/changes to the teams
  • Lead periodic brainstorming sessions on workflow topics
  • Track vendor contracts
  • Coordinate systemized front office training for new employees
  • Targeted refresher courses on the above
  • Contact for Operational related inquiries
  
  
  
  
• Assist Senior Operations and Reporting Manager with regulatory reporting, specifically 13F and ADV.
• In collaboration with Operations team management, develop and maintain internal metrics reporting including AUM, revenue receipts and projections and profitability.
• Responsible for oversight of asset movement and external trading team. This team is responsible for asset setup and transfers, charitable gifts of stock and trades directed by outside investment managers.

Essential Competencies:

• Proactively work with others to support efforts within Family Office Services, Operations and Reporting Services and the Firm.
• Organizes and prioritizes assignments and contributes to the department's ability to meet or exceed goals and standards.
• Delegates, coaches, encourages, and motivates staff to attain their highest levels of achievement, productivity, and work satisfaction.
• Maintains current knowledge of trends and developments affecting the area of specialization.
• Uses innovative thinking and exercises sound judgment to achieve results.

Qualifications:

• Financial, accounting, or legal background including a related degree required.
• Strong understanding of security trading and transfers, trust accounting, income taxes and investments. Strong knowledge of ACAT and DTC systems required. Knowledge of RedBlack and Moxy a plus.
• Complex project management skills along with the ability to work on multiple teams and several projects at one time. Proven track record of success in leading projects to a successful completion under inflexible deadlines.
• Minimum of 5-7 years of experience working with high-net-worth clients required.
• Strong analytical skills and the ability to draft complex reports and spreadsheets.
• Proficient user of all other MS Office Suite products. Adaptability to learn and become expert in new applications with limited formal training.
• Strong business acumen and leadership qualities, with the ability to work in a team environment.

To apply, please click here.