Skills:Leadership DevelopmentPerformance ManagementProcess ManagementProcess Performance ManagementTalent DevelopmentAccount ManagementClient ManagementCustomer Service ManagementRelationship BuildingBusiness Operations ManagementPolicies, Procedures, and GuidelinesRisk Management Numerical ReasoningRequired Qualifications:Minimum of 3 years of experience in operations, finance, accounting, or a related environmentMinimum of 1 year of experience leading, coaching, or developing team members to achieve service, quality, or business objectivesExperience managing operational workflows, prioritizing work, and meeting service level expectations in a high-volume environmentExperience researching complex operational or financial issues, finding root causes, and guiding issues through resolutionExperience identifying and mitigating operational risks while ensuring adherence to established policies, procedures, and controlsExperience using operational data, reporting, or metrics to monitor performance, identify trends, and improve business resultsAdvanced experience using Microsoft Excel, including formulas, pivot tables, and data analysis techniques, to manage reporting, identify trends, and support operational decision-makingDesired Qualifications:Experience with balancing, reconciliation, ledger activity, transaction research, or financial recordkeepingKnowledge of brokerage, banking, retirement, mutual fund, money market, or alternative investment productsExperience supporting regulatory reporting, control reporting, audit requests, or financial record-retention requirementsEducation, training, or certification in business, finance, accounting, operations, risk management, or a related fieldInternal employees who are currently working from home are still eligible to apply. Responsibilities: Resolves day-to-day problems and executes deliverables within the business unit by researching transaction differences, processing adjustments, and coordinating resolution of outstanding reconciliation itemsApplies knowledge of the end-to-end processes and ensures adherence to bank and regulatory policy and procedures when making decisions that impact various operations and product lines by reviewing reconciliation activity, confirming balances, and providing required data for regulatory reportingManages team workload and provides oversight and direction to team by coordinating reconciliation, recordkeeping, and reporting activities to ensure prompt completion of deliverablesMaintains internal, operational, and financial controls and works within risk appetite of the business unit by overseeing reconciliations, control reporting, secure record retention, and balance verification activitiesEvaluates efficiencies and identifies areas of improvement and growth to the overall process and implements process improvement opportunities by analyzing reconciliation trends, exception activity, and reporting results to improve accuracy and operational effectivenessManagerial Responsibilities:This position may also have responsibilities for managing associates.