Description
We are seeking a Senior Operations Analyst – Team Lead in our Norfolk, Virginia or Cleveland, Ohio locations. This position is responsible for supporting and leading the Operations team in various complex functions such as account onboarding and setup, standardized reporting, transaction entry, performance and account reconciliation and reporting system maintenance. The team lead may be responsible for managing and overseeing Operations team members located in a different regional office location.
This position offers work from home flexibility of up to 2 days per week after initial training period.
Position responsibilities:
• Act as lead SME and go-to team member for Operations team
• Lead and drive departmental initiatives and communicates issues and areas of risk to Daily Production Operations Manager
• Handle and execute complex departmental tasks and resolves time sensitive escalations
• Assist with training and development of Operations Analysts
• Take the lead on key Operational processes to ensure Operations cadence is functioning efficiently
• Perform account setup and maintenance across portfolio accounting systems
• Execute standard Operational transactions/processes utilizing standard procedures.
• Manual account/performance reconciliation and transaction entry
• Monitor client alternative investments and enters transactions across reporting systems
• Assist with daily production activities and execute ad hoc requests
• Interact with custodians as necessary to resolve discrepancies.
• Utilize and follow departmental policies and procedures and recommend enhancements
• Create and monitor new asset setups/classifications
• Execute monthly and quarterly standardized reporting
• Assist with data aggregation setup
• Save and organize custodial statements and alternative investment documents
• Process account closing and client offboarding
• Document procedures as needed
• Other duties and projects as assigned
Requirements
Essential skills and experience:
• Bachelor’s degree in business, finance, or related field required
• 4-6 years of experience in financial services or wealth management operations
• Knowledge and experience with Orion
• Ability to work in a fast-paced environment managing multiple requests and priorities
• Ability to communicate and work well amongst cross-functional teams
• Strong organizational and interpersonal skills
• Excellent oral and written communication skills.
• Demonstrated ability to analyze and resolve complex problems independently
• Strong team player
• High standards of quality, professionalism, and ethics
• Commitment to company values
Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from minorities and women.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.
The qualified candidate can expect:
• A flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels of the organization
• The opportunity to join a growing employee-owned firm that offers professional growth in an industry that is both dynamic and intellectually challenging
• An opportunity to work with high-profile private clients and institutions across the country
• A competitive base salary with an incentive bonus program
• 401(k) Savings plan with company contributions
• Health, Dental, Vision, and Long-term disability insurances
• Generous paid time off program
We are Clearstead Advisory Solutions, a division of Clearstead Advisors, LLC…an independent wealth management and investment consulting firm headquartered in Cleveland, Ohio.
Our private clients are families, individuals, and related entities. Our institutional clients include retirement funds, endowments and foundations, higher educational institutions, and healthcare organizations.
There’s a popular line at Clearstead, “There are no sharp elbows.” Employees have a voice in driving our success through our innovative, team-based approach. By empowering employees with rewarding careers, ownership, and valuing their perspectives we foster a culture of collaboration. This helps us attract and retain strong and motivated individuals.
Location: Cleveland, OH
Posted: Sept. 19, 2024, 11:30 p.m.
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