Fund Services Team Lead

Janus Henderson Group; Denver, Northern (CO, KY); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Health and wellbeing benefits

Wellhub corporate membership

Volunteer time

Professional development courses

Tuition/qualification reimbursement

Parental leave and family services

Employee events and activities

Happy Hours beverages and snacks

Job summary

Janus Henderson Group in Denver, CO is seeking a supervisory professional to lead day-to-day workflow across multiple functions in our client services and operations teams.

You will coach staff, manage performance, forecast hiring needs, handle escalated client issues, and collaborate with internal teams and vendors to drive quality and efficiency. A strong compliance mindset and FINRA licenses are required.

Qualifications

• FINRA Series 6 and 63 licenses required.
• FINRA Series 26 license preferred or must be obtained within 120 days.
• Experience coaching and developing employees.
• Strong problem solving and decision making.
• Strategic thinking with accountability.
• Process improvement mindset.
• Ability to manage staff and workflow.

Responsibilities

• Supervise and manage day-to-day workflow and staff.
• Direct retail fund shareholder support (Phone Operations).
• Handle transaction processing and exception resolution.
• Provide coaching, evaluations and feedback.
• Forecast staffing, hiring, termination and compensation.
• Track PTO, payroll and performance metrics.
• Research and resolve complex client issues to ensure satisfaction.
• Analyze trends and recommend improvements.
• Collaborate with internal teams and vendors on projects.
• Carry out additional duties as assigned.

Skills

FINRA Series 6, 63

FINRA Series 26 license preferred

Coaching & Employee Development

Problem solving

Strategic thinking

Accountability

Process improvement

Education

High School or GED

Bachelor’s degree or equivalent work experience preferred

Job description

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A career at Janus Henderson is more than a job, it’s about investing in a brighter future together .

Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.

Our Values are key to driving our success, and are at the heart of everything we do:

Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust

If our mission, values, and purpose align with your own, we would love to hear from you!

Your opportunity

• Supervise and manage day-to-day workflow and staff for one or more function in accordance with departmental guidelines which include:
• Phone Operations: Direct retail fund shareholder support
• Processing Operations: Transaction processing for retail shareholders and intermediary back offices
• Exception Operations: Support research and resolution for direct retail fund shareholders and Intermediaries
• Monitor and manage team workflow to ensure alignment with departmental standards
• Provide coaching, performance evaluations, and feedback
• Identify training needs and support employee development.
• Recommend staffing actions including forecasting, hiring, termination, and compensation.
• Track PTO, payroll, and performance metrics.
• Research and resolve complex client issues to ensure satisfaction.
• Handle escalated calls and complaints within company policy.
• Analyze trends and recommend improvements to enhance quality, efficiency, and client experience.
• Identify workflow gaps and technology needs; develop and implement business case recommendations.
• Partner with internal teams and external vendors to resolve issues and support projects
• Carry out additional duties as assigned

What to expect when you join our firm

• Hybrid working and reasonable accommodations
• Excellent Health and Wellbeing benefits including corporate membership to Wellhub
• Paid volunteer time to step away from your desk and into the community
• Support to grow through professional development courses, tuition/qualification reimbursement and more
• Maternal/paternal leave benefits and family services
• Unique employee events and programs including a 14er challenge
• Complimentary beverages, snacks and all employee Happy Hours

Must have skills

• FINRA Series 6, 63 licensed
• FINRA Series 26 (Principal) license preferred or must be obtained within 120 days of hire
• Coaching and Employee Development
• Problem Solving and Decision Making
• Strategic Thinking
• Accountability
• Process Improvement

Nice to have skills

• High School or GED required; Bachelor’s degree or equivalent work experience preferred
• One-year supervisory experience preferred
• Mutual funds/financial services experience or equivalent preferred
• Training and Knowledge Sharing
• Data and Metrics Awareness
• Influencing without Authority

Supervisory responsibilities

• Yes

Potential for growth

• Regular training
• Continuing education courses

Compensation information

The base salary range for this position is $75,000- $85,000. This range is estimated for this role. Actual pay may be different. This position will be open through October 15, 2026.

Colorado law requires an estimated closing date for job postings. Please don't be discouraged from applying if you see this date has passed.

At Janus Henderson Investors we’re committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don’t worry if you don’t think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can’t accommodate every flexible working request, we’re happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at [e-mail] .

Annual Bonus Opportunity:Position may be eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.

Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here .

Janus Henderson Investors is an equal opportunity employer.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. All applications are subject to background checks.

Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee’s job functions (as determined by Janus Henderson at its sole discretion).

You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants’ past political contributions or activity may impact applicants’ eligibility for this position.

You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.