Manager, Enterprise Operations

Equity Trust Company

Westlake (OH)

On-site

USD 90,000 - 110,000

Full time

14 days+
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Benefits offered by this job

Medical insurance
Vision insurance
401(k)
Paid paternity leave
Paid maternity leave
Disability insurance

Job summary

Equity Trust Company is seeking a Manager of Enterprise Operations to lead teams within the Investments department. This role requires a focus on client service, team development, and project management. Candidates should have a Bachelor's degree in Finance/Business and supervisory experience. A hybrid work schedule is available post-probation.

Qualifications

  • Minimum five (5) years supervisory experience managing multiple business units preferred.

Responsibilities

  • Ensures client service levels are met or exceeded while maintaining a balance between quality and efficiency.
  • Promotes associate engagement by setting clear expectations and providing feedback, coaching and recognition.
  • Drives business results by acting as a subject matter expert and leading project initiatives.
  • Tracks progress against goals and presents results to management.
  • Builds and cultivates relationships across the Company and within the industry.

Skills

Proficiency in Microsoft Office
Customer Focus
Develops Talent
Directs Work

Education

Bachelor’s degree in Finance/Business or equivalent work experience

Job description

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*This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after the probationary period.

JOB OVERVIEW

The Manager of Enterprise Operations leads, develops, and manages a team (or teams) within the Investments department. Exhibits and embraces Equity Trust Company (ETC) Core Values and leads their team to do the same. Supports the goals and objectives of ETC leadership, collaborates effectively across the organization, and provides an excellent client experience.

RESPONSIBILITIES & DUTIES

  • Ensures client service levels are met or exceeded while maintaining a balance between quality and efficiency
  • Promotes associate engagement by setting clear expectations and consistently providing information, resources, feedback, coaching and recognition that maintain a high level of performance
  • Develop the talent on the team, creating opportunities for team members to take on other assignments to grow their skill sets
  • Drives business results by acting as a subject matter expert, fosters an environment that creates process efficiencies, leads project initiatives, and ensures implementation of projects within the department.
  • Collaborates in the development and implementation of organization policies, practices, procedures, and attainment of operating goals
  • Understands of the Company’s regulatory requirements and custodial obligations to ensure team compliance with policies and procedures
  • Tracks progress against goals and present results, insights and recommendations to management
  • Leads associates to meet company expectations for productivity, quality, continuous improvement, and goal accomplishment
  • Maintains transparent communication by sharing appropriate organizational information through department and one-on-one meetings, email, and regular interpersonal communication
  • Attracts and develops high-performing, engaged teams, inclusive of identifying and selecting talented candidates
  • Manages special projects within the team and supports projects and initiatives across the organization
  • Builds and cultivates relationships across the Company and within the industry in order to be successful
  • Perform other duties as assigned

QUALIFICATIONS

  • Bachelor’s degree in Finance/Business or equivalent work experience
  • Minimum five (5) years Supervisory experience managing multiple business units preferred

PROFESSIONAL CERTIFICATIONS

  • None required

TECHNICAL SKILLS

To be successful in this role, you should have experience with and an understanding of the following:

  • Expert level proficiency in Microsoft Office

CULTURAL COMPETENCIES

In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:

  • Customer Focus
  • Develops Talent
  • Directs Work

PHYSICAL DEMANDS/WORK ENVIRONMENT

This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

Seniority level
  • Seniority level
    Mid-Senior level
Employment type
  • Employment type
    Full-time
Job function
  • Job function
    Management

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid paternity leave

Paid maternity leave

Disability insurance

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