Supervisor, Operations - Investments

Equity Trust Company; Westlake (OH); Hybrid; USD 52,000 - 56,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Disability insurance

Paid maternity leave

Paid paternity leave

Job summary

A leading financial services firm is seeking a Supervisor for Investment Operations in Westlake, OH. The role involves overseeing various investment teams, ensuring productivity, and implementing process improvements. Candidates should have a High School Diploma and substantial experience in the retirement industry. This full-time position offers a hybrid work schedule after the probationary period.

Qualifications

• Minimum 2 years of experience in retirement industry.
• Minimum 5 years of experience in a fast paced, customer driven environment.

Responsibilities

• Provide guidance and oversight to the Investment Operations teams.
• Ensure team members meet both team and individual expectations.
• Review and interpret daily, weekly, and monthly metrics.

Skills

Expert level proficiency in Microsoft Office

Business Insight

Develops Talent

Education

High School Diploma or GED

Job description

2 weeks ago Be among the first 25 applicants

Direct message the job poster from Equity Trust Company

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

JOB OVERVIEW

The Supervisor, Investment Operations provides guidance and oversees the Investment Operations teams which can include, Public Investments, Real Estate, Private Debt, Private Equity, Gold Level Service, Institutional Investments, Training, and Investment Loggers. Works closely with Team Leads to ensure the team members are meeting both team and individual expectations. Cultivates positivity about the Company and supports initiatives, encouraging team members to do the same.

RESPONSIBILITIES & DUTIES

• Directly responsible for multiple investment teams as determined by Senior Manager
• Confirms accuracy, consistency and implements improvement to departments processes and procedures
• Validates internal audit findings and address risks or training opportunities accordingly
• Develops and implements plans to manage daily workflow and meet service productivity targets
• Ensures all functions are performed in accordance with departmental procedures
• Reviews and interprets daily, weekly, and monthly metrics
• Coaches, mentors, and provides feedback on career mobility and performance with direct reports periodically
• Partners with the various lines of business to create efficiencies, mitigate client escalations, enhance the process, and implement improvements across the organization
• Collaborates with appropriate departments on system enhancements, test cases and plans; in addition, provides direction to team and verifies results
• Cultivates relationships and communicates with internal and external partners
• Assists as needed with escalated requests
• Updates procedures and ensures team members are educated regarding changes
• Ensures proper staffing for coverage including hiring, coaching, and training new associates
• Perform other duties as assigned

QUALIFICATIONS

• High School Diploma or GED required
• Minimum 2 years of experience in retirement industry
• Minimum 5 years of experience in a fast paced, customer driven environment

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:

• Business Insight
• Develops Talent

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

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management and Customer Service

Referrals increase your chances of interviewing at Equity Trust Company by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Disability insurance

Paid maternity leave

Paid paternity leave

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