3 часа назад
Sr Consultant, CS Investment Operations
74 700 - 126 900$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sr Consultant, CS Investment Operations (Investment Operations): Coordinating client service, operational governance, and transition activities across investment operations with an accent on stakeholder alignment, milestone tracking, and process improvement. Focus on managing risks and issues, resolving operational challenges, and executing cross-functional change initiatives.
Location: Chicago, IL, United States; onsite
Salary: $74,700–$126,900 USD annually
Company
provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.
What you will do
- Manage client service, operational execution, governance, SLAs, and KPIs across investment operations.
- Coordinate Investment Operations Outsourcing transition activities across regions, teams, and operating models.
- Align stakeholders, monitor milestones, validate documentation, track risks and issues, and facilitate escalation and resolution.
- Lead cross-functional change initiatives and process improvements from planning through implementation.
- Act as a key contact and subject matter expert for clients, business units, auditors, and operational partners.
- Chair stakeholder meetings and support mentoring, onboarding, training, and knowledge sharing.
Requirements
- Bachelor’s degree and/or 5+ years of relevant financial services experience.
- Experience in investment operations, asset management, asset servicing, or financial services operations.
- Prior client service experience in a service-oriented environment.
- Experience with business process improvement, operational enhancements, or technology initiatives.
- Strong communication, analytical, problem-solving, project management, leadership, and stakeholder management skills.
- Authorization to work in the United States without current or future employment-based visa sponsorship is required.
Culture & Benefits
- Flexible and collaborative work culture with accessible senior leadership.
- Internal mobility and professional development are encouraged.
- Benefits include retirement benefits, including 401(k) and pension, health and welfare coverage, paid time off, parental and caregiver leave, and life and accident insurance.
- Discretionary bonus program may include an equity component.
- Inclusive workplace with community and philanthropic engagement.
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