Securities Operations Specialist supporting Wealth and Investment Management Operations through metrics and capacity planning. Responsible for business analysis and optimizing operational performance in a financial context.
About the role
- Operations Leader devising strategies and overseeing operations for Xtime's commercial success. Collaborating with product and cross-functional leaders to execute planning and market readiness for new products.
Responsibilities
- Provides executive leadership and oversight to Xtime P&L.
- Develops and executes on business vision and strategy, operational plans, holding day-to-day accountability for delivering revenue budget, as well as operational effectiveness and alignment with the broader solution’s strategic objectives.
- Cultivates relationships and is a key partner for all Dealer Solutions OEM programs.
- Develops and leads cross collaboration strategies with all CAI matrix partners, fostering a high-performance culture and creating opportunities to build the customer base and drive product revenue.
- Manages key client relationships, resolves service delivery challenges, ensures the consistent delivery of the desired client experience, and connects customers with other areas of the organization to bridge cross-service/product issues.
- Works closely with other operations and service leaders to embed a continuous improvement mindset in aligning products, services, and capabilities toward desired outcomes.
- Maintains a close understanding of evolving customer trends and needs, and develops plans and aligns resources and capabilities to meet and anticipate customer needs in the long term.
- Develops recommendations for changes to capability requirements and capital investments, and utilizes deep market expertise to support business case development.
- Works with functional partners (Product & Tech, Marketing, Client Operations, Sales, Finance, People Solutions) to execute on priorities, objectives and strategies that support the solution strategy.
Requirements
- BA/BS degree with 14+ years of relevant experience in businesses based on technology, software, digital marketing/media, and/or internet for the automotive or related industry OR equivalent combination of education and experience (MS + 12 years of experience or P.D. + 9 years of experience or 18 years of experience with no degree).
- 7+ years of experience in a leadership role.
- Demonstrated experience in increasingly senior management roles.
- Experience building and growing teams of professionals in a diverse set of roles.
- Knowledge of Automotive industry trends, customer behaviors, and enabling technological capabilities.
- Ability to bring out the best performance of team members through interpersonal and structural support.
- Alignment of activities and resources around a clear understanding of customer desires and how to help customers achieve their goals.
- Commitment to continuous improvement of business practices and to assuring that completed work adheres to the highest standards of excellence.
- Requires physical ability and mental acuity to execute the duties of the position successfully within required timeframes in order to meet business requirements.
Benefits
- The Company offers eligible employees the flexibility to take as much vacation with pay as they deem consistent with their duties, the company’s needs, and its obligations.
- Seven paid holidays throughout the calendar year.
- Up to 160 hours of paid wellness annually for their own wellness or that of family members.
- Additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave.
- Health care insurance (medical, dental, vision).
- Retirement planning (401(k)).
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