Hybrid AVP, Funds Administration – Operations

Posted 22 minutes ago

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About the role

  • Leadership role providing expertise and strategic planning for Lincoln Financial Investments’ mutual fund trusts. Collaborating with stakeholders on financial reporting and compliance.

Responsibilities

  • Advises and provides subject matter expertise to management and applicable stakeholders on key financial reporting information and identified trends for his/her assigned area(s) of responsibility.
  • Anticipates and proactively provides strategies/solutions to complex financial reporting problems or trends for his/her assigned area(s) of responsibility.
  • Builds organizational capability within his/her assigned area(s) of responsibility.
  • Develops and/or manages budget/expenses for his/her assigned area(s) of responsibility.
  • Directs and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
  • Directs and evaluates departmental performance and takes appropriate action to meet and/or exceed performance standards for assigned area(s) of responsibility.
  • Directs/executes approved strategy decisions and contributes to strategy creation for assigned area(s) of responsibility.
  • Ensures that top talent is hired and retained for his/her assigned area(s) of responsibility.
  • Identifies and directs strategic process improvements that significantly reduce workloads or improve quality across the team, department and/or business unit for assigned area(s) of responsibility.
  • Directs, establishes and implements priorities, performance goals and objectives to ensure departmental results for his/her assigned area(s) of responsibility.
  • Oversees and develops financial reporting policies and procedures.

Requirements

  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum Required
  • MBA degree and CPA designation preferred
  • 10+ Years of direct mutual fund administration experience in roles with increasing levels of accountability / responsibility and span of control (Required)
  • Extensive Fund Accounting background including closed-end funds
  • Accounting experience with leverage facilities
  • Experience in valuation methodologies of private asset classes
  • Board presenting experience

Benefits

  • Clearly defined career tracks and job levels
  • Leadership development and virtual training opportunities
  • PTO/parental leave
  • Competitive 401K and employee benefits
  • Free financial counseling, health coaching and employee assistance program
  • Tuition assistance program
  • Work arrangements that work for you
  • Effective productivity/technology tools and training

Job title

AVP, Funds Administration – Operations

Job type

Experience level

Lead

Salary

$127,500 - $232,300 per year

Degree requirement

Bachelor's Degree

Location requirements

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