Senior Leader overseeing Platform Operations at Wells Fargo, managing critical operational services and driving transformation. Responsible for enhancing service quality and efficiency across multiple functions.
About the role
- Director overseeing Transfer Agency operations delivering best-in-class service at SS&C, a financial services and healthcare technology company.
Responsibilities
- Completion of various department functions with the Transfer Agency
- Transactional reporting and reconciliation to clients, custody and fund accounting
- Custody money movements
- Bank open items review and resolution
- Input and payment distributions associated with dividends and capital gains
- Bank money movement file transmission
- Bank Account reconciliation
- Wire, ACH, and check money movement
- Actively supports daily operations by not just overseeing tasks but also learning the skills necessary to complete tasks as needed since they will serve as a backup to direct reports
- Collaborates with various Transfer Agency teams and leaders to ensure client needs are met
- Attends and participates in industry calls
- Supports new business sales initiatives
- Supports ongoing business projects, including system enhancements and client specific requests
- Supports ongoing daily support items, including managing and resolving technical issues or client inquiries
Requirements
- Bachelor’s degree in Finance or related field or equivalent experience
- 10+ years’ experience in Transfer Agency, Investor Services, or a related field (e.g., Financial Services, Fund Administration, Treasury Management)
- 5+ years’ management experience leading operational teams
- Strong knowledge of financial services operations, including money movement, payment processing, and bank interfaces
- Excellent communication skills, including written, listening and presentation abilities
- Proven ability to work under pressure and meet deadlines
- Strong organizational and relationship building skills
- Must be willing to work on site at least 6 days/month
Benefits
- 401k Matching Program
- Professional Development Reimbursement
- Flexible Personal/Vacation Time Off
- Sick Leave
- Paid Holidays
- Medical
- Dental
- Vision
- Employee Assistance Program
- Parental Leave
- Discounts on fitness clubs, travel and more!
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