As a Data Operations Lead - Vice President within the Client Account Services (CAS) team, you will be responsible for maintaining the day-to-day operations supporting the CAS Market Operations team. Also, you will show a passion for stakeholder engagement and ensuring their business needs and requirements are met. You will partner with and drive collaboration across Markets products to inspire process stabilization and improvements for the Account Reference Data Utility.
Job responsibilities
- Lead initiatives to document and re-engineer current workflows, performing gap analysis and driving the right governance model across each of the products supported
- Partner with Reference Data Strategy to transform the future state data models that includes defining the target operating model within the Utility
- Identify operational synergies with Onboarding, Middle Office, and other business stakeholders to eliminate redundant and/or manual processes
- Manage business and operations stakeholder management
- Manage performance of staff, resolving daily business as usual (BAU) issues and effectively managing stakeholders is critical
- Lead a team of 8-10 Analysts and Associates dedicated to the seamless delivery of the markets account opening and Instruction setup across lines of business
- Provide the highest level of service to our internal partners and ultimately the Client while adhering to the global funds transfer policy and regulatory rules to ensure compliance standards are kept
- Maintain a consistently high level of awareness around any potential issues and to resolve exceptions as soon as possible
- Perform tasks related to the internal performance review process for the individuals within the team, managing career progression, recruitment, attrition and succession planning
- Partner with other regional leads across the globe to promote consistency and best practices
- Establish regular governance meetings with senior leads across the lines of businesses to report on key achievements and opportunities across People, Process, Data Client categories
Required qualifications, capabilities, and skills
- 12+ years of operations experience in financial services, process improvement, or related field
- Excellent Client focus and Customer care working practices
- High-level display and sense of ownership and responsibility
- Exceptional communication and interpersonal skills
- Accountable for team delivery of excellent customer service
- Exceptional understanding of financial markets and securities industry
- Excellent communication skills, both written and oral, including the ability to interact with all levels of organization
- Previous experience managing & developing staff
- FINRA Series 99 License
Preferred qualifications, capabilities, and skills
- Account reference data
- Client onboarding
- Market Products like FI, FX, PC, etc.
Work schedule
- This hybrid role requires going into the office three days a week with two days' flexibility to work from home, subject to change