Investment Operations Director
- The Account Maintenance Director is expected to have a strong business acumen in the securities and wealth management space to ensure the team is prepared and educated to support strategic initiatives such as the rollout of new product offerings.
- The Director and by extension the team is accountable for ensuring processing service levels are consistently maintained.
- The ideal candidate for this role must demonstrate daily agility and ability to learn, adapt, implement continuous improvement in support of changing regulatory and competitive landscapes.
- Communication and leading others are key in this role. Collaborating with the team to communicate and establish clear goals, provide feedback, developmental opportunities and do so in a manner that is inclusive.
- Support strategic vision and growth trajectory of the broker dealer by providing transparent communication, working with the team to ensure readiness, identifying opportunities to improve ease of doing business.
- High School Diploma
- Series 7 and Series 24 licenses required at time of application
- 5+ years Financial Services / Investments experience
- 1+ year leadership or 1:1 coaching/mentoring experience
- 5+ Years Experience with customer service in the financial services field required
- Strong analytical/Problem solving skills
- Strong written, verbal, and interpersonal communication skills
- Listening skills
- Organization navigation skills
- Time Management (multi-tasking
- SME in multiple functions and proficient in most functions
- Regular meetings with the MMLIS In-Force Operations Team
- Focused one-on-one meetings with your manager
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups
- Access to learning content on Degreed and other informational platforms
- Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
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