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Westlake

    Sr. Manager, Investment Operations - Westlake, United States - Equity Trust Company

    Equity Trust Company
    Equity Trust Company Westlake, United States

    3 weeks ago

    Default job background
    Accounting / Finance
    Description

    JOB SUMMARY:

    The Senior Manager of Investments leads, develops, and manages a team (or teams) within the Investments department. Exhibits and embraces Equity Trust Company (ETC) Core Values and leads their team to do the same. Supports the goals and objectives of ETC leadership, collaborates effectively across the organization, and provides an excellent client experience.

    ESSENTIAL FUNCTIONS:

    • Develops, implements, and improves team processes and procedures
    • Identifies opportunities to improve efficiency, quality, and consistency of the team work product
    • Reviews and interprets daily/weekly/monthly metrics
    • Establishes, monitors, and communicates team and individual productivity targets
    • Develops and implements plans to manage daily workflow and meet service and productivity targets
    • Hires high-quality, best-fit candidates
    • Meets with individual team members monthly to provide feedback on performance
    • Implements team and individual training needs and continuing education opportunities
    • Prepares and delivers corrective action plans
    • Completes quarterly performance appraisals in accordance with ETC guidelines
    • Leads special projects

    OTHER FUNCTIONS:

    • Coordinates with Supervisors and Team Leads to establish work schedules and maintain appropriate coverage
    • Manages special projects within the team and supports projects and initiatives across the organization
    • Assists with the annual budget process
    • Forecasts staffing needs and plan accordingly
    • Performs other duties as assigned

    QUALIFICATIONS:

    Education and Experience:

    • Bachelor's degree in Finance/Business or equivalent work experience
    • Minimum five (5) years of experience in a retirement plan environment
    • Supervisory experience managing multiple business units

    PROFESSIONAL CERTIFICATION(S):

    • None required

    TECHNICAL SKILLS:

    • Advanced analytical skills and problem solving capabilities
    • Expert level proficiency in Microsoft Office

    BEHAVIORAL COMPETENCIES

    In addition to the Core Company competencies of Customer Focus, Collaboration & Teamwork, Integrity & Trust, and Self-Development.

    • Business Acumen
    • Decision Quality
    • Develops Direct Reports
    • Managerial Courage
    • Dealing with Ambiguity
    • Drive for Results

    PHYSICAL DEMANDS/WORK ENVIRONMENT:

    This job operates in a professional office environment. This role routinely uses standard office equipment. While performing the duties of this job, the Associate is regularly required to speak and hear. The Associate is frequently required to sit for extended periods of time, stand, walk, use hands and fingers, and reach with hands and arms. It requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

    DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:

    The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

    Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.

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