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Description

This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at our St. Petersburg, FL, corporate office.

As the Director of our Mutual Fund department, you will be pivotal in providing direction, leadership, and support to set and translate our business strategy into work programs and processes. Your influence will extend to large multi-function and/or complex specialty work groups in multiple locations. You will lead major or multiple projects with significant scope, complexity, and impact. Your expertise and understanding of our firm’s different businesses will make you a role model in the functional area(s) you manage. Results will be evaluated at agreed-upon milestones, reflecting the effectiveness of your contributions. Extensive contact with senior leaders across the firm, including Private Client Group and Technology, is required to meet operational objectives.

Essential Duties and Responsibilities:

• Set goals for the functional area in line with the organization’s vision and goals.

• Creates solutions for identified process improvement areas and implements them with the management team.

• Establishes objectives and develops processes and procedures to ensure efficient and timely workflow.

• Performs periodic reporting on work progress, project completions, and additional ad-hoc reporting as required.

• Balances conflicting resource and priority demands.

• Maintains regular contact with senior management and other internal customers to identify research and resolve issues.

• Ensures effective coordination between assigned functional areas (s) and other departments.

• Identifies trends and implements corrective action as necessary.

• Uses financial data and performance indicators to establish control mechanisms and other improvement initiatives.

• Prepares and presents operational budgets for assigned functional area(s).

• Takes an active role in creating an environment that fosters a high level of associate engagement.

• Establishes internal and external partnership opportunities by analyzing critical business needs and relationships that may enhance success.

• Facilitates the implementation and acceptance of organizational change, addresses resistance to change, and helps teams and individuals adapt.

• Takes decisive action when necessary and conveys a sense of urgency to deliver results.

• Adds value through others, motivating them to action.

• Performs human resource management activities, including identifying performance problems, approving remedial action recommendations, evaluating performance, and interviewing and selecting staff.

• Plans, assigns, monitors, reviews, evaluates, and leads the work of managers and supervisors.

• Effectively manages, coaches, and develops talent, building a solid network of qualified leaders.

Qualifications

Knowledge, Skills, and Abilities:

Knowledge of:

• Investment concepts, practices, and procedures used in the securities industry.

• Financial markets and products

• Advanced concepts, principles, and practices of assigned functional area(s)

• Principles of banking and finance and securities industry operations.

Skill in:

• Providing feedback and coaching to help managers excel in current and future job responsibilities.

• Ensuring the customer perspective is the driving force behind business decisions and activities.

• Ensuring customer solutions, practices, and procedures are carried out and that they achieve their objectives.

• Establishing high standards and challenging goals for individual, team, and organizational accomplishment.

• Preparing and reviewing operational budgets.

• Interpreting and applying policies and procedures.

• Establishing operational objectives.

• Developing processes and procedures for efficient and timely workflow.

• Preparing management reports.

• Promoting effective coordination between multiple workgroups and functional areas.

• Identifying trends and implementing appropriate corrective action.

• Establishing control mechanisms.

• Implementing process improvement initiatives.

• Operating standard office equipment and using required software applications.

Ability to:

• Build a cohesive team and develop structure & direction to meet or exceed customer needs.

• Leverage systems & processes to attract, develop & retain talented individuals.

• Create a trusting work environment where associates feel engaged.

• Build Relationships with others that promote openness and trust and give confidence in one’s intentions.

• Use customer-centric approaches to choose courses of action or develop appropriate solutions.

• Align resources & processes to ensure strategic priorities yield measurable and stainable results.

• Tenaciously work to deliver team goals with the most significant potential for producing positive business results.

• Encourage others to seek opportunities for different and innovative approaches to addressing problems and opportunities.

• Perform human resource management activities.

• Plan, assign, monitor, review, evaluate, and lead the work of others.

• Coach and mentor others.

• Balance conflicting resource and priority demands.

• Anticipate obstacles and define alternative strategies.

• Partner with other functional areas to accomplish objectives.

• Facilitate meetings, ensuring all viewpoints, ideas, and problems are addressed.

• Incorporate needs, wants, and goals into operational processes from different business unit perspectives.

• Gather information, identify linkages and trends, and apply findings to operations.

• Incite enthusiasm and influence, motivate and persuade others to achieve desired outcomes.

• Interpret and apply policies and identify and recommend changes as appropriate.

• Prioritize and manage multiple priorities in a fast-paced, dynamically changing environment.

• Communicate effectively, both orally and in writing.

• Work independently as well as collaboratively within a team environment.

• Initiate projects, measure risks, and analyze impact on the business.

• Lead others in providing a high level of customer service.

• Establish and maintain effective working relationships at all levels of the organization, including negotiating resources.

Educational/Previous Experience Requirements:

• Bachelor's degree in a related field and a minimum of ten (10) years’ experience in the financial services industry, including six (6) years in a leadership capacity

or

• Any equivalent combination of education, experience, and/or training approved by Human Resources.

Licenses/Certifications:

• SIE is required , provided an exemption or grandfathering cannot be applied.

• Series 99 or equivalent required or ability to obtain within 120 days .

• Depending on the assigned functional area, a series license(s) may be required.

Job: Operations

Primary Location: US-FL-St. Petersburg-Saint Petersburg

Other Locations: US-TN-Memphis-Memphis, US-MI-Southfield-Southfield

Organization Operations & Administration

Schedule Full-time

Job Shift Day Job

Travel Yes, 20 % of the Time

Req ID: 2400826