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WM Ops - GWIM Associate Team Ops Mgr (H6) Mutual Fund Product Setup, Trails, Billing, Project Enablement

Jacksonville, Florida

Job Description:

LOB Description:

The successful candidate will be an individual contributor within the Mutual Fund Product Setup, Trails, Billing Project Enablement Team with responsibility for managing small, medium and large technology initiatives on behalf of various WM Ops Operational units that process Mutual Funds and Money Markets.  The individual in this role will interact closely with operations, technology and compliance teams to analyze, design and prepare formal business requirements, develop business cases and secure technical cost estimates to achieve Wealth Management Operations business objectives.  The individual will be responsible for developing detailed project plans and managing all required project documentation, coordinate creation and execution of test plans as well as the post production validation activities in support of technology releases.  Additionally, the individual will coordinate efforts to capture, track and resolve issues arising during the course of project assignments to ensure successful outcomes.  This individual will also provide ongoing production support for one or more applications leveraged by WM Ops Mutual Fund Operations teams and coordinate production defect remediation activities between the line of business and Technology as required. 

Required Skills:

1 – 2 years of experience with FS2 applications

Intermediate to Advanced Excel Skills

1 - 2 years of GWIM Operations experience in processing Mutual Funds or Money Markets

Strong analytical skills.  Maintains an organized approach to projects and daily activities; able to manage and prioritize multiple demands and meet deadlines. 

Excellent written and oral communication skills. 

Self-motivated with the ability to work independently.

Ability to foster collaboration, build partnerships internally and externally and influence others to overcome barriers.

Willing to work when needed in order to drive issues to closure (weekends/after hours when necessary).

Experience leading small to medium size projects and initiatives from start to finish

Desired Criteria:

Project management life cycle, Agile development, JIRA experience desired.

3-5 years of GWIM Operations experience in processing Mutual Funds, Money Markets or Alternative Investments

3-5 years of experience with FS2 applications specifically FS2 Fund Setup, FS2 Billing, FS1 / FS2 Trailing Commissions.

Enterprise Job Description:

This is the first level operations managerial position. Performs all managerial functions, leads project work, and continually utilizes independent judgment. Provides day-to-day direction for a small unit or work team in a GWIM operations function in a specific product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts, client valuations, document processing or statement/billing processing. Focuses on the day-to-day resolution of operations problems and execution of transactions which may require reviewing and authorizing G/L entries and payments, approving exception processing, etc. Responsibilities may also include controlling workflow, performing routine management functions such as interviewing, training, performance planning, and coaching. The role may also entail evaluation of regulatory and/or financial risks. This associate may review operational procedures and implement changes ensuring enforcement and adherence. Provides technical guidance to associates to resolve operational problems and may handle exceptional or sensitive transactions. Requires operations knowledge with work experience in the specific functional area or product line managed. Less than 50% of time is spent doing actual production work. Typically 3-5 years of Operations experience with 1-2 years of supervisory experience.

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

LOB Description:

The successful candidate will be an individual contributor within the Mutual Fund Product Setup, Trails, Billing Project Enablement Team with responsibility for managing small, medium and large technology initiatives on behalf of various WM Ops Operational units that process Mutual Funds and Money Markets.  The individual in this role will interact closely with operations, technology and compliance teams to analyze, design and prepare formal business requirements, develop business cases and secure technical cost estimates to achieve Wealth Management Operations business objectives.  The individual will be responsible for developing detailed project plans and managing all required project documentation, coordinate creation and execution of test plans as well as the post production validation activities in support of technology releases.  Additionally, the individual will coordinate efforts to capture, track and resolve issues arising during the course of project assignments to ensure successful outcomes.  This individual will also provide ongoing production support for one or more applications leveraged by WM Ops Mutual Fund Operations teams and coordinate production defect remediation activities between the line of business and Technology as required. 

Required Skills:

1 – 2 years of experience with FS2 applications

Intermediate to Advanced Excel Skills

1 - 2 years of GWIM Operations experience in processing Mutual Funds or Money Markets

Strong analytical skills.  Maintains an organized approach to projects and daily activities; able to manage and prioritize multiple demands and meet deadlines. 

Excellent written and oral communication skills. 

Self-motivated with the ability to work independently.

Ability to foster collaboration, build partnerships internally and externally and influence others to overcome barriers.

Willing to work when needed in order to drive issues to closure (weekends/after hours when necessary).

Experience leading small to medium size projects and initiatives from start to finish

Desired Criteria:

Project management life cycle, Agile development, JIRA experience desired.

3-5 years of GWIM Operations experience in processing Mutual Funds, Money Markets or Alternative Investments

3-5 years of experience with FS2 applications specifically FS2 Fund Setup, FS2 Billing, FS1 / FS2 Trailing Commissions.

Enterprise Job Description:

This is the first level operations managerial position. Performs all managerial functions, leads project work, and continually utilizes independent judgment. Provides day-to-day direction for a small unit or work team in a GWIM operations function in a specific product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts, client valuations, document processing or statement/billing processing. Focuses on the day-to-day resolution of operations problems and execution of transactions which may require reviewing and authorizing G/L entries and payments, approving exception processing, etc. Responsibilities may also include controlling workflow, performing routine management functions such as interviewing, training, performance planning, and coaching. The role may also entail evaluation of regulatory and/or financial risks. This associate may review operational procedures and implement changes ensuring enforcement and adherence. Provides technical guidance to associates to resolve operational problems and may handle exceptional or sensitive transactions. Requires operations knowledge with work experience in the specific functional area or product line managed. Less than 50% of time is spent doing actual production work. Typically 3-5 years of Operations experience with 1-2 years of supervisory experience.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21039527

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Robin Bennett

Referral Bonus:

0

Street Address

Primary Location:
4800 DEER LAKE DR E, FL, Jacksonville, 32246