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GWIM Ops Team Lead - Performance Operations

Pennington, New Jersey;

Job Description:

Job Description:

This position is a GWIM Ops Team Lead role within the Wealth Management Performance Operations group. This group is responsible for maintaining timely and accurate client performance returns for the branch office network. The firm houses client data on various custodial platforms, which feed client account activity into other platforms (PMC, Rage, First Rate, and Tamarac), used for completing performance measurement and analytics. Some of these platforms are vendor-based applications. The team lead supports the performance measurement analysts with a wide variety of issues relating to domestic and international account performance and also acts as a liaison between the team and business partners to ensure timely resolution of issues and/or support of new enhancements.

Required Skills:

  • Prior experience in the financial industry
  • Strong understanding of financial markets and investment assets, to include equity, fixed income and alternative investment securities
  • Prior experience working with the review or reconciliation of transactional/security data for investment products (i.e. cost basis, pricing, corporate actions, etc.)
  • Strong analytical and problem solving skills with high attention to detail
  • Strong organizational skills
  • Strong written/verbal communication skills
  • Strong relationship-building skills and ability to manage business, technology and third-party vendor relationships, where applicable
  • Ability to work in a team environment while achieving individual goals
  • Proficient in Microsoft Word, PowerPoint, and Excel

Desired Skills:

  • Experience reviewing investment performance
  • 2-4 years’ experience in the financial services industry
  • Knowledge of the PMC, Rage, First Rate and/or Tamarac platforms
  • Experience supporting Financial Advisors

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Job Description:

This position is a GWIM Ops Team Lead role within the Wealth Management Performance Operations group. This group is responsible for maintaining timely and accurate client performance returns for the branch office network. The firm houses client data on various custodial platforms, which feed client account activity into other platforms (PMC, Rage, First Rate, and Tamarac), used for completing performance measurement and analytics. Some of these platforms are vendor-based applications. The team lead supports the performance measurement analysts with a wide variety of issues relating to domestic and international account performance and also acts as a liaison between the team and business partners to ensure timely resolution of issues and/or support of new enhancements.

Required Skills:

  • Prior experience in the financial industry
  • Strong understanding of financial markets and investment assets, to include equity, fixed income and alternative investment securities
  • Prior experience working with the review or reconciliation of transactional/security data for investment products (i.e. cost basis, pricing, corporate actions, etc.)
  • Strong analytical and problem solving skills with high attention to detail
  • Strong organizational skills
  • Strong written/verbal communication skills
  • Strong relationship-building skills and ability to manage business, technology and third-party vendor relationships, where applicable
  • Ability to work in a team environment while achieving individual goals
  • Proficient in Microsoft Word, PowerPoint, and Excel

Desired Skills:

  • Experience reviewing investment performance
  • 2-4 years’ experience in the financial services industry
  • Knowledge of the PMC, Rage, First Rate and/or Tamarac platforms
  • Experience supporting Financial Advisors

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22086656

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Dawn Peterson [C]

Referral Bonus:

0