Fund Services Team Lead
Core
Lead and oversee daily operations and staffing for functional teams handling retail fund shareholder support, transaction processing, and exception resolution.
Role type
Fund Services Team Lead
Builds
Operational workflows for retail fund shareholders and intermediary back offices
Domain
Financial Services / Mutual Funds
Deliverable
client delivery
Required skills
Team supervision, workflow monitoring, performance evaluation, conflict resolution, trend analysis, business case development, workforce planning
Preferred skills
FINRA Series 6, 63, 26 licenses, supervisory experience, mutual funds/financial services experience
Technologies
None explicitly stated
Responsibilities
Lead and oversee daily operations and staffing for one or more functional teams; Monitor and manage team workflow to ensure alignment with departmental standards; Provide ongoing coaching, formal performance evaluations, and feedback to team members; Research and resolve complex client issues; Analyze trends and recommend improvements to enhance quality, efficiency, and client experience; Partner with internal teams and external vendors to resolve issues and support projects
Seniority
Individual Contributor with supervisory responsibilities