Transaction Management Ops Team Lead
Core
Overseeing day-to-day transaction processing operations for Wealth Management, ensuring accurate and timely execution of securities settlement, custody, and trade activities.
Role type
Team Lead, Securities Settlement and Custody Operations
Builds
End-to-end operational support for Wealth Management advisory partners and their clients
Domain
Financial Services / Wealth Management / Securities Operations
Required skills
Securities settlement processes, Account reconciliations, Cash balancing, General Ledger research, Operational exception analysis, Risk assessment, Financial control activities, Microsoft Office Suite
Preferred skills
Time-sensitive transaction processing, Proactive issue identification, Cross-functional partnership, Regulatory compliance adaptation
Technologies
Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
Responsibilities
Oversee team execution of operations tasks with accuracy and timeliness, Perform completeness and risk assessment of outgoing payments, Research and resolve numerical errors using troubleshooting guides, Respond to internal/external business partner inquiries regarding errors, Escalate challenging issues to leadership, Maintain service quality and process controls
Seniority
Mid-level, Hands-on Team Lead