Director, Operations and Administration
Core
Lead major projects and programs with significant business impact for the Financial Investment Division (FID), managing transitions, legal/compliance initiatives, and cross-functional operations.
Role type
Senior IC Director of Operations and Administration
Builds
Operational programs, transition processes (Mass Account Transfer), and critical FID division projects
Domain
Financial Services / Investment Banking / Operations & Compliance
Required skills
Project management, Risk management, Change management, Contract negotiation, Legal compliance, Vendor management, Financial analysis, Strategic planning, Cross-functional leadership, Process improvement
Preferred skills
Banking operations knowledge, Procurement expertise, Regulatory knowledge
Technologies
Office software, Databases, Reporting tools
Responsibilities
Manage mid-to-large complex projects through full lifecycle; Lead transition activities for Mass Account Transfer and advisor transitions; Serve as central control for policy and legal agreement updates; Provide leadership on legal and compliance items (Interagency Statement, OSJ Pricing); Lead roundtable discussions and critical projects for FID division; Act as liaison to IT and other functional teams.
Seniority
Senior, hands-on IC