Oversees operational systems, processes, and infrastructure while looking for opportunities of improvement or revision.
Anticipates and tracks operational and tactical risks and providing strategic solutions.
Manages day to day business of the operations department while balancing the responsibilities of various business lines such as business analysis, vendor, and risk management.
Works with sales teams to help set and meet daily and quarterly goals.
Plays a significant role in long-term planning, project status reporting, and implementing change control processes.
Works closely with Director on other special planning and departmental projects.
Oversees and reports weekly, monthly, quarterly, and annual metrics.
Identifies trends and assess opportunities to improve processes and execution.
Completes reasonability testing and information validation prior to circulating findings and recommendations to key stakeholders.
Collaborates with other back-office team members to ensure seamless business execution, reinforce positive morale, and uphold company values.
Collaborates with transitions and onboarding team as needed.
Raises and tracks issues and conflicts, remove barriers, resolve issues of medium complexity involving stakeholders and escalate to appropriate level when required.
Assesses a variety of situations and provide clarity to team and stakeholders.
Establishes and maintains credible, professional relationships with clients, internal business lines, and external vendors.
Solicits and responds to feedback while gaining commitment and support.
Supports back-office and firm-wide training programs, reinforcing tech and operations infrastructure between departments to ensure consistency and quality standards are met.
Stays up to date on industry regulations, trends, and technology.
Works closely with management team to ensure all operational, administrative, and compliance functions within the firm are being properly executed in accordance to regulatory-based best practices.