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Wealth Management, Special Services Team Lead, Associate

Req #: 170087133
Location: Newark, DE, US
Job Category: Operations
Potential Referral Amount: 0 US Dollar (USD)

The Special Services Team Lead will be responsible for projects and quality oversight for several functions within the Special Services Team, which is comprised of 10+ individuals onshore, and 3 individuals offshore.  In addition to managing part of the Special Services Team, the individual will be responsible for assisting with ongoing key initiatives for the Team, including but not limited to:   automation projects, functional migrations, quality reviews and other ad hoc projects.


Core Responsibilities:

  • Administer performance appraisals and provide positive and constructive feedback on an ongoing basis to staff members
  • Act as the escalation point for sensitive client issues, which involves working with the Front Office and external auditors to resolve questions, investigate issues and develop a satisfactory response to the client or auditor's concerns
  • Act as oversight for all aspects of the Special Services functions:  Ensure all work is processed  timely and accurately, all reconciliations and reporting requirements are performed on a daily basis, all escalations are responded to appropriately, and all key controls and procedures are followed
  • Perform regular control reviews to ensure compliance with auditing, risk and regulatory requirements and standards
  • Closely monitor manual workflows and perform quality reviews as needed to ensure system functionality is working as expected
  • Lead projects to enhance current Special Services processes which includes identifying needs, leading project meetings, writing requirements,  coordinating testing, implementing changes, and ensuring the correct controls and procedures are in place
  • Drive migrations of new functions and teams into Client Reporting from other lines of business with an end goal to enhance the controls and efficiency of processes through Operational subject matter expertise
  • Strong analytical and problem solving skills
  • Strong client focus
  • Outstanding attention to detail
  • Leadership – ability to lead team and drive change
  • Highly motivated and ability to work independently and in a team environment
  • Project management experience
  • Ability to work in a deadline driven environment and prioritize tasks appropriately
  • Excellent verbal and written communication; ability to communicate with all levels, including senior management and external auditors
  • Ability to develop & maintain relationships with business partners
  • Commitment to quality and control
  • Ability to think creatively and recommend / implement process improvements
  • Strong organizational skills to successfully manage multiple tasks at one time
  • Strong background in use of Microsoft Office software (Excel, PowerPoint, Access, Word)

Preferred Experience/Skills:

  • In-depth knowledge of financial products with an understanding of the attributes of all investment products, as well as related calculations
  • People management experience
  • Knowledge of Private Bank products/Services
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