Investment Operations Director overseeing a team of specialists in financial services. Ensuring compliance, maintaining service levels, and supporting strategic initiatives for product offerings.
Responsibilities
Oversee a team of Investment Specialists, Consultants, and Principals
Demonstrate accountability, agility, and inclusion
Support strategic initiatives for new product offerings
Ensure processing service levels are consistently maintained
Collaborate with the team to establish clear strategic and personal goals
Provide feedback and partner with direct reports on developmental opportunities
Requirements
High School Diploma
Series 7 and Series 24 licenses required at time of application
5+ years Financial Services / Investments experience
1+ year leadership or 1:1 coaching/mentoring experience
Strong analytical/Problem solving skills
Strong written, verbal, and interpersonal communication skills
Listening skills
Organization navigation skills
Time Management (multi-tasking SME in multiple functions and proficient in most functions)
Benefits
Regular meetings with the MMLIS In-Force Operations Team
Focused one-on-one meetings with your manager
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups
Access to learning content on Degreed and other informational platforms
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