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Director of Operations
Wintrust
Chicago, IL, United States
Job Details - this job has expired, please see similar jobs below
Description
• Provide operational leadership and work with management to establish strategic planning/long-range goals/policies.
• Oversee Operations team including all aspects of the portfolio accounting system (APX / Advent) including daily reconciliation, trade affirmation/settlement, security set-up, pricing/account valuation, corporate actions, system automation, data workflow/custom reporting (SSRS).
• Lead/inspire/develop operations associates.
• Support development of long-term priorities and operational efficiencies; work with management to develop/communicate position on long-term strategic issues.
• Develop insights about key industry trends (technology/competitive analysis/consumers) and debrief organization on strategic implications.
• Resolve escalated account issues that may occur between portfolio accounting system and various third party client custodians.
• Work closely with various internal groups to improve operational efficiencies and proactively identify procedural, technical and data/reporting issues; drive best practice adherence by those internal groups.
• Support core functions including compliance/finance/research/portfolio management, as needed.
• Assist in maintaining GIPS compliant composites; provide support for periodic production of portfolio/composite performance data.
Qualifications
• Bachelor's degree and prior operations/leadership experience required
• Proficiency/mastery in Microsoft Office (Excel, Word, PowerPoint, Access)
• Experience with the following strongly preferred: Advent APX/Moxy, Salesforce CRM, Morningstar Direct, SharePoint, SQL and SSRS
• Solid understanding of performance measurement concepts (GIPS experience a plus)
• Excellent understanding of operational trade order flow and reconciliation
• Unquestionable integrity/professionalism
• Culturally able to work in collegial environment
• Comfortable with shared decision-making processes/collaborative approach
• Able to serve as a resource to colleagues to motivate them, enhance their career and work more effectively to serve clients and grow the firm; exceptional critical thinking/project management/analytical skills
• Developed sense of how businesses create value and orientation to creating value through commercial/operational excellence
• Strong organizational skills
• Flexible enough to promote change, yet disciplined enough to develop/implement best practices
• Superior written/verbal/and interpersonal communication/presentation skills and able to clearly articulate/execute strategic initiatives
EOE.
Wintrust Financial Corporation (including community banking and financial services subsidiaries) is an Equal Opportunity/Affirmative Action/Veterans/Disability employer.