Custody and ETF Team Leader

Boston, MA 02109

Posted: 07/01/2019 Employment Type: Direct Hire Specialty: Accounting & Finance Job Number: 83404

Boston, MA 
85K-95K + bonus

A top financial services company in Boston, MA is seeking a Custody and ETF Team Leader to join their team. This position is an exciting opportunity to make lasting connections with a leading company located in Boston’ s Financial District. This position pays 85K-95K annually and a bonus. Apply today!

Responsibilities for the Custody and ETF Team Leader:
  • Act as the primary point of escalation for Systems, Operations, and Risk/Control for any client related issues and proactively manage the resolution process with frequent updates and satisfaction measures
  • Collaborate with Client Service Relationship Managers to stay abreast of client goals and identify opportunities to expand client relationships
  • Oversee and ensure training and cross training of employees on relevant job functions to develop breadth and depth of knowledge
  • Participate in inter departmental and cross Line of Business Project teams
  • Complete and oversee the completion of the annual performance review process
  • Provide ongoing feedback and coaching to staff to improve individual and team performance
  • Manage performance issues and disciplinary process
  • Lead and assist in implementing the coordination of new business and product implementations and conversions  
  • Ensure that ETF operational functions relating to ETF Order Taking and AP Servicing have strong controls in place
  • Assess feedback from ETF Clients, Authorized Participants, and other ETF Industry Participants and incorporating into technology strategy

Requirements for the Custody and ETF Team Leader:
  • BA/BS degree in a business-related field, and/or equivalent work experience
  • 5+ years of Custody experience (exposure to ETF ideal)
  • 2+ years of supervisory experience
  • Technology savvy with a strong knowledge working with Microsoft Office
  • Strong organizational skills with great attention to detail
  • Strong multi-tasking and prioritizing skills with the ability to meet deadlines
  • Excellent written and verbal communication skills
  • Strong interpersonal skills with a customer service focus
  • Ability to work independently and as part of a team
  • Must be eligible to work in the U.S. without sponsorship      

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