Team Lead/specialist - Mutual Fund Security Setup Team | Southfield, Mi

Raymond James

Southfield, MI, USA
Hybrid
Mutual fund security master
Data integrity across business lines
Operational procedures
This dual-path role is ideal for a high-performing operations professional who excels in a detail-oriented, fast-paced environment and is ready to take the next step toward leadership

Job Summary

  • This dual-path role is ideal for a high-performing operations professional who excels in a detail-oriented, fast-paced environment and is ready to take the next step toward leadership.
  • In this position, you will play a critical role in maintaining the firm’s Mutual Fund security master: ensuring accurate setup, updates, and data integrity across all impacted business lines.
  • The role combines Specialist responsibilities with Team Lead development opportunities, making it a strong fit for someone aspiring to future supervisory responsibilities.

Matching Summary

This dual-path role is ideal for a high-performing operations professional who excels in a detail-oriented, fast-paced environment and is ready to take the next step toward leadership.

Skills & Requirements

Must-have

  • Mutual Fund security master
  • Data integrity across business lines
  • Operational procedures
  • Workflow monitoring and review
  • Microsoft documents and databases

Nice-to-have

  • Go-getter attitude
  • Proactive work style
  • Inquisitive learner
  • Leadership capabilities development
  • Client-first, integrity, independence

Key Requirements

  • 7 to 12 months General Experience
  • High School (HS) Education
  • FINRA SIE certification pursuit

Work Rights

Not specified

Tailored Resume

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