Supervisor, Operations – Rebalance Trade Support

Chartwell Investment Partners

Hybrid
Rebalance trade support
Technical support to advisors
Facilitating trade corrections
Provides direction, leadership, and support for the Rebalance Trade Support Team, responsible for technical support to advisors and facilitating trade corrections

Job Summary

  • Provides direction, leadership, and support for the Rebalance Trade Support Team, responsible for technical support to advisors and facilitating trade corrections.
  • Partners with cross-site peers and managers to establish performance goals, collaborates with and directs associates to meet or exceed these goals.
  • At Raymond James, associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

Matching Summary

Provides direction, leadership, and support for the Rebalance Trade Support Team, responsible for technical support to advisors and facilitating trade corrections.

Skills & Requirements

Must-have

  • Rebalance Trade Support
  • technical support to advisors
  • facilitating trade corrections
  • people leader
  • coaching and development
  • performance management

Nice-to-have

  • people-first culture
  • authentic selves
  • continuous evolution of the firm

Key Requirements

  • 3 to 6 years General Experience
  • 13 months to 3 years Manager Experience
  • SIE required
  • Series 99 or ability to obtain within 120 days
  • Bachelor's or High School diploma

Work Rights

Not specified

Tailored Resume

Cover Letter