Operations Manager, Mutual Fund Account Services - Memphis, Tn
Willenborg Wealth Management
Memphis, TN, US
Base: not specified; bonus/equity: + compensation ...
Hybrid
Manage complex cash and share reconciliation
Oversee operational area with senior guidance
Monitor general ledgers and reserve accounts
This role manages the development of processes and systems to ensure high-quality operations in account services and transaction processing
Job Summary
This role manages the development of processes and systems to ensure high-quality operations in account services and transaction processing.
The position requires independently reviewing complex reconciliation issues and proactively addressing monetary or regulatory risks.
Employees benefit from a hybrid work schedule with three days in the Memphis office and access to comprehensive benefits including retirement savings.
Matching Summary
This role manages the development of processes and systems to ensure high-quality operations in account services and transaction processing.
Salary
Base: Not specified; Bonus/Equity: Additional compensation may include cash or equity; Benefits: Medical, dental, vision, life insurance, disability, retirement savings, paid time off
Skills & Requirements
Must-have
Manage complex cash and share reconciliation
Oversee operational area with senior guidance
Monitor general ledgers and reserve accounts
Implement risk controls and regulatory compliance
Develop business plans and forecast KPIs
Nice-to-have
Hybrid work environment flexibility
Strategic planning and automation focus
Cross-functional team collaboration skills
Mentoring and training capabilities
Continuous professional development mindset
Key Requirements
Bachelor's degree in Accounting, Business Administration, or Finance