Supervisor, Operations - Reconciliation

Chartwell Investment Partners

Saint Petersburg, FL, US
Base salary components included; + compensation (c...
Hybrid
Reconciliations department leadership
Investment concepts and securities industry knowledge
Hybrid work model availability in saint petersburg fl
This role provides direction, leadership, and support for the Reconciliations department within AMS Operations while managing several departments of a processing unit

Job Summary

  • This role provides direction, leadership, and support for the Reconciliations department within AMS Operations while managing several departments of a processing unit.
  • The position requires implementing business plans, ensuring policy compliance, and driving productivity through effective team management and performance monitoring.
  • Candidates must be willing to work a hybrid schedule with 2-3 days onsite at the corporate office in Saint Petersburg, Florida.

Matching Summary

This role provides direction, leadership, and support for the Reconciliations department within AMS Operations while managing several departments of a processing unit.

Salary

Base salary components included; Additional compensation (cash or equity) may apply; Discretionary bonuses or commissions possible

Skills & Requirements

Must-have

  • Reconciliations department leadership
  • Investment concepts and securities industry knowledge
  • Hybrid work model availability in Saint Petersburg FL

Nice-to-have

  • Strong people coaching and development skills
  • Cross-site collaboration experience
  • Process improvement and efficiency drive

Key Requirements

  • Bachelor's degree in Accounting, Business Administration, or Finance
  • 3 to 6 years general experience and 13 months to 3 years manager experience
  • Obtain SIE and Series 99 licenses within 120 days or hold qualifying principal-level registrations

Work Rights

Not specified

Tailored Resume

Cover Letter