Base salary components included; + compensation ma...
Hybrid (2-3 days in-office per week)
Manage reconciliation department operations
Implement business plans and procedures
Lead team performance and development
Willenborg Wealth Management is seeking a Supervisor of Operations - Reconciliation to oversee the development and implementation of processes to enhance operational efficiency within their reconciliations department. The ideal candidate will possess strong leadership skills, a solid understanding of investment concepts, and experience in managing teams within the financial services sector
Job Summary
This position provides direction, leadership, and support for the Reconciliations department within AMS Operations.
The role requires managing several departments or an entire unit while ensuring high quality and timeliness of operations.
Employees are eligible for a comprehensive benefits package including medical, dental, vision, life insurance, and retirement savings.
Matching Summary
Match Score: 85
Willenborg Wealth Management is seeking a Supervisor of Operations - Reconciliation to oversee the development and implementation of processes to enhance operational efficiency within their reconciliations department. The ideal candidate will possess strong leadership skills, a solid understanding of investment concepts, and experience in managing teams within the financial services sector.
Salary
Base salary components included; Additional compensation may include cash or equity; Discretionary bonuses or commissions possible
Skills & Requirements
Must-have
Manage reconciliation department operations
Implement business plans and procedures
Lead team performance and development
Ensure compliance with financial regulations
Collaborate across multiple sites
Nice-to-have
Strong coaching and mentoring skills
Experience driving process efficiency
Ability to manage organizational change
High level of customer service focus
Key Requirements
Bachelor's degree in Accounting, Business Administration, or Finance
3 to 6 years general experience
13 months to 3 years manager experience
Obtain SIE and Series 99 within 120 days
Hybrid work model availability in Saint Petersburg, FL