Supervisor, Operations | Digital Workflow Services
Chartwell Investment Partners
Southfield, MI, US
Hybrid
Supervise operational teams
Digital workflow optimization
Performance metrics monitoring
This role leads a team within the Digital Workflow Services department to drive operational excellence and optimize digital processes
Job Summary
This role leads a team within the Digital Workflow Services department to drive operational excellence and optimize digital processes.
The position requires supervising daily workflow management, monitoring performance metrics, and implementing improvements to enhance efficiency and client satisfaction.
Candidates must hold or obtain FINRA Series 99 and SIE licenses within 120 days to ensure regulatory compliance.
Matching Summary
This role leads a team within the Digital Workflow Services department to drive operational excellence and optimize digital processes.
Skills & Requirements
Must-have
Supervise operational teams
Digital workflow optimization
Performance metrics monitoring
Process improvement implementation
Risk parameter tracking
Nice-to-have
DocuSign or e-Signature experience
Cross-functional collaboration skills
Strategic planning capabilities
Coaching and development focus
Key Requirements
Series 99 certification required
SIE exam required within 120 days
Bachelor's degree in Accounting, Business, or Finance