Hybrid (3 days in office per week, 12 days per month in either st. petersburg, fl, or memphis, tn)
People leadership
Account transfers operations
Process improvement initiatives
Chartwell Investment Partners is seeking a Supervisor for its Account Transfers team within Operations. The role involves leading a team, ensuring compliance with procedures, and driving performance improvements while offering a hybrid work environment
Job Summary
We’re looking for a strong people leader to supervise our Account Transfers team within Operations, providing daily direction and support.
This position follows our hybrid-friendly schedule, offering flexibility and collaboration with 3 in-office days per week.
The role requires a broad understanding of operational functions and a passion for coaching, development, and performance management to drive team success.
Matching Summary
Match Score: 85
Chartwell Investment Partners is seeking a Supervisor for its Account Transfers team within Operations. The role involves leading a team, ensuring compliance with procedures, and driving performance improvements while offering a hybrid work environment.
Skills & Requirements
Must-have
people leadership
account transfers operations
process improvement initiatives
performance management
financial markets and products
Nice-to-have
coaching and development
hybrid-friendly schedule
client-first approach
continuous evolution of the firm
Key Requirements
3 to 6 years general experience
13 months to 3 years manager experience
SIE required or ability to obtain within 120 days
Series 99 required or ability to obtain within 120 days