Supervisor, Operations | Account Transfers Dept.

Chartwell Investment Partners

St. Petersburg, FL, US
Hybrid
Supervise operational teams
Implement business plans
Ensure regulatory compliance
This role provides daily direction and support to the Account Transfers team while implementing business plans and ensuring compliance

Job Summary

  • This role provides daily direction and support to the Account Transfers team while implementing business plans and ensuring compliance.
  • The supervisor is responsible for managing productivity, leading process improvement initiatives, and collaborating with partners to resolve issues.
  • The position offers a hybrid-friendly schedule with three days in the office per week after an initial six-month onsite training period.

Matching Summary

This role provides daily direction and support to the Account Transfers team while implementing business plans and ensuring compliance.

Skills & Requirements

Must-have

  • Supervise operational teams
  • Implement business plans
  • Ensure regulatory compliance
  • Manage productivity and service levels
  • Lead process improvement initiatives

Nice-to-have

  • Passion for coaching and development
  • Strong people leadership skills
  • Collaboration with internal partners
  • Hybrid work environment flexibility

Key Requirements

  • Bachelor's degree or High School diploma
  • 3-6 years general experience
  • 13 months to 3 years manager experience
  • FINRA SIE license required within 120 days
  • FINRA Series 99 license required within 120 days

Work Rights

Not specified

Tailored Resume

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