Continuously review and update Standard Operating Procedures in line with new policies and risk management activities
Drive process improvements and implement strategic solutions to enhance operational efficiency
Collaborate with internal stakeholders to resolve inquiries and deliver exceptional service
Foster a culture of risk awareness and compliance within the team
Utilize AI-powered analytics, workflow automation, or intelligent process tools to improve accuracy and reduce manual effort
Maintain high standards of data integrity and operational control
Required Qualifications, Capabilities, and Skills
Operational subject matter expertise in reconciliation, settlements, trade support, asset servicing, risk, and control
Strong ability to learn new markets, products, and processes
Demonstrated risk and control awareness, with the ability to prioritize workloads and meet critical deadlines
Confident communicator across all mediums with internal stakeholders
Strategic thinker with proven experience in process improvement
Bachelor’s degree or equivalent
Proficient in Microsoft Office products including Word, Excel, Access, and Outlook
FINRA Series 99 or Series 7 certification required or must obtain with in first 120 days
Experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency and accuracy
Preferred Qualifications, Capabilities, and Skills
Advanced knowledge of asset servicing and payment approval processes
Strong analytical and problem-solving skills
Ability to adapt to evolving business needs and regulatory requirements
Experience with process documentation and change management
Proven track record of fostering a diverse and inclusive team culture
Additional certifications relevant to financial operations or asset servicing
