FreshRemote.Work

Director Investment Operations Business Processes

Colorado Remote

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

Oversee systems and process enhancements, special projects, and strategic initiatives across Investment Operations. Through partnership with associated business leaders as well as with technical teams establishes coordinated plans to realize a shared vision and then manage the execution and support of those plans.  Manage specialists that develop process enhancements and automation and maintains financial systems.

What you will do:

  • Makes recommendations and directly influence decisions regarding system enhancements, IT and Investment Operations department resources, and Investment Operations department goals.
  • Directly supports the Investment Operations senior management in the monitoring and direction of system projects and prioritization.
  • Will implement the transformation initiative and align with the overall finance goals and initiatives.
  • Mentor team members to build on their experience and efficiency.
  • Work with associated line of business leaders to establish and maintain a clear process roadmap.
  • Prioritize and design strategic use of resources between technology and business units.
  • Define and execute tactical steps that realize a strategic technical vision.
  • Oversee the work of recommending and defining changes and efficiencies in processes, policies, and systems that will need to be considered.
  • Oversee the establishment and maintenance of procedures and best practices for organization.
  • Oversee the implementation of continuous improvement processes to elevate organizational capabilities and business value.
  • Provide the Investment Operational interpretation of system enhancement and correction requests to the IT departments.
  • As Value Stream Owner, this role would serve as the point of contact and lead local efforts as determined by the working group team.

What you will bring:

  • Bachelor’s Degree in Computer Science or Information Systems or in Finance or Accounting or equivalent experience
  • 8 plus years of securities operations or accounting experience in the investment administration area of a financial industry firm Without a specialized degree, an additional four (4) years plus of directly related experience is required

What will set you apart:

  • Software development background
  • Advanced Excel skills
  • Detail oriented / self-starter
  • Normal office working conditions
  • Other physical duties as required


 

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

  • Medical, dental, vision and life insurance
  • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
  • Tuition reimbursement up to $5,250/year
  • Business-casual environment that includes the option to wear jeans
  • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
  • Paid volunteer time — 16 hours per calendar year
  • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
  • Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

$115,100.00 - $166,850.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer •  Drug-free workplace

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. 

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

07-03-2024

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Job Profile

Regions

North America

Countries

United States

Restrictions

Applicants must be authorized to work in the U.S. No sponsorship available.

Benefits/Perks

401(k) Plan 401(k) with matching contributions Business-casual environment Business Resource Groups Dental Dental Insurance Financial Advisory Services Generous paid time off Inclusive work environment Leave of absence programs Life Insurance Medical Medical Insurance Paid Time Off Paid volunteer time Tuition reimbursement Vision Vision Insurance

Tasks
  • Define strategic vision
  • Design resource allocation
  • Direct system projects
  • Drive continuous improvement
  • Establish process roadmap
  • Implement best practices
  • Implement transformation initiatives
  • Mentor team members
  • Oversee process changes
  • Recommend system enhancements
Skills

Accounting Automation Finance Financial Systems Process Enhancement Project Management Sales Strategic planning Wealth Management

Experience

8 years

Education

Accounting Computer Science Finance Information Systems

Timezones

America/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9