About this role
Role Overview
- Supervise the daily activities of an ETF Operations team consisting of individuals varying in skill levels from entry level to Lead level operations staff
- Serve as the primary contact for ETF clients and the ETF ecosystem
- Develop/maintain strong working relationships with advisors, authorized participants (APs), portfolio managers, exchanges, distributors, and custodians
- Monitor AP activity and ensure that ETF creation/redemption orders are in good standing
- Understand basket creation and mechanics and impact to downstream processes and systems
- Reconcile key accounts and resolve all exceptions on a daily basis
- Provide technical, industry, and client-specific training
- Manage an ETF Operations team of 2-5 members with varying levels of experience
- Maintain a collaborative and innovative culture within the team
- Manage ETF Operations workload and act as escalation point for any issues
Requirements
- Seven (7) years ETF Operations / AP services or related experience
- 2 years of Lead experience
- Bachelor's degree in Accounting or Finance, or any combination of education and experience that would provide an equivalent background
- Background in fund accounting or ETF custody settlements
Benefits
- Paid Time Off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Comprehensive company-sponsored benefit plan including medical, dental, vision, and other insurance coverage
- Health savings, flexible spending, and dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Various associate banking benefits