Manage and guide a team supporting multiple clients, providing oversight of daily deliverables while strengthening client relationships and service quality.
Analyze, design, and implement client‑specific operational solutions for a large, complex client relationship, while ensuring established controls are consistently executed, monitored, and adhered to.
Act as a primary point of contact for client inquiries related to recordkeeping systems and client file deliveries, ensuring proactive tracking, timely response, and effective resolution.
Perform and oversee key recordkeeping system functions and daily checks on client deliverables, investigating discrepancies and ensuring resolution within established timelines.
Provide operational oversight by identifying trends, recurring issues, and opportunities to enhance controls and improve processes, while independently managing work within established procedures and exercising sound judgment on elevated or complex matters.
Take end to end ownership of issues through resolution, engaging the appropriate teams, gaining alignment, and clearly communicating status and outcomes to stakeholders.
Leverage practical use cases of AI and automation tools, where appropriate, to streamline operational tasks and support business objectives.
Escalate complex or policy‑related issues appropriately, partnering with leadership where clarification or exception handling is required.

Bachelor’s degree required; Accounting, Finance, or a related business discipline preferred.
Minimum 5–7 years of relevant experience within custody, portfolio services, middle office, or fund accounting environments.
Knowledge of securities processing and investment lifecycle terminology preferred.
Strong interpersonal, organizational, and attention to detail skills.
Strong written and verbal communication skills, with the ability to clearly explain issues, risks, and resolutions.
Demonstrated ability to operate in a fast paced environment with shifting priorities, applying sound judgment, independent problem-solving skills, and a proactive, solution-oriented mindset.
Proven ability to meet deadlines while applying technical expertise to resolve daily operational challenges and reinforce adherence to established controls.

generous medical care
insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
retirement savings plan (401K) with company match
paid-time off including vacation, sick leave, short term disability, and family care responsibilities
access to our Employee Assistance Program
incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
eligibility for certain tax advantaged savings plans

Middle Office Operations, Assistant Vice President

Key skills