Vice President, Investor Services Operations

Job description

Investor Services Operations - Conducts, analyzes, and reports on transfer agency operations activities for clients of high complexity. Leads client onboarding and internal conversions. Conducts key metric reporting. Consults and provides oversight to daily Transfer Agency processes. Assists management in the day to day operations of the business. Resolves the most complex escalated issues. Develops and updates review processes and procedures to reduce risk and enhance efficiency. Updated key controls/processes to identify potential risk. Leads project management for the most complex initiatives and/or onboarding new, complex clients. Develops relationships with technology and line of business teams as Subject Matter Experts to develop business requirements and test development. Analyzes business data to identify trends to mitigate risk or enhance client relationships. Identifies and develops new products/services to increase revenue.May lead client engagement regarding new products, services, or key business changes. Provides commentary on industry trends. Represents the department at key business meetings such as technology development priority and client engagementsNo direct rep...