Confidential
Managing Director, Global Head of Portfolio Solutions Operations
Confidential, Boston, Massachusetts, us, 02108
Managing Director, Global Head of Portfolio Solutions Operations
About the Company
Expanding provider of investment management, research & trading services
Industry Financial Services
Type Public Company
Founded 1792
Employees 10,001+
Categories
Financial Services Investment Management Consulting & Professional Services B2B Asset Management Boston Finance Insurance Publicly Traded Angel Investment Banking
Specialties
investment management custodian etf financial products fund accounting relationship management research trading and investment servicing
Business Classifications
B2B
About the Role
The Company is seeking a Global Head of Portfolio Solutions Operations, Managing Director to lead and manage teams across multiple global locations. The successful candidate will be responsible for supporting the Portfolio Solutions business, including client onboarding, data maintenance, and operational support for various market products. This role requires an industry leader with a strong background in operational and regional management within a markets business, particularly in the banking sector. The individual must have a deep understanding of how a banking operations team is run and how it fits into the larger operating environment. Key responsibilities include leading product expansion initiatives, establishing operating models, and managing regulatory, reputational, and operational risk events. The role also involves overseeing a significant number of FTEs, driving staff engagement, and ensuring third-party vendor support meets the company's standards.
Candidates for this role at the company should have a minimum of 20 years' experience in banking operations, with a focus on global markets. A background in regulatory reporting is a plus. The ideal candidate will be highly energetic, with executive presence, and possess strong communication, stakeholder management, and conflict resolution skills. A strong risk management and control focus is essential, as is the ability to drive transformation initiatives and ensure a robust control environment. The role demands a strategic thinker who can partner with technology and other functions to deliver best-in-class solutions and is accountable for the governance of the operating model. The candidate should be adept at managing to budget, headcount, and strategic investment, and be committed to the company's values of inclusion, development, and engagement.
Hiring Manager Title SVP - Global Head of Markets Operations
Travel Percent Less than 10%
Functions
Finance Business Development Strategy
About the Company
Expanding provider of investment management, research & trading services
Industry Financial Services
Type Public Company
Founded 1792
Employees 10,001+
Categories
Financial Services Investment Management Consulting & Professional Services B2B Asset Management Boston Finance Insurance Publicly Traded Angel Investment Banking
Specialties
investment management custodian etf financial products fund accounting relationship management research trading and investment servicing
Business Classifications
B2B
About the Role
The Company is seeking a Global Head of Portfolio Solutions Operations, Managing Director to lead and manage teams across multiple global locations. The successful candidate will be responsible for supporting the Portfolio Solutions business, including client onboarding, data maintenance, and operational support for various market products. This role requires an industry leader with a strong background in operational and regional management within a markets business, particularly in the banking sector. The individual must have a deep understanding of how a banking operations team is run and how it fits into the larger operating environment. Key responsibilities include leading product expansion initiatives, establishing operating models, and managing regulatory, reputational, and operational risk events. The role also involves overseeing a significant number of FTEs, driving staff engagement, and ensuring third-party vendor support meets the company's standards.
Candidates for this role at the company should have a minimum of 20 years' experience in banking operations, with a focus on global markets. A background in regulatory reporting is a plus. The ideal candidate will be highly energetic, with executive presence, and possess strong communication, stakeholder management, and conflict resolution skills. A strong risk management and control focus is essential, as is the ability to drive transformation initiatives and ensure a robust control environment. The role demands a strategic thinker who can partner with technology and other functions to deliver best-in-class solutions and is accountable for the governance of the operating model. The candidate should be adept at managing to budget, headcount, and strategic investment, and be committed to the company's values of inclusion, development, and engagement.
Hiring Manager Title SVP - Global Head of Markets Operations
Travel Percent Less than 10%
Functions
Finance Business Development Strategy