General Responsibilities:
- Responsible for managing a team of Fiduciary Services Specialists (FSS)/Analysts (FSA)
- Assist team members in managing relationship and delivering exceptional results to our clients, including being a point of contact in resolving issues as they arise.
- Maintain workflow processes and procedures to facilitate the consistent and efficient completion of team work.
- Create appropriate metrics and KPIs to quantify the team’s performance relative to expectations and drive results.
- Manage and increase the effectiveness and efficiency of the department through creating an environment of innovation and continuous improvement.
- Play a significant role in long-term planning, with a view to delivering product excellence
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- Manage line reports and responsible for HR initiatives / issues – including reviews, target / objective setting and career progression
- Manage local administration requirements including liaison with Finance/Account; Payroll co-ordination; benefits administration in conjunction with HR.
- Develop and maintain effective succession planning, resource planning, recruitment and retention strategies in conjunction with HR and Board Reporting leadership team.
- Responsible for creating and implementing training plan and ongoing development for team members
- Final quality control checks on completed projects, as needed
- Assist with implementation of new report formats
- Attend contract renewal board meetings, as necessary
- Perform other duties, as assigned
Key competencies
- Leadership – the ability to create a great place to work and engage our people
- Critical thinking and problem solving skills, i.e. the ability to make decisions and assess risk
- Strong organizational and planning skills
- Strong, clear communication (both written and oral English), including influencing skills
- A motivational team leader who has the ability to resolve conflict
- Flexible approach to work
- A champion of innovation and continual improvement
- Able to build and maintain strong relationships both internally and with clients
- Ability to plan and deliver change and service improvements / efficiency
Key qualifications and Experience required
- Minimum of five years experience in the mutual fund industry
- Detailed knowledge of investment company fees, expenses, and performance
- Proven successful project management skills
- Strong written and verbal communication skills
- Ability to combine information from various sources
- Excel, Word, InDesign, PowerPoint, Acrobat
- Must exhibit a proven ability to create and implement new ideas
- Experience with presentations to small- to medium-sized groups is essential
Compensation Information:
- Salary: $72,700.00 - 131,700.00 USD Annual
- Bonus Eligible
Broadridge Financial Solutions offers a comprehensive benefits program to help you and your family protect your health and financial security.
- Medical – May be eligible to select from three medical plans including a Health Savings Account compatible plan
- Dental – May be eligible to select from three plans including certain orthodontia coverage
- Vision Insurance – May be eligible to select from a voluntary plan covering a full range of vision care services
- Health Savings Accounts – May be eligible to participate in a tax-advantaged savings account used for healthcare expenses
- Flexible Spending Accounts – Eligible to participate in a tax-advantaged spending accounts for healthcare and/or dependent daycare expenses
- Disability Insurance – Eligible for company provided Short-Term and core Long-Term disability insurance coverage with the option to purchase supplemental Long-Term disability insurance coverage, which provides income replacement for illness or injury
- Voluntary Insurance – Eligible to purchase certain additional insurance coverage like Critical Illness, Hospital Indemnity, and Group Accident and may be eligible to purchase a Personal Accident Insurance policy
- Life Insurance – May be eligible for basic term life coverage with the option to purchase additional supplemental life coverage
- Paid Time Off – Vacation, personal leave, sick leave, holidays, jury and bereavement leave
- Vacation Flex – Opportunity to purchase additional vacation time
- Retirement Saving Programs – Opportunity to participate in the Broadridge 401(k) Plan
- Educational Assistance – May be eligible for financial assistance for qualifying courses
- Employee Assistance Program – Eligible for short-term confidential counseling service.