A collaborative environment that enables you to step outside your role to add value wherever you canDirect access to clients, information and experts across all business areas around the worldOpportunities to grow your expertise, take on new challenges, and reinvent yourself-without leaving the firmA culture of inclusion that values each employee's unique perspectiveHigh-quality benefits program emphasizing good health, financial security, and peace of mind
Rewarding work with the flexibility to enjoy personal and family experiences at every career stage
Volunteer opportunities to give back to your community and help transform the lives of others
Salary Range
Boston: $55,000 - $70,000 Base Salary + annual performance bonus
BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of liv
Health insurance
Vision insurance
Performance bonus
Additional Information
At BBH, Partnership is more than a form of ownership-it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career.
POSITION SUMMARY
The Operations Lead Specialist Trade Management is responsible for assisting the Supervisor with enhancing the productivity, reducing the Risk Profile and Enhancing the Client Experience as related to highly complex and client specific security related transactions. These Lead Operations Specialists are the Subject Matter Experts related to ETF processing activities. As a Subject Matter Expert, they are expected to assist team members as needed for processing expertise and back-up. The Lead Operations Specialist II is a back-up for all functions including some Supervisor functions. They will also assist Management in the identification and resolution of issues. The Lead Operations Specialist II must have strong communication skills and comfort reaching out to clients both internal and external. They should have the ability to identify and escalate issues along with expected resolution directly to clients/management in a formal setting (such as a call or meeting with other LOB managers or clients). The Lead Operations Specialist II has a direct focus on meeting the Standards and Goals of the department. They proactively identify trends that will aid in the increased STP for both the Division as well as the Client, adding to the overall Client Experience by acting as a direct contact related to a specific client relationship or process.
PRINCIPAL RESPONSIBILITIES
1. ETF Operations
Stay updated on developments in the broader ETF Ecosystem
Serve as a point of contact for external Authorized Participants about daily servicing and inquiries
Create/redeem order management monitoring
Fund onboarding
Collateral management
Independently manage client specific processes and provide daily feedback and reporting
Manage the order lifecycle
Perform various edit checks on all electronic trades. Those trades with missing, incomplete, inconsistent or poorly formatted data are sent to repair for research and resolution
Assist in management of daily volume * Escalate known or potential issues to management
Help ensure all deadlines and requirements are being met
Assist team members and supervisors with daily tasks as Subject Matter Expert
2. Conflict Resolution
Resolve transaction related problems using established procedures or client documentation and available systems
Analyze trends and provide feedback
Ensure timely response to internal and external requests
3. Communication
Ability to clearly and professionally communicate instruction related issues to clients
Communicate expected resolution (where applicable) based on market knowledge
Provide superior client service
Work proactively with clients and internal areas to improve instruction and process flow
Attend Client Meetings and have ability to actively engage with the Client
KNOWLEDGE, SKILLS AND ABILITIES
BS/BA degree or equivalent work experience
Minimum 3 Year Custody/Operations experience
Excellent proven written and verbal communication skills
An aptitude for thorough analytical and problem resolution
Proven ability to provide feedback and guidance to clients effecting change in behavior and overall satisfaction
Self-starter, proactive and objective oriented
Ability to execute tasks with little direction, and plan time effectively to meet deadlines
Ability to multitask and deal with competing priorities
Ability to identify, analyze, resolve and when needed escalate a problem
Knowledge of one or more product areas within the Firm
Aligns and works towards all department Goals
Prior experience in financial services (ETF, Fund Accounting, Custody) is a plus
Brown Brothers Harriman · Boston