Key Responsibilities:

• Identify, prioritize, and lead initiatives to improve operational workflows
• Standardization of procedures across operations
• Assist with daily reconciliations of accounts and positions
• Be a key point of contact for client service team members as it relates to operational questions
• Implement scalable processes to reduce time-to-market and operational risk
• Leverage data and reporting to monitor throughput, bottlenecks, and error trends
• Partner with technology teams to enhance internal systems and automation
• Serve as a liaison across Operations, PM, Compliance, and external partners/custodians
• Align stakeholders on timelines, dependencies, and client expectations
• Ensure consistent communication, transparency, and issue resolution
• Support product launches and strategic initiatives requiring operational execution
• Identify and escalate operational and compliance risks proactively
• Drive resolution of errors, exceptions, and process breakdowns
• Translate operational complexity into clear, client-facing messaging

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