Sr. Operations Analyst - Team Lead (Hybrid Remote)

Description

We are seeking a Senior Operations Analyst – Team Lead at our Norfolk, Virginia wealth management firm.  This position is responsible for supporting and leading the Operations team in various complex functions such as account onboarding and setup, standardized reporting, transaction entry, performance and account reconciliation and reporting system maintenance. The team lead may be responsible for managing and overseeing Operations team members.

 

This position offers work from home flexibility of up to 2 days per week after initial training period.

Position responsibilities:  

• Acts as lead SME and go-to team member for Operations team
• Leads and drives departmental initiatives and communicates issues and areas of risk to Daily Production Operations Manager
• Handles and executes complex departmental tasks and resolves time sensitive escalations
• Assists with training and development of Operations Analysts
• Takes the lead on key Operational processes to ensure Operations cadence is functioning efficiently
• Performs account setup and maintenance across portfolio accounting systems
• Executes standard Operational transactions/processes utilizing standard procedures. 
• Manual account/performance reconciliation and transaction entry
• Monitors client alternative investments and enters transactions across reporting systems
• Assist with daily production activities and execute ad hoc requests
• Interacts with custodians as necessary to resolve discrepancies.
• Utilizes and follows departmental policies and procedures and recommends enhancements
• Creates and monitors new asset setups/classifications
• Executes monthly and quarterly standardized reporting
• Assists with data aggregation setup
• Saves and organizes custodial statements and alternative investment documents
• Processes account closing and client offboarding
• Documentation of procedures as needed
• Other duties and projects as assigned
  
   

Requirements

Essential skills and experience:

• 5-7 years of experience in financial services or wealth management operations
• Knowledge and experience with Orion 
• Ability to work in a fast-paced environment managing multiple requests and priorities
• Ability to communicate and work well amongst cross-functional teams
• Strong organizational and interpersonal skills 
• Excellent oral and written communication skills.
• Demonstrated ability to analyze and resolve complex problems independently 
• Strong team player
• High standards of quality, professionalism, and ethics
• Commitment to company values

Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from minorities and women. 

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.

The qualified candidate can expect:

• A flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels of the organization
• The opportunity to join a growing employee-owned firm that offers professional growth in an industry that is both dynamic and intellectually challenging
• An opportunity to work with high-profile private clients and institutions across the country
• A competitive base salary with an incentive bonus program
• 401(k) Savings plan with company contributions
• Health, Dental, Vision, and Long-term disability insurances
• Generous paid time off program

We are Clearstead Advisory Solutions, a division of Clearstead Advisors, LLC…an independent wealth management and investment consulting firm headquartered in Cleveland, Ohio.

Our private clients are families, individuals, and related entities. Our institutional clients include retirement funds, endowments and foundations, higher educational institutions, and healthcare organizations. 

There’s a popular line at Clearstead, “There are no sharp elbows.” Employees have a voice in driving our success through our innovative, team-based approach. By empowering employees with rewarding careers, ownership, and valuing their perspectives we foster a culture of collaboration. This helps us attract and retain strong and motivated individuals.