Job Information
WSECU Investment Operations Manager in Olympia, Washington
Are you an Investment Industry leader who wants help take a Robust Investment platform to the next level? In this role you will be managing workflow, optimizing processes, and ensuring compliance. Here is an exciting opportunity to support and focus on enhancing operational efficiency, driving process improvements, and supporting the investment team in delivering high-quality service to credit union members. Bring your strong track record of delivering results and problem solving to lead and motivate a team of high performers! You'll try new things and have a blast while doing it! Most importantly, your work will matter. If our dedication encourages you, we invite you to consider joining our team. Your day may include: Responsible for overall performance of sales operations, delivering optimal member experience Providing coaching, supporting, career/job development to the operations team, fostering a culture of collaboration and continuous improvement Leading regular team meetings to discuss operational updates, goals, and challenges Developing training programs and resources to enhance team performance and ensuring they stay up to date with industry regulations and best practices Assigning tasks and projects to team members, monitoring progress, and ensuring deadlines are met Managing and resolving operational issues in a timely manner, collaborating with the VP of Investments and/or Manager of Investment Sales when necessary Gaining and maintaining proficiency in the current broker dealer workflows and procedures Implementing new technologies or strategies to streamline investment operations Conducting regular reviews of workflows to ensure efficiency, accuracy, and adherence to regulatory standards Keeping up to date with broker dealer updates and implementing those items into Operational workflow Collaborating with other departments to ensure seamless integration and communication across the organization Ensuring all investment operations comply with regulatory and legal requirements, including those set by FINRA, SEC, and other relevant bodies What you bring to the team: BA degree in Business Administration, Finance, or a closely related field, related experience may be substituted, year for year, for academic achievement Five (5) years of experience in operations experience, preferably within a credit union or financial institution Proven leadership experience managing small teams Excellent organizational and project management skills, with a focus on process improvement. Ability to work under pressure and meet deadlines Strong communication and interpersonal skills, with a focus on team development Proficiency with investment management software, Microsoft Office Suite and CRM systems Bonus points if you have: Securities license 7, 63, or 65/66 and Washington States Life license or the ability to achieve in the first two years Experience in an Investment firm Strong knowledge of investment products and services, as well as industry regulations (FINRA, SEC, etc.) Competitive pay: $37.24 - $55.86 per hour, dependent on relevant qualifications, plus an annual discretionary incentive plan and benefits package. The target starting pay for this position is $37.24 - $46.55 per hour, typically within the first half of the range. Actual offers will be based on individual qualifications relevant to the role and will not take an applicant's pay history into account. The range above allows our employees room for growth through annual merit and other pay increase during their tenure in the position. Position location: 330 Union Ave, Olympia WA. Employee must reside and perform all work in the state of Washington. This is a hybrid position that blends working in-office and from home. Works onsite 2 occasions per week. When you'd work: Monday - Friday, 8:00 am - 5:00pm, full time minimum 40 hours pe