Special Projects Manager - Operations

Job Description

Position Purpose: The Special Projects Manager is primarily responsible for working with various Operations teams to ensure peak efficiency and regulatory compliance with all daily processes and responsibilities. In addition to these primary duties, the Special Projects Manager will assist with projects outside the normal day-to-day scope of Operations and provide support to other areas as needed.

Primary Accountabilities/Responsibilities:

• Audit various Operations teams on a cyclical basis, performing the following:
  • Sitting with each member of team staff to:
    • Review daily checklists for accuracy and efficiency
    • Review desk procedures for accuracy and efficiency
    • Help determine if there are newer and more efficient methods available to process tasks
  • Make recommendations for changes in daily checklists and desk procedures
  • Review WSPs with team management to ensure they are up-to-date and make updates as needed
  • Provide Ops management with an overall summary of each respective team, including:
    • Evaluation of team effectiveness
    • Overall efficiency
    • Strengths, weaknesses, and areas needing improvement
• Responsible for overseeing Operations WSPs, keeping them up-to-date and obtaining management approval
• Responsible for overseeing Ops BCP plans, keeping them up-to-date and obtaining management approval
• Assist on special projects with overarching reach across various teams within Operations as assigned by management
• Assist with projects related to Operations as needed
• Maintain prompt and regular attendance
• This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other duties or responsibilities that management deems necessary

Job Requirements:

• Bachelor's degree in business, finance or related field or equivalent work experience
• At least 5 years prior work experience in banking or securities related field (StoneX experience preferred)
• FINRA Series 99 License, or equivalent
• Strong critical thinking and analytical skills with high attention to detail
• Excellent organizational and time management skills with the ability to multi-task
• Exceptional communication skills - oral and written, with an emphasis on customer service
• Proficiency in Microsoft Office applications including, but not limited to Outlook, Excel, Word, and PowerPoint
• Ability to take direction, work independently and within a team environment
• Adaptable to change in a highly regulated industry