Client Data Manager III

Position Summary:

As a Client Data Manager III, you will be responsible for planning, organizing and overseeing activities and staff for Custody Services. You will work within stringent time constraints and in a high volume, dynamic environment. You will recommend and implement specific procedures in an effort to maximum effectiveness and efficiency of processes; establish operational policies and budgets; ensure adherence to applicable agency guidelines; and make timely recommendations for production/service improvements.

Job Responsibilities:

• Responsible for managing a major department within Custody Services, including the implementation of operational policies and plans.
• Recommend and implement enhancements to improve effectiveness and efficiency of services and systems.
• Manage resources and operating expenses. Resolve escalated complex customer issues.
• Manage, coordinate, and direct the operations of up to 15 employees. Manage and direct overall team activities and monitor progress.
• Define and measure performance standards, staff development as well as building and maintaining a positive work environment.
• Prepare annual performance appraisals, monthly feedback sessions, continuous development plans, and communicate to staff.
• Adherence to policies and procedures, while seeking opportunities to improve processes and operating efficiency.
• Build collaborative internal and external relationships. Leverage tools to track and maximize team performance.
• Develop strategic plans to facilitate meeting long-term goals and future investment planning.
• Proactively identify hidden problems and patterns in data and use these insights to drive improvements to processes.
• Strong analytical skills to assess process needs and identify opportunities for optimization.
• Analyze existing business processes to identify areas for improvement and automation.

Required Qualifications, Capabilities, and Skills:

• Proven people management skills to include setting objectives, providing performance feedback, evaluating and rewarding performance
• Planning and budget management skills
• Strong technical aptitude and analytical skills
• Independent decision making
• Ability to find creative solutions for complex issues
• Able to meet deadlines and multi-task and Ability to build high performing teams
• Proven interpersonal and team-oriented skills
• Ability to handle employee and peer situations with professionalism and tact
• Must have exceptional communication skills with ability to communicate with all levels of management and staff
• Ability to communicate effectively, build and maintain rapport with customers, peers, third parties, investors, colleagues, and other departments
• Ability to motivate, develop and retain talent and Ability to learn and explain detailed processes

Preferred Qualifications, Capabilities, and Skills:

• 5-10 years prior supervisory experience required.
• Strong PC skills, including Microsoft Office Suite.
• Strong knowledge of collateral tracking and image repository systems.