Information Management Team Lead – Process, Control and Reporting Services

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Job Description:
This job is responsible for providing subject matter expertise across an information management operations function, and supporting the manager in all aspects of day-to-day management of the team's operations. Key responsibilities include employee training and coaching, addressing employee inquiries, escalations, approvals, and team supervision to ensure processes are executed correctly. Job expectations include escalating issues to the team manager when necessary, while maintaining a deep knowledge of all key functions supported.

Responsibilities:

• Performs moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures
• Coordinates and manages team workflow across various systems to ensure daily processes are completed accurately and deliverables are met
• Provides day-to-day training and coaching to team members while addressing employee inquiries and escalations
• Monitors team service levels, volume, performance metric reporting, escalating concerns where appropriate
• Conducts quality assurance reviews and provides routine supervisory manager approvals
• Researches complex operational and client requests, issues, and escalations to identify root cause and assist with remediation efforts and solutions
• Identifies and recommends opportunities for process improvement and risk mitigation to senior management

Skills:

• Attention to Detail
• Customer and Client Focus
• Oral Communications
• Account Management
• Adaptability
• Analytical Thinking
• Critical Thinking
• Written Communications
• Active Listening
• Collaboration
• Problem Solving
• Stakeholder Management

Line of Business Job Description:

The Business Controls organization within Wealth Management Operations (WMO) provides horizontal risk and control governance oversight for WMO, inclusive of regulatory exams, inquiries, audits, risk reviews & remediation, audit issue portfolio, regulatory reporting, general ledger account maintenance, exposure reporting and complaints.

The Process Control and Reporting Services Team within Business Controls is responsible for Broker Dealer Separation Oversight, Identify & Access Management Governance, Global Records Management, Medallion Stamps, Exposure Reporting, General Ledger Account Maintenance, and Annual Audit Support for Private Bank depository locations.

The Information Management Team Lead within the Process, Control and Reporting Services Team is responsible for exposure and management reporting, system entitlement reviews, monitoring of daily collateralization, and various Private Bank and Merrill Lynch internal account processes. This includes ensuring all exposure data is reported completely and accurately on a daily and monthly basis to Regulatory Reporting as well as maintaining Capital Charge and Reserve totals at or below established targets.

The Team Lead is responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve. The Team Lead will act as a technical expert/unit advisor by providing technical support to less experienced associates and may participate in projects and/or introduction of new initiatives, systems, products/services, and processes.

This role typically requires 3+ years of experience in operations functions and a thorough working knowledge of the operational aspects of transactions and products.

Required Skills:

• 3+ years of relevant business experience
• Ability to execute and deliver results with minimal supervision
• Proven analytical mindset and quantitative capabilities, with some experience working with large data sets
• Flexibility with ability to handle a variety of tasks and projects independently
• Strong communication skills - written and verbal across multiple levels of an organization; able to influence/challenge and negotiate to keep all parties engaged in the process; establish partnerships; leading larger group meetings via conference calls
• Strong relationship management skills to foster a collaborative working environment

• Highly organized with a self-starter attitude and ability to execute in a fast-paced environment with competing priorities
• Exceptional attention to detail and the ability to hold others accountable without direct supervision
  
  Proven ability to provide comprehensive solutions to complex needs and/or problem
• Experience with process improvement and proven ability to analyze a process and make recommendations for change
• Demonstrate critical thinking and intellectual curiosity to drive change

Desired Skills:

• Proficient with SharePoint, PowerPoint and Process Owner Portal (POP)

• Consistently works well with business partners to understand asks and drive conversations and results on initiatives/deliverables.
• Regularly displays a willingness to assist and helps in the completion of business deliverables.
• Continually displays patience and support in adapting to business and staffing changes.
• Understands big picture, quickly adapts, and implements changes.
• Effectively communicates across all band levels (inclusive of executives and senior leaders) to ensure compliance with regulations and enterprise standards.

Shift:

Hours Per Week: