Operations Vice President jobs at Bristol County Savings Bank

Bring more to life. Are you ready to accelerate your potential and make a real difference within life sciences, diagnostics and biotechnology? At SCIEX, one of Danaher's 15+ operating companies, our work saves lives-and we're all united by a shared commitment to innovate for tangible impact. You'll thrive in a culture of belonging where you and your unique viewpoint matter. And by harnessing Danaher's system of continuous improvement, you help turn ideas into impact - innovating at the speed of life. As part of SCIEX, you will help to influence life changing research and outcomes, while accelerating your potential. For more than 50 years, we have been empowering our customers to solve the most impactful analytical challenges in quantitation and characterization through ground-breaking innovation and outstanding reliability and support. You will be part of a winning team, enabled by DBS, that is passionate about helping life science experts around the world get to answers they can trust. Learn about the Danaher Business System which makes everything possible. The Director of Commercial Operations is responsible for playing a strategic and enabling role across Sales, Customer Service, Finance, and Marketing teams. This position ensures operational alignment, process efficiency, and data-driven support to help regional teams meet commercial goals. The role requires strong cross-functional collaboration and a focus on scalable solutions that enhance performance and customer experience. This position reports to the VP Sales and Customer Service, General Manager and is part of the Americas Commercial Dept and will be fully REMOTE. In this role, you will have the opportunity to: Apply knowledge of key business drivers and partners across the Commercial organization to Identify and solve complex, operational and organizational problems, implement automations, and develop process improvements that drive commercial effectiveness Influence leaders to take action based on data driven decisions, oversee regional performance tracking, reporting, and forecasting to support strategic decision-making across commercial functions Develop and prioritize plans for Commercial functions, lead CRM and other commercial tool optimization within region to improve automation, reduction of Muda (waste), data quality, usability, and adoption of standard work Oversee Sales Operations teams to streamline workflows, improve Customer Experience through the entire OTC cycle, enable Sales, and steer cross-functional initiatives that enhance operational efficiency Collaborate with corporate functions (e.g., IT, Finance, Global Commercial Operations) to align regional needs with enterprise systems and global strategies. The essential requirements of the job include: Bachelor's degree in Business, Operations, related field with 5+ years of experience in commercial operations, sales support, or business process improvement OR 10+ years of experience in commercial operations, sales support, or business process improvement Demonstrated analytical skills and experience with CRM and BI tools (e.g., Salesforce, Power BI) Proven ability to lead cross-functional projects and drive operational change Proven knowledge & experience with automation tools and scalable process design Knowledge of revenue recognition principles, performance metrics, and commercial planning Travel Requirements: This position requires up to 50% flying and/or driving travel, which includes overnight stays. Travel will primarily be domestic but may occasionally be international. It would be a plus if you also possess previous experience in: MBA preferred Project or Program Management Oracle ERP Order-to-Cash Processes SCIEX, a Danaher operating company, offers a broad array of comprehensive, competitive benefit programs that add value to our lives. Whether it's a health care program or paid time off, our programs contribute to life beyond the job. Check out our benefits at Danaher Benefits Info. At SCIEX we believe in designing a better, more sustainable workforce. We recognize the benefits of flexible, remote working arrangements for eligible roles and are committed to providing enriching careers, no matter the work arrangement. This position is eligible for a remote work arrangement in which you can work remotely from your home. Additional information about this remote work arrangement will be provided by your interview team. Explore the flexibility and challenge that working for SCIEX can provide. The annual salary range for this role is $160,000.00-$180,000.00 . This is the range that we in good faith believe is the range of possible compensation for this role at the time of this posting. This range may be modified in the future. This job is also eligible for bonus/incentive pay. We offer comprehensive package of benefits including paid time off, medical/dental/vision insurance and 401(k) to eligible employees. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. #LI-AP1 #LI-Remote Join our winning team today. Together, we'll accelerate the real-life impact of tomorrow's science and technology. We partner with customers across the globe to help them solve their most complex challenges, architecting solutions that bring the power of science to life. For more information, visit **************** Danaher Corporation and all Danaher Companies are committed to equal opportunity regardless of race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity, or other characteristics protected by law. The U.S. EEO posters are available here. We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact:************** or applyassistance@danaher.com.

For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking. In our collegial environment that's marked by low turnover and high energy, you'll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences. We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm. HarbourVest is an equal opportunity employer. This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed. The Vice President, Client Ops New Business Implementation will lead the operational build aspects for the firms' new investment solutions for our clients. The VP will be part of the Client Operations platform, which is collectively responsible for identifying, assessing and standing up key new operational builds for the firm's new products. The role will include close collaboration with the different areas of Client Operations and ongoing partnership with a diverse set of colleagues across the firm, including Strategy, Innovation, and Execution, Legal, Compliance, Marketing, Investor Relations, Private Wealth, Tax, and Financial Planning & Analysis, as well as external providers and advisors. The ideal candidate is someone who is: * Brings HarbourVest legacy background around systems and processes * Ability to provide commercially driven insights that inform strategic decision making * Established network of industry relationships and contacts to leverage to support business research and best practices. * Brings cross functional expertise with experience in one or more of the five operational functions below: * Accounting * Client Experience * Performance/Analytics * Transfer Agent * Treasury * Corporate Finance * Compliance - Regulatory and tax * Strong attention to detail and ability to push for client operational decisions on a project while seeking input from different perspectives, without existing precedents * Experience with separately managed mandates, complex open and closed end fund structures, alternatives, private equity, credit investments, real assets and various performance fees structures. * Ability to clearly communicate complex technical concepts in simple terms by building a template/model, summarizing in writing and in person. * Experience working in team environments, with the ability to lead or facilitate group efforts. What you will do: Vice President, Client Ops New Business Implementation will report into the Head of New Business Implementation for Client Operations and will lead the design the operational development of specific new products that are novel to the firm and align with the firm's strategy. The role will include: * Strong partnership and collaboration with an experienced group of senior professionals to assess the operational builds capacity and needs that may impact the operational model involving accounting, treasury functions, taxation, client onboarding, reporting, performance and third-party service providers. * Assist in all aspects of the client operational launch of a new product from the point of concept to full transition to the "run" team. * Initial assessment of key new operational processes and technology require for new product implementation. Leverage efficiencies and opportunities from past launches. * Establishing key dependencies and goals to meet client operational readiness launch targets * Carefully reviewing legal and other product documentation from an operational commercial perspective * Soliciting feedback and input from a large cross-section of the organization and evaluating different inputs to inform decisions around product terms and related sales and operating models * Coordinating with operational leads to ensure that the firm will be prepared to support the operational needs * Sharing experience and insights to influence product strategy and planning to build efficiencies across product strategies. * Other responsibilities as required What you bring: * 10+ years of professional experience in the private markets or asset management space, focused on client operations, understanding of fund structuring, involvement in product launch and related topics. * Demonstrated excellence in implementing multi-dimensional projects * Strong familiarity with SEC regulatory reporting, US GAAP, LUX GAAP and other basis of accounting * Strong understanding of the mechanics and inter-dependencies of alternative investment funds * Familiarity with different legal structures used for investors to access private market strategies Education Preferred: * Bachelors degree or equivalent experience Experience: * 10+ years of experience in private equity or alternatives asset class #LI-Hybrid Salary Range $167,000.00 - $283,000.00 This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.

For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking. In our collegial environment that's marked by low turnover and high energy, you'll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences. We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm. HarbourVest is an equal opportunity employer. This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed. The Vice President, Client Ops New Business Implementation will lead the operational build aspects for the firms' new investment solutions for our clients. The VP will be part of the Client Operations platform, which is collectively responsible for identifying, assessing and standing up key new operational builds for the firm's new products. The role will include close collaboration with the different areas of Client Operations and ongoing partnership with a diverse set of colleagues across the firm, including Strategy, Innovation, and Execution, Legal, Compliance, Marketing, Investor Relations, Private Wealth, Tax, and Financial Planning & Analysis, as well as external providers and advisors. The ideal candidate is someone who is: Brings HarbourVest legacy background around systems and processes Ability to provide commercially driven insights that inform strategic decision making Established network of industry relationships and contacts to leverage to support business research and best practices. Brings cross functional expertise with experience in one or more of the five operational functions below: -Accounting -Client Experience -Performance/Analytics -Transfer Agent -Treasury -Corporate Finance -Compliance - Regulatory and tax Strong attention to detail and ability to push for client operational decisions on a project while seeking input from different perspectives, without existing precedents Experience with separately managed mandates, complex open and closed end fund structures, alternatives, private equity, credit investments, real assets and various performance fees structures. Ability to clearly communicate complex technical concepts in simple terms by building a template/model, summarizing in writing and in person. Experience working in team environments, with the ability to lead or facilitate group efforts. What you will do: Vice President, Client Ops New Business Implementation will report into the Head of New Business Implementation for Client Operations and will lead the design the operational development of specific new products that are novel to the firm and align with the firm's strategy. The role will include: Strong partnership and collaboration with an experienced group of senior professionals to assess the operational builds capacity and needs that may impact the operational model involving accounting, treasury functions, taxation, client onboarding, reporting, performance and third-party service providers. Assist in all aspects of the client operational launch of a new product from the point of concept to full transition to the “run” team. Initial assessment of key new operational processes and technology require for new product implementation. Leverage efficiencies and opportunities from past launches. Establishing key dependencies and goals to meet client operational readiness launch targets Carefully reviewing legal and other product documentation from an operational commercial perspective Soliciting feedback and input from a large cross-section of the organization and evaluating different inputs to inform decisions around product terms and related sales and operating models Coordinating with operational leads to ensure that the firm will be prepared to support the operational needs Sharing experience and insights to influence product strategy and planning to build efficiencies across product strategies. Other responsibilities as required What you bring: 10+ years of professional experience in the private markets or asset management space, focused on client operations, understanding of fund structuring, involvement in product launch and related topics. Demonstrated excellence in implementing multi-dimensional projects Strong familiarity with SEC regulatory reporting, US GAAP, LUX GAAP and other basis of accounting Strong understanding of the mechanics and inter-dependencies of alternative investment funds Familiarity with different legal structures used for investors to access private market strategies Education Preferred: Bachelors degree or equivalent experience Experience: 10+ years of experience in private equity or alternatives asset class #LI-Hybrid Salary Range $167,000.00 - $283,000.00 This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.

Who we are looking for In this role as Vice President - Alpha Operations Client Pathways, you will work with State Street teams from around the globe to lead a team or multiple teams supporting the transformation of some of State Street's key middle office clients. You will have leadership and strategy responsibility to oversee and deliver all day-to-day responsibilities of your teams in a fast-paced, flexible and exciting environment. The role will need to initiate and develop good communication and interpersonal relationships with operations, technology and client relationship teams to ensure any change initiatives maintain the high level of service that is currently being provided to these clients. Why this role is important to us This is a transformation and managerial position with significant change the bank's responsibility within Middle Office Services. This is a project lead with oversight responsibilities of a functional area, managing both direct reports and cross functional teams. Responsibilities include oversight of business analysis, solutions design and implementation, working closely with client and technology partners. In addition to operational and team responsibilities, this role is client facing, and acts as a primary escalation point for all program/project related items both internally at State Street and with the client. The candidate should be a hands-on leader who is required to ensure the team(s) under their responsibility undertake appropriate learning, analysis, documentation and implementation practices, ensure timely response to client-initiated queries, and escalation of any potential risks or issues which will impact our change delivery. What you will be responsible for Critical business priorities: * Drive forward workstreams within a large client facing strategic initiative with Alpha Operations * Manage and drive Business Analysis and Testing activities, both personally and leading a team * Be accountable for deliverable and tollgate timelines, documentation and presentation * Ensure a robust control environment is built into any model evolutions being designed Role Definition: * Leader will be responsible for driving our team's evaluation of current operating models and designing, documenting and executing upon a market leading future state operating model * Understand existing business and technology structures and operating models at State Street including hand offs, process flow and delivery across both client facing sites and operations hubs * Develop large scale transformation strategies to overhaul and redesign the operating model to focus on client experience, automation, efficiency and process improvements using best in class tools * Collaborate with Operations, Transformation, and Technology teams to ensure the core pillars of the program are understood, adopted and operational requirements are clear and tested. * Assess performance of the program against benefit and outcome targets (Financial & non-financial), manage risks and issues and take corrective measurements. * Partner with client, operations and program leadership to execute on these process re-engineering changes globally As a Vice President, we require strong leadership and advanced skills in areas such as: * Ability to navigate a large, global organization. Build meaningful relationships and develop an effective network. * Work successfully in a matrixed environment. Effectively manage multiple stakeholders, determine highest priorities for the organization, identify and resolve contention between directives. * Proven leadership skills as well as managing and developing a high performing team. * Excellent time management, presentation and communication skills to effectively reach multiple reporting levels (clients, other 3rd parties, executives, peers, subordinates). Flexibility across multiple communication formats * Proven track record of achieving/exceeding financial goals through expense discipline and headcount management. * Experience with change management programs in sponsorship, leadership roles. Demonstrated ability to execute under challenging circumstances and deliver targeted outcomes. * Demonstrated ability to manage, coach and influence colleagues and virtual team members. * Cross-cultural awareness and the ability to connect with colleagues globally in a collaborative, open work environment. Serve as a role model of acceptance and flexibility in dealing with colleagues with varying backgrounds. The candidate for the Vice President Alpha Operations Client Pathways role will possess and/or be able to demonstrate: * A proven track record at a senior level in client facing role such as business and IT relationship management, account management, delivery executive, or related disciplines with Executive level reporting experience * 15 years + experience in financial services presently in a leadership role, having managed large scale transformation roles. * Deep understanding of the Corporate Investment Banking landscape, with experience leading operational teams within the Middle Office space * Strong Stakeholder and Relationship Management skills * In-depth understanding of the linkage between information technology and business value * Operations experience program managing large scale initiatives and implementations * Strategic thinker with an ability to effectively partner with Operations and Transformation leads, technology partners and senior management * Creative and analytical ability in problem resolution and troubleshooting * Collaborative leadership and work style Salary Range: $125,000 - $200,000 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Who we are looking for In this role as Vice President - Alpha Operations Client Pathways, you will work with State Street teams from around the globe to lead a team or multiple teams supporting the transformation of some of State Street's key middle office clients. You will have leadership and strategy responsibility to oversee and deliver all day-to-day responsibilities of your teams in a fast-paced, flexible and exciting environment. The role will need to initiate and develop good communication and interpersonal relationships with operations, technology and client relationship teams to ensure any change initiatives maintain the high level of service that is currently being provided to these clients. Why this role is important to us This is a transformation and managerial position with significant change the bank's responsibility within Middle Office Services. This is a project lead with oversight responsibilities of a functional area, managing both direct reports and cross functional teams. Responsibilities include oversight of business analysis, solutions design and implementation, working closely with client and technology partners. In addition to operational and team responsibilities, this role is client facing, and acts as a primary escalation point for all program/project related items both internally at State Street and with the client. The candidate should be a hands-on leader who is required to ensure the team(s) under their responsibility undertake appropriate learning, analysis, documentation and implementation practices, ensure timely response to client-initiated queries, and escalation of any potential risks or issues which will impact our change delivery. What you will be responsible for Critical business priorities: Drive forward workstreams within a large client facing strategic initiative with Alpha Operations Manage and drive Business Analysis and Testing activities, both personally and leading a team Be accountable for deliverable and tollgate timelines, documentation and presentation Ensure a robust control environment is built into any model evolutions being designed Role Definition: Leader will be responsible for driving our team's evaluation of current operating models and designing, documenting and executing upon a market leading future state operating model Understand existing business and technology structures and operating models at State Street including hand offs, process flow and delivery across both client facing sites and operations hubs Develop large scale transformation strategies to overhaul and redesign the operating model to focus on client experience, automation, efficiency and process improvements using best in class tools Collaborate with Operations, Transformation, and Technology teams to ensure the core pillars of the program are understood, adopted and operational requirements are clear and tested. Assess performance of the program against benefit and outcome targets (Financial & non-financial), manage risks and issues and take corrective measurements. Partner with client, operations and program leadership to execute on these process re-engineering changes globally As a Vice President, we require strong leadership and advanced skills in areas such as: Ability to navigate a large, global organization. Build meaningful relationships and develop an effective network. Work successfully in a matrixed environment. Effectively manage multiple stakeholders, determine highest priorities for the organization, identify and resolve contention between directives. Proven leadership skills as well as managing and developing a high performing team. Excellent time management, presentation and communication skills to effectively reach multiple reporting levels (clients, other 3rd parties, executives, peers, subordinates). Flexibility across multiple communication formats Proven track record of achieving/exceeding financial goals through expense discipline and headcount management. Experience with change management programs in sponsorship, leadership roles. Demonstrated ability to execute under challenging circumstances and deliver targeted outcomes. Demonstrated ability to manage, coach and influence colleagues and virtual team members. Cross-cultural awareness and the ability to connect with colleagues globally in a collaborative, open work environment. Serve as a role model of acceptance and flexibility in dealing with colleagues with varying backgrounds. The candidate for the Vice President Alpha Operations Client Pathways role will possess and/or be able to demonstrate: A proven track record at a senior level in client facing role such as business and IT relationship management, account management, delivery executive, or related disciplines with Executive level reporting experience 15 years + experience in financial services presently in a leadership role, having managed large scale transformation roles. Deep understanding of the Corporate Investment Banking landscape, with experience leading operational teams within the Middle Office space Strong Stakeholder and Relationship Management skills In-depth understanding of the linkage between information technology and business value Operations experience program managing large scale initiatives and implementations Strategic thinker with an ability to effectively partner with Operations and Transformation leads, technology partners and senior management Creative and analytical ability in problem resolution and troubleshooting Collaborative leadership and work style Salary Range: $125,000 - $200,000 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ***************************************** . About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer. Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work! The Managing Director of Revenue Operations is a key leadership role responsible for overseeing and optimizing the processes, workforce management, systems, and strategies that drive the company's revenue growth with direct oversight of Inside Sales while supporting and working collaboratively with outside sales, stakeholders and marketing. This role is responsible for aligning inside sales, marketing, member success, and finance functions to ensure seamless revenue generation, increased case conversion, forecasting pipeline, and execution. The VP of Revenue Operations will play a strategic role in driving operational efficiency, improving scalability, and ensuring data-driven decision-making across the organization and specifically with Inside Sales execution. The Vice President of Revenue Operations is a key leadership role responsible for overseeing and optimizing the processes, workforce management, systems, and strategies that drive the company's revenue growth with direct oversight of Inside Sales while supporting and working collaboratively with outside sales, stakeholders and marketing. This role is responsible for aligning inside sales, marketing, member success, and finance functions to ensure seamless revenue generation, increased case conversion, forecasting pipeline, and execution. The VP of Revenue Operations will play a strategic role in driving operational efficiency, improving scalability, and ensuring data-driven decision-making across the organization and specifically with Inside Sales execution. What you will do Enhance processes, reporting and systems to support the sales operations, special programs and settlement solutions teams to drive their day-to-day productivity and create operational efficiencies. Develop and implement comprehensive revenue strategies in collaboration with outside sales, marketing, and finance teams to ensure consistent growth. Provide the right tools and resources to drive best outcomes. Maintain high levels of performance for sales operations metrics including call answer rate, call quality, Referral turnaround time, data accuracy to ensure optimum performance. Measure team productivity through reporting and scorecards. Oversee workloads and adjust resources accordingly based on new business, referral inventory and complex case/benefit review. Create a motivational environment to meet and exceed all targeted business objectives. Promote Sales incentives, contests and recognition driving additional revenue. Alert senior leadership of critical incidents that could impact our work or relationship with client clients. Oversee complex claims, issues with state/ federal benefits and referrals involving Trusts. Continuous learning to best support questions, overcoming settlement barriers, and any knowledge gaps. Assists with the day-to-day activities of the Sales Operations employees by planning work schedules to cover business hours, including weekends to meet business needs and quality metrics with phones calls, emails, work queues et. al. Review audit template, audit cadence and feedback loop for case handling improvement and team performance. Evaluate possibility of integrating Dynamics and Gong audits. Ensure alignment between sales, marketing, and customer success teams to optimize the entire customer lifecycle from lead generation to renewal and upsell. Collaborate with product, finance, and operations teams to streamline processes and ensure data integrity. Oversee and manage the day-to-day operations of the revenue operations team, including sales operations and special programs. Develop and maintain systems for tracking revenue performance and key KPIs. Continuously evaluate and improve processes to enhance efficiency, scalability, and revenue effectiveness. Oversee the implementation and optimization of CRM systems, sales enablement tools, marketing automation platforms, and other revenue-related technologies. Ensure that tools and technologies support a seamless and efficient revenue cycle. Lead, mentor, and develop the revenue operations team to ensure strong performance and professional growth. Evaluate inside sales Linked-In courses to improve our conversations. Foster a collaborative, high-performance culture that supports the company's goals. Identify opportunities for process improvement and automation in sales, marketing, and customer success operations. Implement strategies to streamline workflows and enhance the efficiency of revenue-generating functions. 30%-40% domestic travel is required. Skills and Abilities Proven track record of driving revenue growth and operational efficiency in a high-growth environment. Strong understanding of CRM systems, sales enablement tools, marketing automation, and data analytics platforms. Excellent leadership, communication, and interpersonal skills. Strong analytical and problem-solving abilities. Ability to work cross-functionally and influence at all levels of the organization. Education Qualifications Bachelor's Degree in Arts/Sciences (BA/BS) required Experience Qualifications 10+ years experience in revenue operations, sales operations, or a similar leadership role required Experience in insurance, claims, and or settlements preferred This is a Hybrid role with a 3 day a week in office requirement The estimated salary range for this position is $175,000USD to $195,000USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation. #LI-BB1 Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.

Who we are looking for The Business Onboarding and Transitions (BOaT) team is seeking a talented individual to manage the team responsible for general administration of customer custody accounts. Why this role is important to us The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our clients make better investment choices and act on growth opportunities. Join us if making your mark in the financial services industry from day one is a challenge you are up for. What you will be responsible for As a Client Service Consultant you will Effectively manage the day-to-day operations of the team that administers custody accounts for the North American client base, ensuring that all processes related to account opening, maintenance, compliance, and transitions are handled efficiently and accurately Establish and foster client relationships Effectively coordinate with internal departments, respond to client escalations, maintain meticulous records, and support both new and existing clients through their onboarding and account transition phases Monitor and evaluate the continuing effectiveness of processes, system and procedures, initiating remedial action as necessary Ensure that KPI measures (as defined in SLAs with internal Business Units and where applicable) are achieved on a monthly basis What we value These skills will help you succeed in this role Attention to detail Ability to manage multiple tasks, and prioritize Superior problem-solving and critical analysis Knowledge of relevant State Street systems Effective communication Commitment to providing first-class customer service Education & Preferred Qualifications Bachelor's degree required Minimum 10 years of experience in financial services, global custody preferred About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers Salary Range: $115,000 - $182,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ***************************************** . About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Who we are looking for The Business Onboarding and Transitions (BOaT) team is seeking a talented individual to manage the team responsible for general administration of customer custody accounts. Why this role is important to us The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our clients make better investment choices and act on growth opportunities. Join us if making your mark in the financial services industry from day one is a challenge you are up for. What you will be responsible for As a Client Service Consultant you will Effectively manage the day-to-day operations of the team that administers custody accounts for the North American client base, ensuring that all processes related to account opening, maintenance, compliance, and transitions are handled efficiently and accurately Establish and foster client relationships Effectively coordinate with internal departments, respond to client escalations, maintain meticulous records, and support both new and existing clients through their onboarding and account transition phases Monitor and evaluate the continuing effectiveness of processes, system and procedures, initiating remedial action as necessary Ensure that KPI measures (as defined in SLAs with internal Business Units and where applicable) are achieved on a monthly basis What we value These skills will help you succeed in this role Attention to detail Ability to manage multiple tasks, and prioritize Superior problem-solving and critical analysis Knowledge of relevant State Street systems Effective communication Commitment to providing first-class customer service Education & Preferred Qualifications Bachelor's degree required Minimum 10 years of experience in financial services, global custody preferred About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers Salary Range: $115,000 - $182,500 Annual The range quoted above applies to the role in the location specified. If the candidate would ultimately work outside of the location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ***************************************** . About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

OMG Inc. is a leading manufacturer of fastening products and technologies for the commercial roofing and construction industries worldwide. Headquartered in western Massachusetts, OMG is an equal opportunity employer prioritizing the safety of our employees and customers. The company values integrity, teamwork, diversity, trust, respect, commitment, and a passion for excellence. OMG is a global company operating manufacturing facilities in Massachusetts, Illinois, and Minnesota. Position Overview Finishing operations-including cathodic electro coating, heat treating, packing, Stamping and Cortex plug manufacturing, are essential to delivering high-quality, performance-ready products to our customers. These processes not only enhance their durability, appearance, and functionality, but also ensure we comply with industry standards and customer specifications. Reporting to the Senior Vice President of Operations, the Director of Manufacturing, Finishing, is responsible for driving operational excellence, quality assurance, and continuous improvement across all of our finishing processes. This key position will develop strategies, tactics, and action plans to achieve key performance indicators, building relationships cross-functionally, and understanding customer and market trends to increase effectiveness. The Director of Manufacturing, Finishing, must be a strong communicator, manage their time efficiently, possess strong organizational skills, and above all, be an enthusiastic team player. Position Responsibilities * Promote Safety as the Number One priority of all OMG employees. * Lead and manage Finishing operations across multiple production lines, ensuring safety, quality, and efficiency. * Develop and execute strategic plans to optimize coating, heat treating, plating, and packing processes. * Implement lean manufacturing principles to reduce waste, improve throughput, and enhance productivity. * Oversee workforce planning, training, and performance management for Finishing teams. * Collaborate cross-functionally with Engineering, Quality, Supply Chain, and Lean to resolve issues and drive innovation. * Monitor Commercial strategies to ensure alignment with business goals. * Foster a culture of teamwork, respect, integrity and commitment. * Partner with SVP Operations to align forecasts, key initiatives, and budget allocation. * Monitor manufacturing trends tied to this key business segment to ensure we remain at the forefront of corresponding technologies. * Drive use of automation, robotics, AI and other technologies to improve quality and material velocity and reduce costs and reliance on manual work. * Perform other tasks as assigned. Position Requirements * Bachelor's degree in business administration or similar field, MBA preferred. * 7+ years' sales management experience with a proven track record of results. * Ability to hire, train and develop a world-class Operations team. * Proven track record as a Production Manager, Operations Manager, or other similar position. * Capacity to manage various projects and work on tight deadlines. * Ability to gather and analyze production data to drive material velocity. * Creative problem solving and strong project management skills. * Ability to adapt and overcome changing business conditions. * PC skills including experience with MS Office Suite and ERP (QAD preferred). * Ability to manage 24-7 operations with strong oversight of all shifts. * Positive can-do attitude. Physical Requirements * Ability to walk, stand, stoop, kneel, crouch, crawl, use hands to handle, or feel objects, tools, or controls, reach with hands and arms, climb or balance; and occasionally lift/push/pull/carry up to 25 Must be able to complete all essential job functions listed in the position responsibilities, with or without reasonable accommodation. Position Requirements * Bachelor's degree in business administration or similar field, MBA preferred. * 7+ years' sales management experience with a proven track record of results. * Ability to hire, train and develop a world-class Operations team. * Proven track record as a Production Manager, Operations Manager, or other similar position. * Capacity to manage various projects and work on tight deadlines. * Ability to gather and analyze production data to drive material velocity. * Creative problem solving and strong project management skills. * Ability to adapt and overcome changing business conditions. * PC skills including experience with MS Office Suite and ERP (QAD preferred). * Ability to manage 24-7 operations with strong oversight of all shifts. * Positive can-do attitude. Physical Requirements * Ability to walk, stand, stoop, kneel, crouch, crawl, use hands to handle, or feel objects, tools, or controls, reach with hands and arms, climb or balance; and occasionally lift/push/pull/carry up to 25 Must be able to complete all essential job functions listed in the position responsibilities, with or without reasonable accommodation.

Join our dynamic team as a Global Exchange Traded Funds Operations Control Manager, where you'll drive impactful change and innovation in the Custody Exchange Traded Funds (ETF) space. This role offers unparalleled career growth and the opportunity to collaborate with global stakeholders, enhancing your skills in risk management and data visualization. Be part of a team that values proactive solutions and continuous improvement. As a Global Exchange Traded Funds Operations Control Manager within the Custody Exchange Traded Funds team, you will lead efforts to strengthen our control environment and mitigate operational risks by working closely with global partners to ensure effective risk governance. Your role is crucial in shaping a proactive risk culture, delivering exceptional client experiences, and driving strategic initiatives that enhance our operational framework. You will be at the forefront of operational excellence, utilizing advanced data visualization tools to analyze trends and implement best-in-class governance practices. Collaborate with cross-functional teams to drive intelligent automation, streamline processes, and ensure our operations are efficient and resilient. Your expertise will be key in coordinating audit and regulatory reviews, fostering a culture of transparency and accountability. Job Responsibilities: Lead proactive risk governance and perform root-cause analysis to identify and mitigate operational risks. Conduct targeted reviews and utilize Failure Mode & Effect Analysis (FMEA) to enhance control measures. Ensure controls are effectively designed and implemented, fostering a proactive risk culture. Analyze program-related data and develop reports to support business strategies. Participate in end-to-end process walkthroughs and develop CORE documentation. Manage control meetings, including agenda setting, action tracking, and closure. Oversee the implementation of intelligent automation tools to improve client experiences. Develop comprehensive operations risk metrics and trigger-based escalation processes. Coordinate audit, compliance, and regulatory interactions, implementing lessons learned. Utilize data visualization tools to analyze and present information effectively. Required Qualifications, Capabilities, and Skills: Bachelor's degree in any discipline. 10 or more years of industry experience, with exposure to ETF products . At least 5 years of controls and risk management experience. Strong analytical skills and ability to interpret complex data. Excellent written and verbal communication skills. Highly organized with the ability to manage competing demands. Strong knowledge of ETF and/or Custody operations. Proficiency in data visualization tools. Preferred Qualifications, Capabilities, and Skills: Experience in utilizing data quality, data visualization, and machine learning. Ability to develop and maintain a governance and control environment. Strong collaboration skills with global stakeholders. Experience in audit and regulatory review coordination. Required or Additional Information Visa sponsorship is not available for this position. Work schedules will vary within a full-time, 40-hour per week schedule. You must be willing to work during our operating hours, which may include evenings, weekends, and holidays. Specific information regarding work schedules will be provided by the recruiter.

will be fully remote and can be hired anywhere in the continental U.S._ The Cyber Operations Manager over Threat Detection & Response is responsible to ensure early and accurate detection, response, and containment for threats directed against our clients. As a technical management role, the ideal candidate possesses deep security knowledge/expertise, previous experience as a security practitioner, systems management and administration experience, proven service management skills, and the ability to attract and retain talent in a challenging market. The position is closely involved in helping to mentor, develop and evaluate employee performance as well as helping with the development and continuous improvement of the Security Operations services. How you'll make an impact + Lead 24x7 Threat Detection and Response Analysts providing operational and strategic planning, including fostering innovation, planning projects, and organizing and negotiating the allocation of resources as well managing the day-to-day operations. + Work closely with customers on reporting, stewardship calls, and in the case of escalations. + Enforce all policies and procedures, including those for security, disaster recovery, standards, and service provision. + Drive continuous refinement and improvement of detection and response and incident response processes. + Oversee the security of Client systems via Advanced Fusion Center (AFC) service. + Keep current with the latest vendor updates, expansion opportunities, and technology directions, utilized in the Clients environment. + Collaborate and consult with other Managers on the overall advancement of the Security Operations organization and Optiv in general. + Direct and drive process and documentation improvement. + Manage staffing, including recruitment, supervision, scheduling, development, evaluation, and disciplinary actions. + Develop and maintain an educational environment where the knowledge and performance of the group are constantly advancing. + Perform staff performance appraisals. + Ensure timely reporting of security control gaps and vulnerabilities to the customer. + Prepare reporting of metrics and trending of SLA & KPIs to the customer and client support staff. + Stay abreast of evolving risks, new developments in the security industry, and industry best practices in risk management, threat analysis, and threat response techniques. + Attend info security-related events and network with industry peers to inform engineering and operations processes of effective risk mitigation strategies for attacks. + Oversee team's production of threat intelligence reports that communicate the results of the analyses to the respective audience. + Responsible for the joint team effort to normalize data from vulnerability assessment, penetration test, incident response, and application security project deliverables. + Establish and maintain regular written and in-person communications with the organization's executives, other group heads regarding pertinent activities. + Develop and mentor staff through open communication, training and development opportunities, and performance management processes; build and maintain employee morale and motivation. + Supervisory Responsibilities: Cyber Operations Manager will report to the Director of Security Operations. Qualifications for success: + 12+ years professional IT and Information Security experience + 5+ years leading technical Threat Detection and Response teams + 5+ years professional experience in cyber operations centers + 3+ years professional experience in managed services + One or more certifications in Security/Networking including Security+, GSEC, GCIA, GCIH, CISSP, CISM, CISA, or other security-specific vendors/product certifications + Proven ability to make decisions and perform complex problem-solving activities underpressure. Advanced (************************** business acumen required. + Sharp analytical abilities and the ability to make sound decisions quickly are required. + Deep understanding of SIEM vendors, solutions, and architecture such as LogRhythm, QRadar, Splunk, Exabeam, etc. + Deep understanding of EDR vendors, solutions, and architecture such as Crowdstrike, Cylance, Carbon Black, Microsoft ATP. + Deep understanding of regulatory compliance such as NIST, SOX, HIPPA, NERC CIP, PCI, etc. and their differentiators across global regions + Deep understanding of laws pertaining to cybersecurity and their differentiators across global regions + Understanding of Security Orchestration, Automation, and Response concepts. + Experience working with ticketing and knowledge management systems such as Service Now. + Experience with ITIL concepts and practices. + Experience with security analytics platforms such as Kibana. + Experience with reporting platforms such as DOMO and PowerBI \#LI-TW1 \#LI-Remote **What you can expect from Optiv** + A company committed to championing Diversity, Equality, and Inclusion through our Employee Resource Groups (************************************************ . + Work/life balance + Professional training resources + Creative problem-solving and the ability to tackle unique, complex projects + Volunteer Opportunities. "Optiv Chips In" encourages employees to volunteer and engage with their teams and communities. + The ability and technology necessary to productively work remotely/from home (where applicable) **EEO Statement** Optiv is an equal opportunity employer. All qualified applicants for employment will be considered without regard to race, color, religion, sex, gender identity or expression, sexual orientation, pregnancy, age 40 and over, marital status, genetic information, national origin, status as an individual with a disability, military or veteran status, or any other basis protected by federal, state, or local law. Optiv respects your privacy. By providing your information through this page or applying for a job at Optiv, you acknowledge that Optiv will collect, use, and process your information, which may include personal information and sensitive personal information, in connection with Optiv's selection and recruitment activities. For additional details on how Optiv uses and protects your personal information in the application process, click here to view our Applicant Privacy Notice (************************************************** . If you sign up to receive notifications of job postings, you may unsubscribe at any time.

We're looking for a leader to guide our Technology Operations team in a fast-moving, Microsoft-centric environment. This role covers our infrastructure, networking, cloud platforms, endpoints, and help desk services-ensuring that our 400 employees across 7 U.S. offices have reliable, secure, and user-friendly technology. The manager will oversee a team of seven, balancing strategic direction with hands-on involvement in design and delivery. At NEPC, managers are “working managers”: you'll lead and coach your team while also keeping your technical skills active. Depending on experience, this position can be scoped as a manager role with strong growth potential or as a more seasoned leader ready to operate at scale. Director vs. Manager level will be determined dependent on qualifications and experience. General Responsibilities: Leadership & Team Development Lead, mentor, and develop a team of 7 (system admins, service desk, security, and infrastructure roles). Create growth paths and support professional development. Foster a culture of knowledge sharing, self-service, and inclusive teamwork. Represent Technology Operations on the Digital Business Steering Committee and Emergency Response Team. IT Operations & Service Delivery Ensure reliable, responsive IT support and proactive communication. Oversee infrastructure spanning networking (LAN/WAN/WiFi), Microsoft 365, Okta, Zscaler, servers, storage, and endpoint management. Manage vendor relationships, service agreements, and outsourced IT services. Lead request, incident, problem, and change management processes. Strategic Initiatives & Governance Plan and deliver enterprise initiatives such as hardware refreshes, Zero Trust, DLP, mobile device management, and M365 optimization. Apply project management practices to scope, plan, and execute initiatives on time and within budget. Balance multiple concurrent projects and operational priorities, ensuring steady progress while maintaining high service levels. Coordinate cross-functional efforts and track progress through clear milestones and reporting. Plan for infrastructure growth, cloud capacity, and emerging technology adoption. Partner with Information Security on controls, compliance, and risk management. Maintain disaster recovery and business continuity plans. Build and maintain knowledge bases for systems and troubleshooting. Reporting & Collaboration Develop dashboards and reporting on IT performance and capacity. Communicate risks, progress, and infrastructure health to leadership. Collaborate with partner firms on global standards and architecture. Contribute directly to design, troubleshooting, and implementation when needed. Continuously improve efficiency and service delivery. Job Qualifications: Education/Certification Bachelor's degree in a technical field or equivalent experience. Certifications welcome but not required. Knowledge & Experience Experience managing IT infrastructure and support operations (data center, networking, cloud, endpoints). Demonstrated project management skills, including planning, execution, and delivery of complex technology initiatives (formal PM certification is a plus but not required). Proven ability to manage competing demands across projects, operations, and stakeholder needs. Ability to balance leadership with technical contribution. Vendor and budget management experience. Understanding of security principles and compliance requirements. Strong communication skills across technical and non-technical audiences. Company Background: NEPC, LLC is a full-service investment consulting firm based in Boston, Massachusetts. We were founded in 1986 and now have approximately 375 employees and over 400 clients. We help governments, institutions, families, and individuals preserve and grow their capital across different asset classes and market cycles. We provide a variety of consulting services such as asset allocation, performance measurement, policy formulation, investment manager research, and discretionary portfolio management. Our clients include defined benefit, defined contribution, endowments, foundations, trusts, public, corporate, Taft-Hartley, health & welfare, high net worth, insurance, and private plans. Culture is important to us here at NEPC - our values include putting clients first, doing the right thing, bringing your whole self to work, building trust, embracing change, and having a “we before me” approach in our work. Advancing diversity and inclusion within our firm and industry is also a core initiative at NEPC. We are a strong advocate of promotion from within, so excellent potential exists for professional growth. We're a fun (but demanding) company with excellent working conditions, a very supportive, team-oriented environment, and a full benefits program to support your life and well-being. We offer a competitive salary and bonuses (when applicable). NEPC is an Affirmative Action/Equal Opportunity Employer (September 2025)

The **AI in Operations program** consists of Domain Product teams owning expansion of common capabilities and of the Strategy and Transformation Office, driving the Scaling and Reimagination teams, executive reporting and strategic direction into new Domains and Capabilities. Working closely with AI teams across the firm, the program ensures efficient, thoughtful, innovative use of AI solutions across the Operations space.The newly formed Transformation Office functions as a strategic accelerator driving strategy and execution of AI initiatives, with a focus of leading and accelerating the implementation of the AI in Operations program and providing standardization and transparency into Operations AI use cases across the firm. Given the importance and scale of this transformation, as part of this role you will have the unique opportunity to work closely with our most senior leaders across the business. As a Portfolio Manager within The AI in Operations Transformation Office, you will own the end to end process around the AI use cases to ensure appropriate scaling and collaboration of AI capabilities and prioritization of highest value opportunities across the Operations space. Your experience in program management and understanding of the AI space will enable you to manage this complex, firmwide process. Adept navigation through ambiguity, adaptation to change, and leveraging of advanced analytical reasoning and influencing skills are essential for driving mutually beneficial outcomes. Your exceptional communication abilities will foster productive relationships with stakeholders, cross-functional teams, and clients. Through your technical fluency and thought leadership, you will play a pivotal role in achieving business goals, shaping the firm's technology landscape, and moving work forward that has firmwide impact. **Job responsibilities:** + Own the AI in Operations portfolio management process end to end including the intake process, prioritization and workflow process, and metrics and reporting + Advance and mature the portfolio management process including driving the future direction, strategy, design, governance, and deliverables for the process + Manage reporting and communicate portfolio performance and accomplishments to senior-level stakeholders + Manage AI in Operations portfolio operating model - responsible for documentation, implementation, change management and ongoing strategy and planning + Track key performance indicators (KPIs) and objectives, key results (OKRs) and own all tracking and reporting on program performance and outcomes + Proactively manage team to ensure the success of programs including clearing of team roadblocks and supporting key escalations & challenges + Collaborate with cross-functional teams, including AI in Operations program teams, AI teams across the firm, and Operations teams across the firm. Communicate enhancements, risks, and issues to stakeholders and executive leadership. Build and maintain strong relationships with internal and external stakeholders + Advise and influence senior leaders and business executives on key business decisions, prioritized AI capabilities, and major change initiatives + Develop deep, trust-based advisor relationships with key client stakeholders in management and the Lines of Business (LoBs) to drive delivery and achieve organizational alignment and buy-in + Build, lead, and mentor a high-performing team of program managers; ensure the team has the necessary resources, skills, and support to achieve their goals; promote the sharing of best practices and lessons learned across the team **Required qualifications, capabilities and skills:** + 8 years of industry experience working on program management & change management related activities within a large-scale organization with a focus on large-scale transformation initiatives; BA required + High proficiency with Microsoft PowerPoint for executive level documents and Excel based model for program analytics + Highly effective organizational and project management skills, strong attention-to-detail, independent, self-motivated with ability to manage multiple priorities in fast-paced environment + Strong interpersonal skills, ability to build relationships and effectively partner with all levels of management across a diverse set of functions, locations and business + Excellent oral and written executive-level communication and presentation skills + Strategic thinking and problem-solving abilities, with proven ability to apply a range of analytical tools to develop solutions; working with ambiguity and laser focused on delivering results + Strong leadership and team-building skills **Preferred qualifications, capabilities, and skills:** + Strategy or consulting experience is a plus + A Master's degree in Business Administration (MBA) can be advantageous + Experience in Microsoft SharePoint and data visualization tools such as Alteryx or Tableau is a plus + Strong understanding of AI/ML algorithms, frameworks, and applications and prior experience in AI/ML technology delivery is a plus JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Boston,MA $213,750.00 - $300,000.00 / year

The Opportunity We have an opportunity within our Inforce TOA/Check Deposit team for an Investment Operations Director. As an Investment Operations Director you will oversee a team of Investment Specialists, Consultants, Principals and be part of a highly structured, fast paced team-oriented organization focused on providing quality service and maintaining compliance standards. In this role, as well as all roles within MassMutual, you will demonstrate accountability, agility, a dedication to be inclusive, a strong business acumen, and will show courage, even in the most difficult situations. We also highly value strong communication skills, a passion for learning, leadership traits, resilience, and self-awareness. The Team The team is comprised of 20+ team members with a background in Wealth Management. Their roles vary from leads who support the director in driving the team, principal roles which are licensed individuals responsible for more complex functions and analysts ("processors)" who support the processing of daily incoming/outgoing transfers (e.g. ACATs, DTC, Deliveries, Mutual Fund Transfers), physical check deposits and mobile client deposits via our clearing firm National Financial Services. The team has direct interaction with our advisors, their support staff, compliance, legal and other operational partners. They are high functioning, collaborative and are motivated to do what is best and right for the firm, our advisors, their clients as well as for each other. The team dynamic is unique in that we have members who have grown in role as the broker dealer has grown as well as members who bring an outside perspective or are fairly new to the financial services industry. The team also supports our MMLIS India captive team who is an extension of our stateside team. The Impact * The Investment Operations TOA/Check Deposit Director is expected to have a strong business acumen in the securities and wealth management space to ensure the team is prepared and educated to support strategic initiatives such as the rollout of new product offerings. * The Director and by extension the team is accountable for ensuring processing service levels are consistently maintained and we are providing timely service to our external and internal partners * The Director is responsible for ensuring the team is adhering to firm policies and procedures and as the regulatory landscape evolves, ensuring that we are evaluating current WSPs for necessary changes. * The ideal candidate for this role must demonstrate daily agility and ability to learn, adapt, and implement continuous improvement in support of changing regulatory and competitive landscapes. * Communication and leading others are key in this role. Collaborating with the team to communicate and establish clear strategic and personal goals, provide feedback, partner with direct reports in developmental opportunities and do so in a manner that is inclusive. * Support the strategic vision and growth trajectory of the broker dealer by providing transparent communication, working with the team to ensure readiness, identifying opportunities to improve ease of doing business. * Champion and support change management. The Minimum Qualifications * High School Diploma * Series 7 and Series 24 licenses required at time of application * 5+ years Financial Services / Investments experience * 1+ year leadership or 1:1 coaching/mentoring experience The Ideal Qualifications * 5+ Years Experience the financial services field required * Strong analytical/Problem solving skills * Strong written, verbal, and interpersonal communication skills * Listening skills * Organization navigation skills * Time Management (multi-tasking * SME in multiple functions and proficient in most functions * Change Management Champion What to Expect as Part of MassMutual and the Team * Regular meetings with the MMLIS In-Force Operations Team * Focused one-on-one meetings with your manager * Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups * Access to learning content on Degreed and other informational platforms * Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-DK1 Salary Range: $95,100-$124,800 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.

The Opportunity We have an opportunity within our Inforce TOA/Check Deposit team for an Investment Operations Director. As an Investment Operations Director you will oversee a team of Investment Specialists, Consultants, Principals and be part of a highly structured, fast paced team-oriented organization focused on providing quality service and maintaining compliance standards. In this role, as well as all roles within MassMutual, you will demonstrate accountability, agility, a dedication to be inclusive, a strong business acumen, and will show courage, even in the most difficult situations. We also highly value strong communication skills, a passion for learning, leadership traits, resilience, and self-awareness. The Team The team is comprised of 20+ team members with a background in Wealth Management. Their roles vary from leads who support the director in driving the team, principal roles which are licensed individuals responsible for more complex functions and analysts (“processors)” who support the processing of daily incoming/outgoing transfers (e.g. ACATs, DTC, Deliveries, Mutual Fund Transfers), physical check deposits and mobile client deposits via our clearing firm National Financial Services. The team has direct interaction with our advisors, their support staff, compliance, legal and other operational partners. They are high functioning, collaborative and are motivated to do what is best and right for the firm, our advisors, their clients as well as for each other. The team dynamic is unique in that we have members who have grown in role as the broker dealer has grown as well as members who bring an outside perspective or are fairly new to the financial services industry. The team also supports our MMLIS India captive team who is an extension of our stateside team. The Impact The Investment Operations TOA/Check Deposit Director is expected to have a strong business acumen in the securities and wealth management space to ensure the team is prepared and educated to support strategic initiatives such as the rollout of new product offerings. The Director and by extension the team is accountable for ensuring processing service levels are consistently maintained and we are providing timely service to our external and internal partners The Director is responsible for ensuring the team is adhering to firm policies and procedures and as the regulatory landscape evolves, ensuring that we are evaluating current WSPs for necessary changes. The ideal candidate for this role must demonstrate daily agility and ability to learn, adapt, and implement continuous improvement in support of changing regulatory and competitive landscapes. Communication and leading others are key in this role. Collaborating with the team to communicate and establish clear strategic and personal goals, provide feedback, partner with direct reports in developmental opportunities and do so in a manner that is inclusive. Support the strategic vision and growth trajectory of the broker dealer by providing transparent communication, working with the team to ensure readiness, identifying opportunities to improve ease of doing business. Champion and support change management. The Minimum Qualifications High School Diploma Series 7 and Series 24 licenses required at time of application 5+ years Financial Services / Investments experience 1+ year leadership or 1:1 coaching/mentoring experience The Ideal Qualifications 5+ Years Experience the financial services field required Strong analytical/Problem solving skills Strong written, verbal, and interpersonal communication skills Listening skills Organization navigation skills Time Management (multi-tasking SME in multiple functions and proficient in most functions Change Management Champion What to Expect as Part of MassMutual and the Team Regular meetings with the MMLIS In-Force Operations Team Focused one-on-one meetings with your manager Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-DK1 Salary Range: $95,100-$124,800 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.

If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer. Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work! The Portfolio Strategy and Business Operations Lead, Managing Director role will work within the Middle Market division of the Commercial Bank. The key focus of this role is to provide foundational contributions to the buildout and advancement of Middle Market's reporting, processes, and controls. You will be responsible for designing, delivering, and continuously improving reporting frameworks and data-driven insights that support portfolio oversight, performance monitoring, and strategic decision-making. Additionally, this role will be responsible for supporting and leading key initiatives and projects that help Middle Market and Webster reach our strategic objectives. The role will collaborate with multiple internal and external stakeholders, including credit professionals, finance, commercial administration, technology partners, and senior management. The candidate must possess a strong work ethic, be focused on attention to detail and be motivated by success. The ideal candidate will have experience in financial services, particularly in the Commercial Banking space. It is also critical that this person is comfortable with rapidly changing and evolving direction and priorities. Responsibilities: Lead the development and enhancement of recurring and ad hoc portfolio reports, dashboards, and analytics in support of performance, risk, and operational metrics Partner with portfolio managers and senior leadership to understand reporting needs and translate business requirements into actionable insights Drive automation and process improvement initiatives to streamline data collection, validation, and report generation Maintain and enhance data integrity across reporting tools, working closely with commercial administration and technology teams Provide insights and recommendations through deep data analysis, supporting strategic portfolio decisions and risk mitigation efforts Oversee the production of monthly, quarterly and annual reporting packages for internal and external stakeholders, including senior management, regulators, and auditors Ensure compliance with regulatory and internal reporting standards and contribute to audit readiness Support senior leadership on high-priority projects and cross-functional initiatives, from problem definition through execution Develop business cases and presentation materials for strategic decision-making Coordinate with stakeholders across commercial, credit, and technology to advance project goals Educations, Skills & Experience: Education: Bachelor's degree Experience: 10+ years of experience in financial services Strong analytical and problem-solving skills with proven ability to interpret complex data and provide actionable insights Strong written and verbal communication skills Strong competency in Microsoft Office suite - including Excel and PowerPoint Excellent communication and interpersonal skills, with the ability to present findings to non-technical audiences Self-starter with strong project management skills and the ability to manage multiple priorities in a fast-paced environment. Locations: New York: Manhattan, White Plains, Jericho; CT: Stamford, Hartford, New Haven; Massachusetts: Boston; Rhode Island: Providence; Option for hybrid schedule if deemed appropriate. #LI-RS1 The estimated salary range for this position is $150,000.00 to $175,000.00. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation. Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.

The AI in Operations program consists of Domain Product teams owning expansion of common capabilities and of the Strategy and Transformation Office, driving the Scaling and Reimagination teams, executive reporting and strategic direction into new Domains and Capabilities. Working closely with AI teams across the firm, the program ensures efficient, thoughtful, innovative use of AI solutions across the Operations space.The newly formed Transformation Office functions as a strategic accelerator driving strategy and execution of AI initiatives, with a focus of leading and accelerating the implementation of the AI in Operations program and providing standardization and transparency into Operations AI use cases across the firm. Given the importance and scale of this transformation, as part of this role you will have the unique opportunity to work closely with our most senior leaders across the business. As a Portfolio Manager within The AI in Operations Transformation Office, you will own the end to end process around the AI use cases to ensure appropriate scaling and collaboration of AI capabilities and prioritization of highest value opportunities across the Operations space. Your experience in program management and understanding of the AI space will enable you to manage this complex, firmwide process. Adept navigation through ambiguity, adaptation to change, and leveraging of advanced analytical reasoning and influencing skills are essential for driving mutually beneficial outcomes. Your exceptional communication abilities will foster productive relationships with stakeholders, cross-functional teams, and clients. Through your technical fluency and thought leadership, you will play a pivotal role in achieving business goals, shaping the firm's technology landscape, and moving work forward that has firmwide impact. Job responsibilities: Own the AI in Operations portfolio management process end to end including the intake process, prioritization and workflow process, and metrics and reporting Advance and mature the portfolio management process including driving the future direction, strategy, design, governance, and deliverables for the process Manage reporting and communicate portfolio performance and accomplishments to senior-level stakeholders Manage AI in Operations portfolio operating model - responsible for documentation, implementation, change management and ongoing strategy and planning Track key performance indicators (KPIs) and objectives, key results (OKRs) and own all tracking and reporting on program performance and outcomes Proactively manage team to ensure the success of programs including clearing of team roadblocks and supporting key escalations & challenges Collaborate with cross-functional teams, including AI in Operations program teams, AI teams across the firm, and Operations teams across the firm. Communicate enhancements, risks, and issues to stakeholders and executive leadership. Build and maintain strong relationships with internal and external stakeholders Advise and influence senior leaders and business executives on key business decisions, prioritized AI capabilities, and major change initiatives Develop deep, trust-based advisor relationships with key client stakeholders in management and the Lines of Business (LoBs) to drive delivery and achieve organizational alignment and buy-in Build, lead, and mentor a high-performing team of program managers; ensure the team has the necessary resources, skills, and support to achieve their goals; promote the sharing of best practices and lessons learned across the team Required qualifications, capabilities and skills: 8 years of industry experience working on program management & change management related activities within a large-scale organization with a focus on large-scale transformation initiatives; BA required High proficiency with Microsoft PowerPoint for executive level documents and Excel based model for program analytics Highly effective organizational and project management skills, strong attention-to-detail, independent, self-motivated with ability to manage multiple priorities in fast-paced environment Strong interpersonal skills, ability to build relationships and effectively partner with all levels of management across a diverse set of functions, locations and business Excellent oral and written executive-level communication and presentation skills Strategic thinking and problem-solving abilities, with proven ability to apply a range of analytical tools to develop solutions; working with ambiguity and laser focused on delivering results Strong leadership and team-building skills Preferred qualifications, capabilities, and skills: Strategy or consulting experience is a plus A Master's degree in Business Administration (MBA) can be advantageous Experience in Microsoft SharePoint and data visualization tools such as Alteryx or Tableau is a plus Strong understanding of AI/ML algorithms, frameworks, and applications and prior experience in AI/ML technology delivery is a plus

We are seeking an experienced and detailed-oriented Portfolio Accounting & Recordkeeping, Director to support and evolve a best-in-class Portfolio Accounting function. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is a Team Manager position at the Director level, that will be responsible to ensure accurate, timely, and globally consistent portfolio accounting, valuation, and production of the official investment/performance book and record. This role sits within the Public Markets Middle Office and is pivotal to ensuring data accuracy, transparency, and operational readiness across the firm's investment operations in support of MSIM clients, investment teams and traders, reporting teams and other essential uses of middle office operations data. As the Portfolio Recordkeeping Director, you would be responsible for the daily execution of accounting and recordkeeping processes across various investment strategies and asset classes. This role will be part of a global team in a follow the sun model, ensuring the integrity of the MSIM's start of day, end of day, and period close books and records. This role will support the Portfolio Accounting & Recordkeeping Vice President in implementing business process and deliver high-quality, ready for business data to enable front-to-back operational processes, investment analytics, regulatory compliance, and a best-in-class client experience. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… Develop staff, lead projects and control deployment of resources, owning management tools/methods such as work queues, checklists, depth charts and calendars Set direction and expectations for your team(s), defining training plans and transfer of expert knowledge to contribute to team output and development Contribute to business plan for area, establish risk/contingency plans, raise and address issues with urgency when required Produce and publish the official Aladdin Portfolio Asset Value on a monthly, in accordance with client and reporting SLAs, including performing all Quality Control (QC) checks to finalize and close the books. Manage daily portfolio accounting and recordkeeping process, ensuring all transaction (trades, income, accruals, corporate actions) and positions are processed timely, completely, and accurately. Support standardization and documentation of operational procedures across portfolios and asset classes. Ensure complete, accurate, and timely start of day positions to support investment process, including start of day cash and projected cash to support investment teams. Act as a point of escalation for team analysts, in helping to research and resolve exceptions cross-functionally to the accounting books of record (start of day, end of day, and period close) within established SLAs. Provide support and expertise on tax lot accounting principles, particularly for tax-managed portfolios, to enable accurate tax reporting and performance attribution. Provie subject matter support for Aladdin Accounting transaction, position, and valuation data. Capture key metrics to help drive effective management of the day-to-day operations. Actively partner with Data Quality and Engineering team to develop and refine data anomaly detection and mitigation strategies to prevent impact to MSIM books and records. Document, maintain, and oversee adherence to standard operating procedures. Ongoing business process improvement leveraging automation with low code tooling. What you'll bring to the role: BS/BA degree required. A minimum of 7 years of related experience, preferably in asset management with experience working in portfolio or fund accounting. Experience across a broad spectrum of portfolio types: Separately Managed, Sub-advised, Funds (e.g. Mutual Fund, OIEC, etc..). Experience with middle office operations including but not limited to trade settlement, IBOR/ABOR, transaction lifecycle events across spectrum of asset class (equity, fixed, derivatives), cash and position reconciliation, performance reporting. Experience with accounting systems; preferably Aladdin Experience with tax managed strategies is a plus Experience working with, and accounting for, derivatives and synthetic exposures (e.g., Bank Loans). Experience functioning in a team lead and/or team mentor capacity. Automation first mindset. Experience with implementing process improvements and transformation. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $105,000 and $156,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Real Estate Ops Director role within Real Estate Operations has responsibility for all technical services, engineering and energy services related of all US based properties. This role will have responsibility within the Real Estate Operations team; Performance Management, Quality Control and Analytics, and Cost Control for the team. The role will have a direct interface support with the current outsource provider for Engineering Services - including Technical Services & Standards and Energy Services, to ensure the delivery of operational effectiveness and productivity for business colleagues across the regions. Primary responsibilities include Manage Engineering Services throughout the Real Estate Operations team, providing dependable and efficient service delivery to agreed quality standards set forth in the Statement of Work and contract documents agreed to as part of the Supplier Delivery model. Work closely with the outsource provider team to deliver against SLAs and to develop customer focus solutions, with a particular emphasis on the overall ‘customer experience' that meet our standards. Contribute to the Senior Leadership Team across Corporate Real Estate to determine key operational strategy and other key Facilities initiatives, with particular attention to Engineering Services. As a key member of the Real Estate Operations Senior Leadership team, contribute to setting the direction for strategy, developing recognition and trust for and enhancing the reputation of the function within the wider property industry and business community. Accountable for the delivery of all aspects of Engineering Services Technical Services, Energy Services, through both inhouse teams and contracted providers. The role will lead a team in charge of the ongoing development of technical solutions across all Real Estate Operations, with strategic input into all aspects of operational risk, maintenance, operations, and the implementation of strategic maintenance models. Technical Operations management of portfolio. Technical Operations compliance to standards. Technical Operations risk management and mitigation. BMS Control Center operations. Incident Management support of Facility Operations. CMMS program enhancements to critical site portfolio. Critical site portfolio 10-year strategic maintenance plan. Supplier model management of critical site portfolio. Best practices and standards management and coordination. Ensure compliance to standards for projects. MOPs & SOPs standards management and coordination. Energy Services - strategic plan implemented and managed. Energy Services - management of energy conservation measures and program Energy Services - reduce the consumption and costs of energy and water. Energy Services - energy and water data management (reporting and analytics). Energy Service - energy and water procurement. Energy Services - promote best practice in energy efficiency standards across the portfolio. Qualifications, Education, Certifications and/or Other Professional Credentials 4 or more years experience managing multiple employees Minimum 7 years hands-on facility management experience, with some project management experience and/or business management within a large corporate environment Working knowledge of site infrastructure and building systems Knowledge of zoning, construction permitting, federal, state and local building codes Excellent customer service skills as well as proven communication skills, both written and verbal Demonstrated follow-up skills Proven track record to work independently and prioritize multiple tasks to assure successful timely completion of all computer software proficiency with Microsoft Office Suite - specifically Excel, Word, PowerPoint Ability to travel as the need arises Bachelor's Degree or Master's Degree Valid Driver's License, required Hours & Work Schedule Hours per Week: 40+ Work Schedule: Monday through Friday. Must have 24/7 availability