Manager officer job description
Updated March 14, 2024
12 min read
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Example manager officer requirements on a job description
Manager officer requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in manager officer job postings.
Sample manager officer requirements
- Bachelor's degree in business or related field
- Minimum of 5 years of managerial experience
- Comprehensive understanding of financial and operational data
- Proficient in business software applications
- Able to develop and implement strategic plans
Sample required manager officer soft skills
- Strong communication and interpersonal skills
- Excellent problem-solving abilities
- Ability to motivate and lead a team
- Ability to work in a fast-paced environment
- Strong organizational and time management skills
Manager officer job description example 1
State Street manager officer job description
Who we are looking for
As Officer you will be a member of the Registration Management Team working primarily on the AML Periodic Review team. In the role, you will be responsible for Managing client relationships, day-to-day running of the team, providing both detailed client reporting and internal reporting for Senior Management, related ad-hoc project work and working closely with peer managers to ensure that client expectations and regulatory requirements are met. Requiring knowledge of the regulations impacting investor accounts servicing with a key focus on the anti-money laundering / know your client regime in Ireland. An understanding of related Fund Administration activities is essential.
This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements.
Why this role is important to us
The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. 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 Officer you will:
Responsible for Managing client relationships specific to investor AMLDay-to-day running / managing of the team
Coordination and completion of projects on time within budget and within project scope.Oversee aspects of Registration related tasks. Set deadlines, assign responsibilities, and monitor and summarize progress.Prepare reports for upper management regarding status of project.Contribute to an effective risk management framework, ensuring team complies with controls and escalates issues and concerns proactively.
Technical Knowledge /Process Improvement
Ensure that specialist knowledge relating to the team is kept current and disseminated as appropriate and be aware of possible future developments and trends Proactively identify and act on opportunities to improve current processes to meet the changing requirements of our clients, to improve efficiency, or to reduce risk Ensure an awareness of and adherence to the key TA controls at all times Ensure team participation in the completion and implementation of department wide projects as required and to lead local team initiatives Participate in data review, including checking and sign-off of work, where controls require Officer sign-off
Communication
Attend and contribute to operational, client, risk, audit and regulatory meetings as required Communicate relevant information as appropriate up and down the line and escalate where necessary Attend and actively participate in all team meetings, ensuring communication is open
Team Management
Manage resources to ensure all queries and tasks are resolved in a timely manner Work as an effective team member with other internal providers to meet our key deliverables Act as a point of escalation for team members/internal providers with challenges or concerns relating to the Registration team and manage these issues to resolution, with consideration for the internal escalation policy Ensure a focus on resource management, including the planning and management of holiday leave, training days and sick leave Ensure the team procedures are operationally sound with an emphasis on risk reduction and compliance issues, that they are in place for all tasks and that they are adhered to Foster an environment where team members are developed, trained, coached and mentored to bring them to a high standard of knowledge and quality, making use of the Training Pathways provided. Focus on development opportunities for your Senior Associates and Associates and ensure that time is made available to focus on non-operational management aspects of role through the delegation of tasks where appropriate.Develop and assign team goals and objectives which are in line with overall organizational goals Support and champion team integration within the department along with interdepartmental and organizational integration.
Leadership
Using corporate PPR tools, actively participate in the performance appraisal process with your team.Monitor individual and team performance and provide regular feedback throughout the year to your direct reports and provide support to Associate 2's with staff in this regard.Actively contribute to department staff planning, including recruitment and succession planning and remaining within budgeted staff numbers Promote a positive working environment and good levels of team morale. Senior Associates no longer have direct reports in IFDS.
What we value
Core Competencies
Extended AML / KYC knowledge Pervious people management experience Experience within Transfer AgencyAccurate, Precise and OrganizedTeam Oriented, EnthusiasticExcellent communications skills
Education & Preferred Qualifications
Knowledge, Skills & Experience Required
Excellent administrative, organisational and business support skills, with the ability to multi-task and to work calmly under pressure.Excellent working knowledge of MS Office suite including Word, Excel and PowerPointPrevious knowledge of Transfer Agency systems desirable Strong written & verbal communication skills Possess excellent organizational, planning and co-ordination skills.Ability to work accurately to tight deadlines Proactive and able to work independently and as part of a team Sound procedural, technical and product knowledge of the Transfer Agency business is desired.Typically candidate will have approximately 5 years' experience in a similar environment, including at least 1-2 years' experience in a management/supervisory capacity.
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.
As Officer you will be a member of the Registration Management Team working primarily on the AML Periodic Review team. In the role, you will be responsible for Managing client relationships, day-to-day running of the team, providing both detailed client reporting and internal reporting for Senior Management, related ad-hoc project work and working closely with peer managers to ensure that client expectations and regulatory requirements are met. Requiring knowledge of the regulations impacting investor accounts servicing with a key focus on the anti-money laundering / know your client regime in Ireland. An understanding of related Fund Administration activities is essential.
This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements.
Why this role is important to us
The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. 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 Officer you will:
Responsible for Managing client relationships specific to investor AMLDay-to-day running / managing of the team
Coordination and completion of projects on time within budget and within project scope.Oversee aspects of Registration related tasks. Set deadlines, assign responsibilities, and monitor and summarize progress.Prepare reports for upper management regarding status of project.Contribute to an effective risk management framework, ensuring team complies with controls and escalates issues and concerns proactively.
Technical Knowledge /Process Improvement
Ensure that specialist knowledge relating to the team is kept current and disseminated as appropriate and be aware of possible future developments and trends Proactively identify and act on opportunities to improve current processes to meet the changing requirements of our clients, to improve efficiency, or to reduce risk Ensure an awareness of and adherence to the key TA controls at all times Ensure team participation in the completion and implementation of department wide projects as required and to lead local team initiatives Participate in data review, including checking and sign-off of work, where controls require Officer sign-off
Communication
Attend and contribute to operational, client, risk, audit and regulatory meetings as required Communicate relevant information as appropriate up and down the line and escalate where necessary Attend and actively participate in all team meetings, ensuring communication is open
Team Management
Manage resources to ensure all queries and tasks are resolved in a timely manner Work as an effective team member with other internal providers to meet our key deliverables Act as a point of escalation for team members/internal providers with challenges or concerns relating to the Registration team and manage these issues to resolution, with consideration for the internal escalation policy Ensure a focus on resource management, including the planning and management of holiday leave, training days and sick leave Ensure the team procedures are operationally sound with an emphasis on risk reduction and compliance issues, that they are in place for all tasks and that they are adhered to Foster an environment where team members are developed, trained, coached and mentored to bring them to a high standard of knowledge and quality, making use of the Training Pathways provided. Focus on development opportunities for your Senior Associates and Associates and ensure that time is made available to focus on non-operational management aspects of role through the delegation of tasks where appropriate.Develop and assign team goals and objectives which are in line with overall organizational goals Support and champion team integration within the department along with interdepartmental and organizational integration.
Leadership
Using corporate PPR tools, actively participate in the performance appraisal process with your team.Monitor individual and team performance and provide regular feedback throughout the year to your direct reports and provide support to Associate 2's with staff in this regard.Actively contribute to department staff planning, including recruitment and succession planning and remaining within budgeted staff numbers Promote a positive working environment and good levels of team morale. Senior Associates no longer have direct reports in IFDS.
What we value
Core Competencies
Extended AML / KYC knowledge Pervious people management experience Experience within Transfer AgencyAccurate, Precise and OrganizedTeam Oriented, EnthusiasticExcellent communications skills
Education & Preferred Qualifications
Knowledge, Skills & Experience Required
Excellent administrative, organisational and business support skills, with the ability to multi-task and to work calmly under pressure.Excellent working knowledge of MS Office suite including Word, Excel and PowerPointPrevious knowledge of Transfer Agency systems desirable Strong written & verbal communication skills Possess excellent organizational, planning and co-ordination skills.Ability to work accurately to tight deadlines Proactive and able to work independently and as part of a team Sound procedural, technical and product knowledge of the Transfer Agency business is desired.Typically candidate will have approximately 5 years' experience in a similar environment, including at least 1-2 years' experience in a management/supervisory capacity.
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.
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Manager officer job description example 2
City & County Of San Francisco - Police Department (sfpd) manager officer job description
The Ideal Candidate
The SFPUC is currently seeking an innovative, forward-thinking, and customer-focused Deputy People Officer. Under the direction of the Chief People Officer, the 0932 Manager IV - Deputy People Officer - will work closely with the Human Resource Services (HRS) Management Team and provide day-to-day oversight of major service areas within HRS including 1) Talent Acquisition (Exams/Classification, Operations & Employment Life Cycle), and 2) People Strategy, Equity, & Analytics. The Deputy People Officer will lead and provide oversight in workforce planning/development, drive operational efficiencies, and support agency-wide business objectives by successfully delivering HR programs and services for a diverse and engaged workforce as well as budget management/development. The Deputy People Officer will focus on workforce priorities that are a key component of the SFPUC's racial equity plan.
Essential Functions:
Under general direction of the Chief People Officer, the 0932 Manager IV - Deputy People Officer - will:
Serve as a primary human resource business partner for operational groups - responsible for monitoring organizational structure and staffing levels to accomplish company goals and objectives.
Direct and oversee two operational teams: 1) Talent Acquisition (Exams/Classification, Operations & Employment Life Cycle), and 2) People Strategy, Equity, & Analytics.
Drive action to optimize business performance in achieving HRS Priorities, while supporting professional development and a positive working environment.
Transform talent management to make it a source of value and competitive edge at SFPUC. Create a more dynamic and agile workplace that reflects the diverse communities we serve.
Use a data-driven approach to prioritize recruitment and retention strategies.
Coach, consult, and inspire the HRS Team to improve leadership capability, strategic insight, and workforce solutions.
Use HRIS solutions to modernize human resources data management and processes.
Adapt to nimble processes for talent acquisition - always looking for process-improvement opportunities.
Champion organizational culture and enforce team spirit and a collaborative work environment.
Develop and oversee performance management process, including goal setting and performance assessment, feedback, and training.
Partner with citywide agencies in developing a talent acquisition strategy for the SFPUC.
Promote and develop employee engagement; diversity, equity, and inclusion initiatives; team and leadership effectiveness; workforce development; and using analytics to drive organizational interventions and improvements.
Develop and implement appropriate change management plans.
Implement and monitor adherence to HR policies, procedures, and practices related to hiring.
Support SFPUC's core values and ethics policies, inclusion and diversity initiatives, and racial equity plan.
Partner/collaborate with leadership team to align and execute HR strategies in support of business objectives.
Build coalitions and strategic partnerships at all levels of the organization.
Perform other related duties as required.
The SFPUC is currently seeking an innovative, forward-thinking, and customer-focused Deputy People Officer. Under the direction of the Chief People Officer, the 0932 Manager IV - Deputy People Officer - will work closely with the Human Resource Services (HRS) Management Team and provide day-to-day oversight of major service areas within HRS including 1) Talent Acquisition (Exams/Classification, Operations & Employment Life Cycle), and 2) People Strategy, Equity, & Analytics. The Deputy People Officer will lead and provide oversight in workforce planning/development, drive operational efficiencies, and support agency-wide business objectives by successfully delivering HR programs and services for a diverse and engaged workforce as well as budget management/development. The Deputy People Officer will focus on workforce priorities that are a key component of the SFPUC's racial equity plan.
Essential Functions:
Under general direction of the Chief People Officer, the 0932 Manager IV - Deputy People Officer - will:
Serve as a primary human resource business partner for operational groups - responsible for monitoring organizational structure and staffing levels to accomplish company goals and objectives.
Direct and oversee two operational teams: 1) Talent Acquisition (Exams/Classification, Operations & Employment Life Cycle), and 2) People Strategy, Equity, & Analytics.
Drive action to optimize business performance in achieving HRS Priorities, while supporting professional development and a positive working environment.
Transform talent management to make it a source of value and competitive edge at SFPUC. Create a more dynamic and agile workplace that reflects the diverse communities we serve.
Use a data-driven approach to prioritize recruitment and retention strategies.
Coach, consult, and inspire the HRS Team to improve leadership capability, strategic insight, and workforce solutions.
Use HRIS solutions to modernize human resources data management and processes.
Adapt to nimble processes for talent acquisition - always looking for process-improvement opportunities.
Champion organizational culture and enforce team spirit and a collaborative work environment.
Develop and oversee performance management process, including goal setting and performance assessment, feedback, and training.
Partner with citywide agencies in developing a talent acquisition strategy for the SFPUC.
Promote and develop employee engagement; diversity, equity, and inclusion initiatives; team and leadership effectiveness; workforce development; and using analytics to drive organizational interventions and improvements.
Develop and implement appropriate change management plans.
Implement and monitor adherence to HR policies, procedures, and practices related to hiring.
Support SFPUC's core values and ethics policies, inclusion and diversity initiatives, and racial equity plan.
Partner/collaborate with leadership team to align and execute HR strategies in support of business objectives.
Build coalitions and strategic partnerships at all levels of the organization.
Perform other related duties as required.
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Manager officer job description example 3
Citi manager officer job description
Transaction Management will be responsible for supporting multiple aspects of the lending lifecycle including but not limited to loan closing and servicing coordination, facilitating complex client onboarding, data management, and quality control. The team will be accountable and responsible for operational oversight of the closing and servicing of all loan transactions of the business division being supported to ensure all internal and external requirements are met.
Responsibilities:
Contribute to the build and development team to support loan origination and lifecycle management which includes large complex syndicated and bilateral loans covering but not limited to corporate, commercial, real estate, structured lending and trade. Assist with the creation of processes, standards, procedures, controls, training, and implementation of transaction management. Aid in the design and implementation of technology including testing and rollout. Provide training and support to transaction management staff and business constituents. Partner with each of the originating and coverage business lines, credit risk, operations, legal, etc. Ensure that quality of data, controls and processes performed meet internal policies and regulatory requirements/expectations. Work with lines of business, transaction management, and loan operations to define and implement operational metrics and risk and control reviews to ensure all stakeholders have end to end transparency. Constantly improve processes, controls and efficiencies within the group and front to back across loan lifecycle Participate in projects to enhance performance and efficiency. Take part in loan remediation and loan system testing / migrations. Actively manage and maintain a deal closing pipeline of loan transactions. Coordinate and close loan transactions/lifecycle events, capture data, store documentation, troubleshoot issues/roadblocks, perform quality control Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
2-5 years relevant experience Individual must have excellent communication, organizational and interpersonal skills. Individual must work well under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow up. Candidate has quantitative skills with a high proficiency with Excel and other Microsoft based programs. Tableau or visualization tool familiarity Experience with Loan IQ, transaction capture tools, etc. Keen attention to detail Developed analytical and problem-solving abilities Client relationship and solution skills
Additional non-core qualifications which will be considered are:
Experience within a large global team supporting wholesale lending at large financial Institution Knowledge of wholesale loan (syndicated / bilateral) product and business, including an understanding of legal loan documentation, loan / funding mechanics, deal structure, funds flows, etc. Experience working with clients under time constraints to facilitate a transaction or process. Proven ability to collaborate with team members, Senior management, and other business constituents Critical decision-making capabilities including the ability to identify, escalate, and propose solutions to problems Ability to multi-task through the practice of strong organizational and time management skills with experience in continuously following-up with various stakeholders Understanding and awareness of appropriate corporate and regulatory policies in relation to Lending Deep understanding of operational processes supporting Wholesale lending Focus on achieving/exceeding key operating standards within a KPI/metrics driven culture Ability to work in an environment where priorities are frequently changing
Education:
Bachelor's/University degree or equivalent experience
Job Family Group:
Operations - Transaction Services
Job Family:
Transaction Capture Services
Time Type:
Full time
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review
Accessibility at Citi
.
View the "
EEO is the Law
" poster. View the
EEO is the Law Supplement
.
View the
EEO Policy Statement
.
View the
Pay Transparency Posting
Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.
Responsibilities:
Contribute to the build and development team to support loan origination and lifecycle management which includes large complex syndicated and bilateral loans covering but not limited to corporate, commercial, real estate, structured lending and trade. Assist with the creation of processes, standards, procedures, controls, training, and implementation of transaction management. Aid in the design and implementation of technology including testing and rollout. Provide training and support to transaction management staff and business constituents. Partner with each of the originating and coverage business lines, credit risk, operations, legal, etc. Ensure that quality of data, controls and processes performed meet internal policies and regulatory requirements/expectations. Work with lines of business, transaction management, and loan operations to define and implement operational metrics and risk and control reviews to ensure all stakeholders have end to end transparency. Constantly improve processes, controls and efficiencies within the group and front to back across loan lifecycle Participate in projects to enhance performance and efficiency. Take part in loan remediation and loan system testing / migrations. Actively manage and maintain a deal closing pipeline of loan transactions. Coordinate and close loan transactions/lifecycle events, capture data, store documentation, troubleshoot issues/roadblocks, perform quality control Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
2-5 years relevant experience Individual must have excellent communication, organizational and interpersonal skills. Individual must work well under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow up. Candidate has quantitative skills with a high proficiency with Excel and other Microsoft based programs. Tableau or visualization tool familiarity Experience with Loan IQ, transaction capture tools, etc. Keen attention to detail Developed analytical and problem-solving abilities Client relationship and solution skills
Additional non-core qualifications which will be considered are:
Experience within a large global team supporting wholesale lending at large financial Institution Knowledge of wholesale loan (syndicated / bilateral) product and business, including an understanding of legal loan documentation, loan / funding mechanics, deal structure, funds flows, etc. Experience working with clients under time constraints to facilitate a transaction or process. Proven ability to collaborate with team members, Senior management, and other business constituents Critical decision-making capabilities including the ability to identify, escalate, and propose solutions to problems Ability to multi-task through the practice of strong organizational and time management skills with experience in continuously following-up with various stakeholders Understanding and awareness of appropriate corporate and regulatory policies in relation to Lending Deep understanding of operational processes supporting Wholesale lending Focus on achieving/exceeding key operating standards within a KPI/metrics driven culture Ability to work in an environment where priorities are frequently changing
Education:
Bachelor's/University degree or equivalent experience
Job Family Group:
Operations - Transaction Services
Job Family:
Transaction Capture Services
Time Type:
Full time
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review
Accessibility at Citi
.
View the "
EEO is the Law
" poster. View the
EEO is the Law Supplement
.
View the
EEO Policy Statement
.
View the
Pay Transparency Posting
Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.
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Updated March 14, 2024
Updated March 14, 2024