Operations Lead

Overview

Our client, a leading financial services firm, is seeking an experienced Operations Lead to support complex trade management functions. This individual will play a key role in enhancing productivity, reducing operational risk, and improving the overall client experience. Acting as a subject matter expert, the Operations Lead will oversee critical transaction workflows while partnering with leadership to drive process improvements and team performance.

Key Responsibilities

• Serve as a subject matter expert across trade management processes including instruction receipt, authentication, routing, entry, verification, processing, reporting, and reconciliation
• Partner with leadership to improve operational efficiency, mitigate risk, and enhance client experience
• Provide guidance and support to team members on complex transactions and serve as a point of escalation
• Act as backup across all operational functions, including select supervisory responsibilities
• Identify and resolve operational issues, partnering with management and cross-functional teams
• Review trade instructions to identify discrepancies, missing details, or conflicting requirements
• Communicate directly with clients and internal stakeholders to resolve issues in a professional setting
• Ensure adherence to departmental standards, KPIs, and service level expectations
• Proactively identify trends to improve straight-through processing (STP) and overall efficiency
• Serve as a key point of contact for specific client relationships or processes
• Contribute to continuous improvement initiatives to enhance accuracy, scalability, and client satisfaction

Requirements

• 2+ years of experience in operations, trade management, or financial services environment
• Strong understanding of trade lifecycle, securities processing, and reconciliation workflows
• Proven experience handling complex, client-specific transactions
• Prior experience acting as a subject matter expert or team lead preferred
• Ability to identify and resolve discrepancies, risk items, and operational issues
• Strong client-facing communication skills with experience handling escalations
• Experience working cross-functionally with operations, technology, and management teams
• Demonstrated ability to improve processes and drive operational efficiencies (STP improvements a plus)
• Strong attention to detail and ability to manage multiple priorities in a fast-paced environment
• Proficiency in Microsoft Excel and other operational/reporting tools