Management Level

Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries.

EQ US is a leading provider of ownership data management, analytics and advisory services to public and private companies as well as corporate issuers and mutual funds. EQ offers a comprehensive product set, including transfer agency services, cap table management, equity compensation services, proxy solicitation and advisory services, private company solutions and bankruptcy claims administration services. Affiliates include, D.F. King and Co., Inc., Astrella Private Company Solutions, Inc., and Donlin, Recano & Company, Inc. Learn more at: www.equiniti.com/us

EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ.

***This role will be predominately onsite based in our Mendota Heights, MN office

Role Summary

Reporting to the Department Manager this role will supervise the day-to-day operational activities for the Investment Plan Services Trade Specialists Team which consists of 10-12 nonexempt staff.

The selected candidate will supervise moderately complex issues as well as production initiatives and projects. This role is also responsible for supervising the ongoing processing efforts and ensuring clear expectations are set and the team is held accountable for their performance.

Responsibilities

• Sets priorities for the team to ensure task completion; coordinates work activities with other supervisors.
• Ensures customer satisfaction in coordination with relationship managers.
• Decisions and problem solving are guided by policies, procedures and business plan; receives guidance and oversight from manager.
• Reviewing tracking and monitoring reports for items requiring action
• Training staff
• Employee Reviews
• Time Card Approvals
• May manage special projects
• Provide input and adhere to operations budget
• Typically does not spend more than 20% of time performing the work supervised.

Required Qualifications

• 5+ years of operations experience
• 2+ years of management experience in an operations environment

Desired Qualifications

• Financial services leadership experience
• Proven ability to prioritize and delegate
• Ability to collaborate with all levels of an organization including senior leadership
• Expert operational understanding and experience in customer service/client support servicing initiatives and strategies
• Strong leadership skills
• Ability to assess issues, make quick decisions, implement solutions, and influence change
• Strong change management skills
• Customer service focus with the ability to balance needs of clients, shareholders, and team members
• Excellent verbal, written, and interpersonal communication skills
• Advanced Microsoft Office skills

Compensation

• $68,000-70,000 per year

Equal Opportunity Statement

We are an equal opportunity employer and make employment decisions without regard to race, creed, religion, national origin, sex (including pregnancy, gender identity, and sexual orientation), parental status, marital status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, status with regard to public assistance, or any other characteristic protected under federal, state, or applicable local law.