Sr. Manager, Account & Transfers Operations

📋 Description

• Lead and develop the Account & Transfers Operations team across all transfer workflows.
• Own SLAs, quality, and risk controls for transfers.
• Diagnose gaps and design smoother end-to-end transfer processes to improve completion rates.
• Partner with Product, Engineering, Custody, Risk/Fraud, Compliance, and CX/B2B to drive tooling and policy changes.
• Use data to identify bottlenecks and build business cases for improvements.
• Escalation point for complex transfer and account servicing issues.

🎯 Requirements

• Deep transfers operations expertise with ACATS, non-ACATS, DTC, trusts, IRAs, mutual funds, and servicing.
• Strong people leadership across internal teams and BPO agents.
• Operational excellence: SLAs, controls, quality; reduce manual work and turnaround times; regulatory standards.
• Cross-functional collaboration with Product, Engineering, Custody, Risk/Fraud, Compliance, and CX/B2B.
• Analytical, outcomes-focused: use data to prioritize and communicate to senior stakeholders.
• Experience managing BPO/vendor teams and systems (custody/ledger, transfer tooling, Zendesk/Jira, reconciliation).

🎁 Benefits

• Competitive benefits: medical, dental, vision; life/AD&D; parental leave.
• Flexible PTO and encouragement to use it.
• 7 Employee Resource Groups for community.
• Opportunity to own and lead change; meaningful impact.
• Professional development opportunities.
• Lunch from our NYC HQ in-house chef.