Institutional Operations Services Manager

• Leading and supporting a team of 4 employees:

• Fostering a positive work atmosphere where employees feel motivated, valued, and connected to the team and the organization;
• Promoting collaboration, trust, and cohesion among team members;
• Supporting employee growth through training, mentorship, coaching, and advancement opportunities;
• Addressing any potential conflicts among team members to your senior management and/or HR Partner.
• Hiring:

• Leading the recruitment process with your Talent Acquisition Partner;
• Ensuring new hires are properly introduced to the team, the organization, its culture, policies, and their specific roles.
• Performance Management: Setting performance expectations, providing feedback, conducting performance reviews, and addressing any performance issues.
• Conducting under-performance process with the help of your Senior Management and HR Partner.

• Controlling daily operations:

• Answering and/or coordinating day-to-day operational requests/issues in the areas of custody, payments, settlement, corporate actions and tax for Institutional and AM clients coming from the Institutional Sales desks at Headquarter, Zürich and International offices;
• Coordinating onboardings for large institutional clients;
• Ensuring an excellent level of service delivery to our Institutional clients and B2B partners.
• Supporting Back Office teams in their requests to external partners.
• Handling non-ordinary requests/issues: Assisting team members with complex issues.
• Monitoring the team's capacity allocation.
• Reporting: Implementing and producing periodical KPIs to ensure greater transparency on our performance against activity volume.
• Documentation and Procedures: Properly documenting and keeping up-to-date procedures and guidelines, according to continually evolving operational processes, to develop the Team's expertise.
• Collaborating:

• Externally with the Institutional Sales desks, International offices, other departments (i.e. Central Data, Risk, Trading, Compliance, IT).
• Internally - with the Back Office and Middle Office teams.
• Participating in regular meetings with the Sales desks and improve internal communication with all stakeholders.
• Developing relationships and client centricity.
• Eventually participating in meetings with clients or counterparties on Back Office related topics.
• Project Management: participating in the development of operational efficiency by identifying areas of improvement.

• Minimum 7 years track record in Back/Middle Office function and/or Sales Support function within a Bank/Financial Intermediary;
• Previous experience in a leadership role is a strong advantage;
• Very good knowledge in financial markets, investment products, post-trade and payment processes;
• Service minded and business oriented, with a very good understanding of institutional client needs;
• Strong project management and problem-solving skills;
• Ability to prioritize and deliver on multiple tasks in a deadline-driven environment;
• Excellent interpersonal skills, results-oriented, team player;
• Excellent communication and presentation skills.
• Proficiency with MS Office, Telekurs, SWIFT messaging and a general interest in technical tools;

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