Banking Operations Department Manager jobs in Columbus, OH

Banking Operations Department Manager manages and directs the operations department for a financial institution. Ensures efficient delivery of products and services to clients. Being a Banking Operations Department Manager develops and implements polices and procedures. Requires a bachelor's degree or its equivalent. Additionally, Banking Operations Department Manager typically reports to a senior manager. The Banking Operations Department Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. Extensive knowledge of department processes. To be a Banking Operations Department Manager typically requires 5 years experience in the related area as an individual contributor. 1 to 3 years supervisory experience may be required. (Copyright 2024 Salary.com)

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Asset Management Department Operations Manager
  • SEQUOIA FINANCIAL GROUP
  • Columbus, OH FULL_TIME
  • Description

    Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:

    • Teamwork. We work selflessly to enrich the lives of our clients and our community.
    • Passion. We relentlessly pursue our full potential.
    • Integrity. We act in the best interest of others.

    Summary of the position


    The Operations Manager position is a leadership position within Sequoia’s growing Operations division. This role will be responsible for leading all aspects of Billing, Reporting and related workflows and projects, while providing strategic guidance to the team.  In this role you will collaborate closely with Trading, Portfolio Analysts, Technology, Client Service & our Advisor teams. 

      

    Leadership Responsibilities

    • Execute performance reviews, set individual/team goals, and assist with employee development. Participate in recruiting & hiring efforts when necessary. 
    • Provide forward thinking leadership and guidance to meet goals, help manage resources and continue to build on the support for our Advisors, our Firm and our Clients.
    • Management and oversight of the following
      • Fee’s & Billing
      • Portfolio Reporting
    • Including
      Alternatives reporting & tracking
    • Consolidated reporting
    • Aggregation
    • Data maintenance and monitoring
    • Separately Managed Account Operations
    • Own custodial relationship procedural documentation and policies

    Policy & Procedures

    • Create, improve & maintain relevant policy and procedure documentation and training materials related to Operations
    • Help build advisor support workflows and models, including SLA and queue management
    • Continuously align department functions to standardization while creating sufficient redundancies amongst the team

    Project Management

    • Work with the Head of Operations and project manager(s) to maintain and execute on COO roadmap items
    • Own and/or coordinate ownership of Operations projects
    • Integration planning with other departments/software
    • Data accuracy and/or cleanup

    M&A Migration 

    • Partner on the delivery of integrations of newly acquired firms for reporting & billing systems to Sequoia’s standard operations. 
      • Identify outliers, communicate, and drive toward Sequoia standards,  finding solutions for newly acquired firms
         

    Requirements

     

    Required Skills/Experience

    • Minimum 5 years experience in management
    • Minimum 5 years experience working within investment management operations
    • Able to evaluate operational processes from the perspective of all stakeholders
    • Comfortable presenting to large audiences and senior managers
    • Ability to travel when needed

    Preferred Skills/Experience

    • Knowledge of both Schwab and Fidelity custodial platforms
    • Experience working with Tamarac/Envestnet platform
    • Billing and reporting background

    Competencies

    • Collaborative and experienced leader who thrives in a growth culture and embraces change
    • Strong leadership presence and interpersonal skills
    • Proven ability to drive change within an organization managing expectations of all stakeholders.
  • 1 Month Ago

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Department Manager-Front End Operations and Marketing
  • Barnes & Noble Education, Inc.
  • COLUMBUS, OH FULL_TIME
  • Introduction Barnes & Noble College is a retail partner for nearly 800 colleges and universities nationwide. We offer a retail environment like no other – uniquely focused on delivering essential educ...
  • 3 Days Ago

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Banking Center Manager III
  • Park National Corporation
  • Columbus, OH FULL_TIME
  • DescriptionRESPONSIBILITIES #Ll-Hybrid Supervisory Responsibilities: Interview and select candidates for openings, set goals for associates, assign tasks/duties, conduct on-the-job training, develop a...
  • 12 Days Ago

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Banking Center Manager III
  • Park National Bank
  • Columbus, OH FULL_TIME
  • RESPONSIBILITIES #Ll-Hybrid Supervisory Responsibilities: Interview and select candidates for openings, set goals for associates, assign tasks/duties, conduct on–the-job training, develop associates’ ...
  • 2 Months Ago

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Manager, Commercial Banking II
  • First Merchants Brand
  • Columbus, OH FULL_TIME
  • Position Goals: Develop and implement a sales strategy in support of bank goals and effectively manage commercial banking staff to generate new Commercial loans, deposits, and fees. Effectively manage...
  • 2 Months Ago

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Superintendent, Operations, Columbus
  • Franklin County Department of Job and Family...
  • Columbus, OH FULL_TIME
  • Classification Purpose: The primary purpose of the Superintendent, Operations classification is to provide management and direction for maintenance of county facility. Identify, plan, and supervise bu...
  • 14 Days Ago

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0 Banking Operations Department Manager jobs found in Columbus, OH area

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Mortgage Loan Officer - Columbus or Cincinnati, OH
  • PNC Financial Services Group
  • Columbus, OH
  • Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the market...
  • 3/19/2024 12:00:00 AM

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Overnight Closer/Custodian
  • Planet Fitness Inc.
  • Columbus, OH
  • Job Summary The Overnight Closer (Member Services Representative) will be responsible for creating a positive member exp...
  • 3/18/2024 12:00:00 AM

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Assistant Manager
  • Premier Paths
  • Columbus, OH
  • Location Columbus, OH No Remote Our client is looking for experienced Assistant Managers with experience working in reta...
  • 3/18/2024 12:00:00 AM

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Manager of Customer Support
  • Upstart Network, Inc.
  • Columbus, OH
  • **Manager of Customer Support** at Upstart Remote By leveraging Upstart's AI platform, Upstart-powered banks and credit ...
  • 3/18/2024 12:00:00 AM

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Treasury Analyst
  • Creative Financial Staffing
  • Worthington, OH
  • Treasury Analyst Our client is seeking a highly motivated individual to join their finance team as a Treasury Analyst. T...
  • 3/17/2024 12:00:00 AM

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Internal Revenue Agent (Special Enforcement Program - Examiner) 12 MONTH ROSTER (Amended)
  • Department Of The Treasury
  • Columbus, OH
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 3/17/2024 12:00:00 AM

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Treasury Analyst (Remote)
  • Designer Brands
  • Columbus, OH
  • Treasury is responsible for developing, recommending, and executing financial policy. It sets an appropriate capital str...
  • 3/17/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Columbus, OH
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 3/15/2024 12:00:00 AM

The confluence of the Scioto and Olentangy rivers occurs just north-west of Downtown Columbus. Several smaller tributaries course through the Columbus metropolitan area, including Alum Creek, Big Walnut Creek, and Darby Creek. Columbus is considered to have relatively flat topography thanks to a large glacier that covered most of Ohio during the Wisconsin Ice Age. However, there are sizable differences in elevation through the area, with the high point of Franklin County being 1,132 ft (345 m) above sea level near New Albany, and the low point being 670 ft (200 m) where the Scioto River leaves...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Banking Operations Department Manager jobs
$64,513 to $97,289
Columbus, Ohio area prices
were up 1.3% from a year ago

Banking Operations Department Manager in Riverside, CA
Keeping in mind the detailed and highly involved responsibilities of the banking operations department manager, the position is extremely specialized – requiring very technical skills.
December 29, 2019
Banking Operations Department Manager in Greenville, SC
In the very large banks the executive staff is itself organized into groups, and there may be a vice-president and one or two assistant cashiers in charge of each important department.
January 30, 2020
Banking Operations Department Manager in Richmond, VA
Whenever it becomes necessary, on account of volume of business, to divide the work in a bank into divisions, each employing a group of clerks, such divisions are organized into departments each having a department head, who is usually a teller, a head bookkeeper, or perhaps a junior officer.
February 24, 2020