BetaNXT

Manager, Operations, Collections

BetaNXT

full-time

Posted on:

Location Type: Office

Location: Cary • North Carolina • United States

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Tech Stack

SQL

About the role

  • Provide leadership for the team and organization.
  • Accountable for ensuring timely and accurate completion of the department’s tasks (Collections, Proxy Support, Disclosure/NOBO processing).
  • Interact with clients to assist with queries related to invoices and payments.
  • Coordinate with finance to reconcile payment discrepancies.
  • Manage escalations with department leaders related to invoice challenges.
  • Support Proxy team for material requests, inventory maintenance tasks.
  • Ensure completion of NPI data based requests of Shareholder Disclosure files and Nobo Files.
  • Accountable for the department’s SLA performance.
  • Accountable for ensuring all procedures and processes meet global regulatory requirements.
  • Responsible for training, mentoring, and assessing staff performance.
  • Interpret, develop, and implement operational policies and procedures for functions of low to moderate complexity within the designated scope of responsibility.
  • Exercise sound judgment to allocate resources, set priorities, and resolve operational issues to ensure the team meets business objectives.
  • Provide mentorship and professional development to direct reports.

Requirements

  • 6+ years of relevant experience with essential managerial competencies preferably within the financial services industry
  • Solid understanding of financial services operations
  • Proficiency in Microsoft Office tools including Excel, Word, Outlook, Teams, and Visio, as well as familiarity with SQL
  • Experience working with NetSuite
  • Ability to manage multiple projects and meet deadlines in a dynamic environment
  • Proven daily communication and interaction skills with clients, operations teams, industry peers, and external partners
  • Ability to effectively manage staff workload, priorities, and seasonal fluctuations
  • Forward-thinking approach with the ability to anticipate departmental needs and identify opportunities to enhance processes and data collection.
  • Exceptional organizational skills and high attention to detail.
  • Solid research and problem-solving skills with the ability to work independently.
  • Ability to build, motivate, and support teams.
Benefits
  • Health insurance
  • Professional development
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial services operationsMicrosoft ExcelMicrosoft WordMicrosoft OutlookMicrosoft TeamsMicrosoft VisioSQLNetSuitedata collectionoperational policies
Soft Skills
leadershipcommunicationmentoringorganizational skillsproblem-solvingattention to detailresource allocationprioritizationteam motivationclient interaction