Specialized Finance Manager
TD
Investor Operations Leader
Polly
full-time
Posted on:
Origin: • 🇺🇸 United States • California
Visit company websiteJob Level
Senior
About the role
- Lead Polly’s investor operations audit team to coach, develop the team, and build efficient and scalable processes
- Manage and build exceptional customer, investor, and internal relationships
- Direct and oversee all aspects of the investor customer audit process, instilling a culture of quality and excellence
- Partner cross-functionally with Quality, Product, and Support to manage investor relationships and solve real-time issues
- Continuously improve the end-to-end investor journey by building processes and systems that empower the team
- Proactively manage and analyze customer feedback and translate into actionable improvements
- Maintain efficiency in staffing models and proactively manage for future needs
- Act as the voice of the customers and advocate for their needs
Requirements
- 8+ years of a mix of customer, operations, and capital markets experience
- 5+ years of relevant capital markets or mortgage experience
- 3+ years leading investor operations or adjacent teams
- Excellent relationship management, team leadership and development, project management, and communication skills
- Demonstrated ability to lead, collaborate and work effectively across internal teams and in a highly action oriented and collaborative organization
- Strong technical skillset; experience with a high growth firm
- History of establishing best practices and building teams
- A passion for customers and service delivery
- A hands-on approach and willingness to dive into the details and lead the team by example
- Excited to work with emerging technologies and modern tech stack
