General Manager – Sentry
Broadridge
Partner Outreach Manager – US Client
PwC
full-time
Posted on:
Location Type: Hybrid
Location: Olivos • Texas • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Act as an Ethics & Compliance manager to PwC US and Mexico partners by managing a team who provides guidance and assistance on Ethics & Compliance topics, such as personal independence, core compliance requirements and other topical areas covered by knowledge base documents and internal systems (investments portfolio, automated investment recording system, learning and development, CPA licensing, CPE compliance).
- Monitor and support team members in completing incoming tasks.
- Ensure quality and on-time delivery of outputs.
- Collate and distribute metrics.
- Provide support and clarification to the team members.
- Ensure process delivery and SLA compliance.
- Responsible for process and operational escalations to various locations, including PwC US.
- Manage second-level process-related escalations and ensure accuracy and validity of metrics.
- Ensure that team member/team lead time is reported accurately and complies with reporting deadlines.
- Facilitate training as necessary.
- Conduct self in a professional manner and take responsibility for work and commitments.
- Identify and make suggestions for efficiencies and improvements when performing work.
- Take action to stay current with new and evolving technology.
- Use tools, techniques and firm standard methodologies to support research, analysis and problem solving.
- Handle, manipulate and analyze data and information responsibly.
- Communicate with empathy and adapt communication style to meet the needs of the situation and audience.
- Manage expectations of stakeholders effectively.
- Embrace different points of view and welcome opposing and conflicting ideas.
- Uphold the firm's code of ethics and business conduct.
- Identify problems before crises arise, notifying leadership and proposing solutions proactively.
- Demonstrate agility and reprioritizing's in response to changing situations.
- Promote an atmosphere of trust, confidentiality, professionalism and integrity.
Requirements
- Availability to support the US EST time zone (from 8:00 am - 5:00 pm from Monday to Friday in a fixed 9-hour shift, including a one hour lunch break).
- Demonstrated ability to communicate clearly and professionally, both orally and in writing with a strong customer service orientation (English/Spanish).
- Demonstrated ability to pay attention to detail.
- Demonstrated ability to apply rules, policies and procedures to routine decisions.
- Demonstrated ability to work on ad hoc assignments while also executing daily responsibilities.
- Demonstrated ability to work productively in an environment with evolving deadlines and priorities.
- Demonstrated ability to pay significant attention to detail to identify and correct issues.
- Demonstrated ability to proactively identify problems before crises arise, notify leadership, and propose solutions.
- Demonstrated ability to promote an atmosphere of trust, confidentiality, professionalism and integrity.
- Proven thorough, detailed follow-up, administrative and time management skills.
- Proven people management and development skills with the ability to work with all levels of firm management.
- Knowledge of Microsoft 365, Microsoft Teams, Power BI (desired), other reporting tools, etc.
- Knowledge of financial products.
Benefits
- All qualified applicants will receive consideration for employment at PwC without regard to ethnicity; creed; color; religion; national origin; age; disability; neurodiversity; sexual orientation; gender identity or expression; marital; or any other status protected by law.
- PwC is proud to be an inclusive organization and equal opportunity employer.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data analysismetrics reportingCPA licensingCPE complianceprocess deliverySLA complianceproblem solvingattention to detailadministrative skillspeople management
Soft skills
communicationcustomer service orientationprofessionalismintegritytrust buildingagilityconflict resolutionproactive problem identificationteam supportadaptability
