skillventory - A Leading Talent Research Firm

Senior Manager

skillventory - A Leading Talent Research Firm

full-time

Posted on:

Location Type: Hybrid

Location: WestlakeNorth CarolinaTexasUnited States

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About the role

  • Ensure that all the contributions, grants, and money movement transactions are accounted for and accurately recorded.
  • Manage daily work through tools of Fidelity Investments.
  • Coordinate interactions with donors, advisors and non-profit organizations.
  • Train new associates and produce accurate work independently.
  • Lead a team of at least 8 associates in Texas or North Carolina.
  • Ensure controls are executed flawlessly each day.
  • Enable associates to work on the team for up to 3-4 years and achieve a promotion before transitioning to another department.

Requirements

  • Bachelors or equivalent with 8 years of experience or Masters with 6 years of experience
  • Preferred experience or demonstrated proficiency in the areas of Risk Management, Compliance, Marketing, and Operations.
  • Knowledge of the financial services and/or non-profit industry, specifically as it relates to operations
  • 2 years of demonstrated ability to lead, manage, and mentor a team in a dynamic environment
  • Effective verbal and written communication skills to influence, build consensus and integrate complex information.
  • Able to deliver presentations and represent management at least two levels and beyond
  • Utilizes discretion in matters which involves the exchange of non routine information.
  • Requires the use of common courtesy, tact and discretion to maintain cooperative associations.
  • Desire to coach, manage, develop, and lead others, building associate engagement to deliver outstanding business results.
  • Able to own and improve business partner relationships and engage with vendors in a professional manner.
  • Solves a variety of problems, typically of complex scope with minimal reference to established policies and procedures.
  • Ability to be a self-starter with a high degree of ownership and accountability for results, and ability to take initiative, learn quickly and think independently.
  • Provides complex analysis and advice to senior management.
  • Flexibility and adaptability will enable you to react constructively and with a positive demeanor to multiple and shifting priorities, unexpected events, and seasonal demands.
  • Lead quality and timely work to meet the needs of a wide range of donors, advisors and non profit organizations; ensure efficient distribution of work to meet processing, special handling, and issue resolution standards; create and sustain a team focus on quality and continual process improvement; serve as initial point of escalation for service issues.
Benefits
  • Health insurance
  • 401(k) matching
  • Paid time off
  • Professional development opportunities
Applicant Tracking System Keywords

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

Hard Skills & Tools
Risk ManagementComplianceMarketingOperationsFinancial ServicesNon-Profit IndustryTeam LeadershipComplex AnalysisProblem SolvingProcess Improvement
Soft Skills
Verbal CommunicationWritten CommunicationInfluencingBuilding ConsensusCoachingMentoringEngagementFlexibilityAdaptabilityInitiative
Certifications
Bachelor's DegreeMaster's Degree