LP Data & Recon Team Lead

Responsibilities: 

• Team span, responsible for handling a team of 5 to 10.  

• Trusted to consistently provide accurate, timely, and comprehensive responses to routine and non-standard inquiries, both in written and verbal interactions with internal and external parties. 

• Actively identifies and seizes servicing opportunities for both personal and team growth. 

• Takes a hands-on role in the onboarding process for new hires, engaging in their learning and providing feedback on skill development. 

• Establishes and communicates standards to the team, regularly overseeing weekly department metrics to uphold department KPIs. 

• Conducts regular evaluations of team members to ensure efficiency in their roles, including assessing employee anti-patterns, goals, aspirations, strengths, and weaknesses, often in collaboration with the division lead. 

• Collaborates with the division lead to identify areas for performance improvement and implements necessary changes. 

• Contributes to achieving operational targets by participating in annual external calls under the guidance of the division lead. 

• Maintains interaction with the Reconciliation Audit team on a monthly basis, implementing remediation and prevention strategies, and conducting monthly reviews with support from the Division Lead or Reconciliation Audit Lead. 

• Practices rigorous oversight and quality assurance by monitoring team emails and providing frequent feedback to team members on a weekly basis. 

• Ensures the team consistently meets daily metrics of timeliness and completeness, driving improvements to mitigate risks or shortcomings. 

• Focuses on client success and employee development, often relying on mentorship from the Division Lead. 

• Ensures high-quality service and operational performance within the parameters of client expectations. 

• Actively participates in projects with upper management that align with company goals. 

• Selects, develops, and evaluates projects aimed at improving 1-2 strategic initiatives annually, leveraging Lean Six Sigma practices. 

• Leads 1-2 projects a year with upper management, typically lasting 3-6 months, aligning with company goals. 

• Identifies opportunities for improvement within the department and takes the lead in implementing solutions by communicating ideas with leadership and driving change. 

• Collaborates with Subject Matter Experts to enhance auto reconciliation processes for troubled or newly implemented accounts. 

• Proficiently handles reconciliation for 2-3 of CW's markets (Corporate, Insurance, Investment Management, Government). 

• Recognizes the importance of asset managers/custodians as partners and actively promotes collaboration with external portfolio data providers. 

• Participates in projects with other departments/teams to implement standard operating models and procedures for large/major clients, ensuring client success and compliance. 

• Proactively seeks automation opportunities in collaboration with Subject Matter Experts to improve auto reconciliation for accounts handled by the team. 

Required Skills: 

• Proven ability to analyse information and anticipate outcomes to choose the best solutions. 

• Using a data driven approach to coordinate team and department efforts to exceed KPIs. 

• Ability to motivate and inspire team members, as well as provide them with the guidance and support they need to be successful is a leadership skill. 

• Ability to identify trends and opportunities, as well as to develop and implement strategies to achieve the team's goals. 

• Strong computer skills, including proficiency in Microsoft Office.  

• Excellent attention to detail and strong documentation skills.  

• Outstanding verbal and written communication skills.  

• Strong organizational and interpersonal skills.  

• Exceptional problem-solving abilities. 

Education and Experience: 

• Bachelor’s & master's in finance or accounting. 

• 7+ years relevant experience in leading a cross-functional and collaborative team. 

• 6+ years releveant experience leading an operational team in a relevant industry- finance, accounting, or tech.