Manager of Transfer of Assets (ACATS)

Onsite Dallas, TX

operations

greenhouse

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Job description

You will manage the account transfer process and lead a team in Dallas, TX. This role involves overseeing transfer operations and driving process improvements.

Details

Dallas, TX, work from office
4+ years in account transfers, 1+ years managing people
FINRA Series 7 or 99, willingness to obtain Series 24

The work

Own the account transfer lifecycle for various transfer types
Lead and develop the Account Transfers team
Monitor metrics for productivity and quality
Drive process improvement and innovation