Vendor Relationship Manager
Pioneer Investments - Boston, MA

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PURPOSE/OBJECTIVE:
Manage vendor relationship in a hybrid service model environment. Work with the management teams of Pioneer and third party firm to implement, change and resolve issues pertaining to workflow, procedures, training and product. Responsible for the ongoing communication of applicable information between the firms. Participate in problem resolution and tactical and strategic planning between the organizations.

MAJOR RESPONSIBILITIES:
Liaison (50%)

Communicate information across organizations - Product, corporate actions, personell changes etc.

Facilitate meetings

Implement changes to workflows and procedures across the organizations

Identify areas for developmental training

Solicit feedback and ideas from management teams

Problem resolution

Feedback to Senior Management (15%)

Provide monthly status report

Issue escalation

Identify business trends

Report Review (15%)

Gain/loss

Call reports

Quality reports

Mail Volumes

Daily Management Team Support (20%)

Assist with the daily management of the PIMSS operations team

Queue Management

Forms approval

Third party check approval

Non-end user report review

Assigning work to the applicable worktype

Back-up to the Legal Correspondent Management Duties

EDUCATION/EXPERIENCE:
Minimum Requirements:
2 years of mututal fund operations experience

Preferred Requirements:
Bachelors degree and 2 years of mutual fund operations experience

Prior relationship and project management experience

Knowledge of DST systems

SKILLS/KNOWLEDGE:
Project Management

Decision Making

Problem Resolution

Relationship management

Pioneer Investments - 20 months ago - save job - block
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