OppenheimerFunds, Inc. is one of the nation’s largest and most respected investment management companies. OppenheimerFunds is widely recognized as a leader in educating and empowering investors and for its award-winning customer service.
Responsible for managing overall operations, including budget, processes, staffing, productivity, and the performance of the department. TA Processing’s main objectives are to process all incoming mail, scan the mail into the FileNet system, process all transactions, and account maintenance functions for our direct customers.
Principal Responsibilities May Include:
Responsible for leading day-to-day activities of service teams in order to deliver superior business results on a consistent basis.
Serves as a resource for questions, problem solving and additional information. Identifies, documents, and develops solutions for problem situations and issues. Execution of these responsibilities should include implementation of appropriate learn-teach-lead tactics.
Responsible for process improvement and team innovation at both a department & a global level. Determine trends and activities that can be automated or consolidated.
Coach and mentor staff to increase leadership, quality, and productivity. Work with supervisors to ensure coaching of staff on an individual basis to develop skill sets and to build upon position competencies. Ensure appropriate accountability occurs.
Delegates work assignments, establishes priorities, and sets deadlines. Monitors work flow and implements efficiencies.
Ensure compliance rules and guidelines are adhered to.
Communicate performance goals and expectations to supervisor and staff.
Maintain a positive and team oriented environment in a sometimes stressful environment.
Competencies For Success:
Champion new initiatives and acts a catalyst of change. Exhibits a passion for healthy change at the team, department and organization levels; motivates others to the same competency.
Demonstrated strong problem solving and analytical ability.
Demonstrated ability to act in a leadership capacity as a liaison between departments as well as external customers in an effort to facilitate open, effective communication.
Proven ability to effectively manage conflict and difficult situations by using techniques to diffuse anger, offer alternatives, and identify solutions. Foster open communication with all levels of staff, demonstrating good listening skills.
Demonstrated ability to translate business strategies into clear objectives and tactics at the team level.
Demonstrates an appropriate sense of urgency & holds others accountable to do the same. Excellent time management skills.
Develops key employees for positions of leadership and provides growth opportunities.
High level of initiative.
Demonstrated relationship management skills.
Series 6 or 7 and Series 24 or 26 required (successful candidate must be willing to obtain these licenses if not already held)
OFI Core Competencies
Define Vision & Focus on Results
Understand the current business context and clearly define and articulate the intended future direction for the company and department. Set challenging, realistic, outcome driven goals that reflect an exciting vision for how the Company will innovate or compete in an evolving marketplace.
Manage Change & Take Action
Challenge the current state and make a compelling case for change and drive continuous improvement to achieve future objectives. Operate with flexibility and urgency and embrace good ideas from any source. Make decisions that align with the Company’s priorities and values.
Build Relationships & Collaborate
Build high-performance teams and coalitions that are focused on addressing the needs of the business. Form and sustain valuable internal and external business relationships and networks. Collaborate productively and with integrity to achieve and deliver results
Give Feedback & Be Accountable
Provide constructive performance-shaping feedback to individuals and groups regarding the quality and effectiveness of work. Improve performance and output by assessing patterns of success and failure. Look for opportunities to coach others and make others successful. Take personal responsibility and honor commitments.
The candidate must be comfortable with continuous change and demonstrate commitment by abiding to OFI’s Corporate Values:
Since the original Oppenheimer fund was first offered to the public in 1959, OppenheimerFunds, Inc. (OFI) has grown into one of the largest...