Job Details

Data & Recon Team Lead

The Data & Recon Team Lead is responsible for overseeing all aspects of intelligence gathering, data analysis, and strategic decision-making. They must possess strong analytical skills, proficiency in technical tools, and excellent communication abilities. This role requires effective leadership, adaptability to changing environments, and a commitment to ethical conduct and data privacy. The ideal candidate will have deep domain knowledge, strong problem-solving skills, a collaborative mindset, and the ability to inspire and motivate teams.

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 analyze 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 relevant experience leading an operational team in a relevant industry- finance, accounting, or tech.