Position Summary

TheFinance Team Lead - Mutual Fund provides leadership and oversight for the team supporting Global Asset Management and its high-net-worth product lines. The role is responsible for managing day-to-day team operations, ensuring operational excellence, mitigating risk, achieving client Service Level Agreements (SLAs), and supporting continuous improvement initiatives. The Supervisor serves as the primary link between team execution, client expectations, and operational management.

Key Responsibilities

Team & People Leadership

• Team Coverage Management: Oversee scheduling, time-off requests, absences, and workload redirection to ensure adequate coverage.
• Daily Support & Coaching: Provide guidance, hands–on support, and mentorship to team members through one–on–one discussions, instant messaging, and feedback sessions.
• Team Engagement: Foster a collaborative, high–performing team environment through reg...