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Lead SUN process operations in Lake Mary, FL as Senior Specialist, Client Processing Team Lead.
Drive triparty collateral, trade, liquidity, settlement workflows, automate and ensure audit readiness.
Responsibilities
- Leading daily operations for triparty collateral, trade, liquidity, and settlement workflows
- Acting as the primary point of contact for clients and primary dealers on complex issues, including breaks, collateral shortfalls, pledges, releases, wire exceptions
- Directing reconciliations, reporting, and issue resolution across multiple accounts and workflows
- Partnering with Technology, Risk, Product, and Client Service to fix root causes, not just symptoms
- Setting team priorities and keeping delivery on track against cutoffs and client commitments
- Building the team's capability through training, onboarding, and hands‑on knowledge transfer
- Leading with a control mindset that sets the standard for the group, not just your own work
- Keeping procedures, control documentation, and audit readiness current and defensible
- Identifying and driving automation, workflow redesign, and AI‑enabled improvements
- Representing the team in testing and rollout of system and process enhancements
Requirements
- Associates degree in a related discipline or equivalent combination of education and experience is required. Bachelors degree preferred.
- 7 plus years in client processing, triparty collateral, repo, securities operations, or related financial services roles
- Experience leading daily workflow and developing team performance, including supervisory review
- Strong analytical and decision-making skills, with the judgment to resolve exceptions fast and correctly
- A genuine risk and control discipline, documentation and deadlines aren't an afterthought
- Clear communication skills, tested in front of clients and internal stakeholders alike
Preferred qualifications
- Back-office operations experience within financial services
- Working knowledge of US triparty repo mechanics and treasury clearing processes
- Exposure to industry change, such as UST central clearing, 24x7 market initiatives, or similar transformation work
- Experience with automation, workflow optimization, or AI-enabled process improvement
- Familiarity with reporting/data tools (e.g., Power BI) used to monitor operational performance
- Solid understanding of regulatory expectations and operational controls