Vice President, Client Operations

Position Summary

• We are seeking a seasoned Client Service Operations Analyst within Corporate Trust Operations
• Structured Debt, with 5+ years of experience in commercial paper settlements, funds transfers, and security settlements. The ideal candidate excels in client services (internal and external), operates effectively under tight timelines, and demonstrates rigorous attention to detail. This role supports day-to-day operational execution, exception management, and client issue resolution to ensure accurate, timely processing, and outstanding client outcomes.

Primary Responsibilities

• Execute end-to-end settlement processes for commercial paper, securities, and funds transfers, ensuring timely and accurate completion and adherence to cutoffs
• Monitor, investigate, and resolve exceptions, breaks, and inquiries across cash, securities, and commercial paper workflows; escalate issues appropriately
• Coordinate and confirm trade details, reference data, and settlement instructions; validate supporting documentation and ensure compliance alignment
• Manage client inquiries and service requests, providing clear, professional communication and proactive issue follow-up for internal stakeholders and external clients
• Perform daily reconciliations, confirmations, and control checks; maintain full audit trails and evidence of key controls
• Ensure adherence to operational risk, compliance, and control frameworks; follow established SOPs while identifying opportunities for process improvement
• Collaborate with cross-functional teams (Operations, Client Service, Risk/Compliance, Technology) to resolve complex issues and implement remediation plans
• Prepare and maintain procedural documentation, metrics, and performance reporting; contribute to continuous improvement initiatives
• Support new client onboarding, account setup, and validation of settlement instructions where applicable
• Participate in testing for system enhancements, operational changes, and contingency/BCP exercises

Education & Experience

• Bachelor's degree in Business, Finance, or a related field. -
• Advanced degree or professional certification preferred.
• Relevant certifications (e.g., securities operations, payments, or risk/control credentials) are a plus
• 5+ years of hands-on experience in commercial paper settlements, funds transfers, and security settlements within the financial services industry
• Proven client service experience across internal stakeholders and external institutional clients; strong stakeholder management and communication skills
• Demonstrated ability to operate within tight timelines and market cutoffs with high accuracy and accountability
• Exceptional attention to detail with a strong control mindset and familiarity with audit requirements
• Solid understanding of settlement cycles, market infrastructure, and standard messaging/confirmation processes
• Experience handling exceptions, reconciliations, and investigations, including root-cause analysis and corrective action
• Proficiency with operational systems related to settlements and payments; strong Excel skills for tracking, analysis, and reporting

Skills & Competencies

• Client-obsessed mindset; anticipates client needs and drives timely, transparent outcomes
• Ownership and accountability; reliably executes critical tasks and meets deadlines under pressure
• Analytical problem-solving; able to synthesize information and recommend practical solutions
• Risk and controls orientation; applies procedures consistently and challenges gaps constructively
• Clear written and verbal communication; able to translate technical/operational topics for non-technical stakeholders
• Collaboration and teamwork; partners effectively across Operations, Product, Technology, and Risk
• Adaptability; comfortable working in dynamic environments, shifting priorities, and evolving processes

Preferred Experience (Nice to Have)

• Familiarity with market utilities and messaging (e.g., SWIFT, Fedwire, DTCC/NSCC, custodians, counterparties)
• Experience with institutional clients such as asset managers, banks, corporates, or broker-dealers
• Exposure to process improvement methodologies (Lean/Six Sigma) and KPI/metric reporting
• Experience with operational change management, UAT, and documentation updates

Work Approach & Values

• Aligns to principles of being client-obsessed, sparking progress through continuous improvement, owning outcomes, staying curious, and thriving together with colleagues
• Upholds high ethical standards and complies with regulatory and internal policies at all times