The Supervisor, Operations Processing & Transactions will lead the Adjustment team within Transfer Agency Operations, overseeing end-to-end correction processing for intermediated accounts when transaction- or account-level errors require resolution. This leader will manage the Arizona-based team, currently consisting of four crew members ranging from IC3 to IC5 levels, ensuring adjustments are reviewed, approved, and processed accurately and timely while fostering a culture of accountability, engagement, and continuous improvement.
This role requires strong judgment, attention to detail, operational discipline, and the ability to build effective partnerships across Transfer Agency Operations and key business partners. The supervisor will also play a critical role in supporting transformation efforts, including modernization initiatives, platform testing, change readiness activities, and team communications.
This hybrid role (in-office Tuesday, Wednesday, and Thursday) is based in Scottsdale, Arizona.
Supervisor, Operations Processing & Transactions • Scottsdale, AZ, United States
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