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Vice President, Reconciliation Manager
Job Description
Position Summary The Vice President, Reconciliation Manager leads reconciliation functions that ensure the accuracy, integrity, and operational stability of managed account solutions. This role oversees cash, position, and transaction reconciliation processes, strengthens operational controls, and ensures timely resolution of reconciliation exceptions. Collaborating across various teams, the Vice President facilitates operational excellence, mitigates risks, and supports the ongoing growth of the organization's managed account business. Key Responsibilities Lead reconciliation operations supporting the company's managed account platform, ensuring accurate and timely reconciliation of cash, position, and transaction activity. Oversee reconciliation workflows, exception management processes, and daily operational controls to maintain data integrity and minimize risk. Manage complex reconciliation issues, escalations, and high-risk exceptions, balancing operational, regulatory, and client considerations. Establish and maintain reconciliation controls, policies, and procedures to support accuracy, transparency, and operational effectiveness. Monitor key performance indicators, exception patterns, and operational risk metrics, identifying areas for continuous improvement and implementing corrective actions. Collaborate with custodians, brokers, investment managers, and internal teams to resolve reconciliation challenges and support service delivery. Drive initiatives on workflow optimization, automation, reduction of exceptions, and operational scalability. Support onboarding, platform enhancements, and strategic projects affecting reconciliation functions. Develop governance frameworks that promote accountability, risk management, and control effectiveness. Provide leadership, coaching, and performance management to reconciliation teams, fostering a culture of collaboration and continuous improvement. Communicate operational performance, reconciliation risk, and strategic priorities to senior leadership and business stakeholders. Required Qualifications Bachelor's degree or equivalent educational and professional experience. At least 7 years of experience in reconciliation, investment operations, managed accounts, asset servicing, custody operations, or related financial services roles. Proven experience leading reconciliation functions, operational teams, or critical business processes within the financial industry. Strong knowledge of cash, position, and transaction reconciliation practices, operational controls, and risk management frameworks. Experience managing complex exceptions, escalations, and audit or regulatory activities. Demonstrated ability to lead process improvements, automation efforts, and operational transformations. Solid understanding of investment products, securities processing, and operational workflows related to managed accounts. Excellent analytical, decision-making, and problem-solving skills. Strong leadership, stakeholder engagement, and influencing abilities across business and technology functions. Excellent written and verbal communication skills, with experience presenting insights and recommendations to senior leadership. Why This Opportunity May Be Appealing This role offers the chance to lead a critical function within a dynamic organization committed to operational excellence and risk management. It provides the opportunity to influence strategic initiatives, drive process improvements, and work collaboratively across multiple teams. With a focus on continuous growth and innovation, this leadership position is ideal for professionals seeking to make a lasting impact in the financial services industry. Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support. Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit https://dexian.com/ . Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
Benefits
- Dental Insurance
