Subject Matter Expert

Job Summary:
**Responsibilities**:
- Team span, responsible for handling a team of 5 to 10.- Trusted to consistently provide accurate, timely, and comprehensive responses to routine and non-standard inquiries, both in written and verbal interactions with internal and external parties.- Actively identifies and seizes servicing opportunities for both personal and team growth.- Takes a hands-on role in the onboarding process for new hires, engaging in their learning and providing feedback on skill development.- Establishes and communicates standards to the team, regularly overseeing weekly department metrics to uphold department KPIs.- Conducts regular evaluations of team members to ensure efficiency in their roles, including assessing employee anti-patterns, goals, aspirations, strengths, and weaknesses, often in collaboration with the division lead.- Collaborates with the division lead to identify areas for performance improvement and implements necessary changes.- Contributes to achieving operational targets by participating in annual external calls under the guidance of the division lead.- Maintains interaction with the Reconciliation Audit team on a monthly basis, implementing remediation and prevention strategies, and conducting monthly reviews with support from the Division Lead or Reconciliation Audit Lead.-
- Ensures the team consistently meets daily metrics of timeliness and completeness, driving improvements to mitigate risks or shortcomings.- Focuses on client success and employee development, often relying on mentorship from the Division Lead.- Ensures high-quality service and operational performance within the parameters of client expectations.- Actively participates in projects with upper management that align with company goals.- Selects, develops, and evaluates projects aimed at improving 1-2 strategic initiatives annually, leveraging Lean Six Sigma practices.- Leads 1-2 projects a year with upper management, typically lasting 3-6 months, aligning with company goals.- Identifies opportunities for improvement within the department and takes the lead in implementing solutions by communicating ideas with leadership and driving change.- Collaborates with Subject Matter Experts to enhance auto reconciliation processes for troubled or newly implemented accounts.- Proficiently handles reconciliation for 2-3 of CW's markets (Corporate, Insurance, Investment Management, Government).- Recognizes the importance of asset managers/custodians as partners and actively promotes collaboration with external portfolio data providers.- Participates in projects with other departments/teams to implement standard operating models and procedures for large/major clients, ensuring client success and compliance.- Proactively seeks automation opportunities in collaboration with Subject Matter Experts to improve auto reconciliation for accounts handled by the team.

**Required Skills**:
- Proven ability to analyse information and anticipate outcomes to choose the best solutions.- Using a data driven approach to coordinate team and department efforts to exceed KPIs.- Ability to motivate and inspire team members, as well as provide them with the guidance and support they need to be successful is a leadership skill.- Ability to identify trends and opportunities, as well as to develop and implement strategies to achieve the team's goals.- Strong computer skills, including proficiency in Microsoft Office.- Excellent attention to detail and strong documentation skills.- Outstanding verbal and written communication skills.- Strong organizational and interpersonal skills.- Exceptional problem-solving abilities.

Education and Experience:
- Bachelor’s & master's in finance or accounting.- 7+ years relevant experience in leading a cross-functional and collaborative team.- 6+ years releveant experience leading an operational team in a relevant industry
- finance, accounting, or tech.