Transaction Management Ops Team Lead

. Oversee day-to-day transaction processing operations .

Posted 10/15/2026full-timeJacksonville • Florida • United StatesSeniorWebsite

Key responsibilities & impact

Oversee day-to-day transaction processing operations
Ensure accurate, timely, and high-quality execution of operations tasks
Train, coach, and supervise team employees
Address employee inquiries and escalations
Perform approvals and ensure accurate process execution
Maintain service quality and accuracy, escalating issues to management as needed
Perform completeness, accuracy, and risk assessments of outgoing payments according to established guidelines and procedures
Research and resolve numerical errors using troubleshooting guides and escalation procedures
Engage support partners when needed
Respond to internal and external business partner inquiries regarding errors via written communication
Escalate challenging issues to leadership
Understand end-to-end process flows, process controls, and process risks

What you’ll need

3+ years of experience in securities operations, settlement, custody, banking operations, financial services, or a related operational environment
Working knowledge of securities settlement processes, including Mutual Funds, Alternative Investments, trade settlement, liquidations, and exception management
Experience performing account reconciliations, cash balancing, General Ledger research, and financial control activities
Ability to analyze operational exceptions, identify root causes, and implement effective resolutions
Strong attention to detail and ability to manage multiple priorities and meet strict deadlines in a high-volume environment
Proficiency in Microsoft Office Suite, including Excel, Word, PowerPoint, and Outlook
Strong verbal and written communication skills
Ability to partner effectively across Operations, Finance, Risk, Compliance, and Technology teams
Ability to work independently while exercising sound judgment and decision-making skills
Strong organizational, analytical, and problem-solving capabilities
Commitment to operational excellence, risk management, and regulatory compliance
Ability to process time-sensitive transactions accurately and efficiently
Strong risk and control mindset
Ability to identify potential operational issues before they become client or regulatory impacts
Flexibility to adapt to changing business priorities, regulatory requirements, and operational demands

Comp & perks