Operations Lead Specialist - Trade Management

About this role

At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships.  We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.

POSITION SUMMARY The Operations Lead Specialist Trade Management is responsible for assisting the Supervisor with enhancing the productivity, reducing the Risk Profile and Enhancing the Client Experience as related to highly complex and client specific security related transactions. These Lead Operations Specialists are the Subject Matter Experts related to ETF processing activities. As a Subject Matter Expert, they are expected to assist team members as needed for processing expertise and back-up. The Lead Operations Specialist II is a back-up for all functions including some Supervisor functions. They will also assist Management in the identification and resolution of issues. The Lead Operations Specialist II must have strong communication skills and comfort reaching out to clients both internal and external. They should have the ability to identify and escalate issues along with expected resolution directly to clients/management in a formal setting (such as a call or meeting with other LOB managers or clients). The Lead Operations Specialist II has a direct focus on meeting the Standards and Goals of the department. They proactively identify trends that will aid in the increased STP for both the Division as well as the Client, adding to the overall Client Experience by acting as a direct contact related to a specific client relationship or process.

PRINCIPAL RESPONSIBILITIES 1. ETF Operations • Stay updated on developments in the broader ETF Ecosystem

• Serve as a point of contact for external Authorized Participants about daily servicing and inquiries

• Create/redeem order management monitoring

• Fund onboarding

• Collateral management

• Independently manage client specific processes and provide daily feedback and reporting

• Manage the order lifecycle

• Perform various edit checks on all electronic trades. Those trades with missing, incomplete, inconsistent or poorly formatted data are sent to repair for research and resolution

• Assist in management of daily volume * Escalate known or potential issues to management

• Help ensure all deadlines and requirements are being met

• Assist team members and supervisors with daily tasks as Subject Matter Expert

2. Conflict Resolution • Resolve transaction related problems using established procedures or client documentation and available systems

• Analyze trends and provide feedback

• Ensure timely response to internal and external requests

3. Communication • Ability to clearly and professionally communicate instruction related issues to clients

• Communicate expected resolution (where applicable) based on market knowledge

• Provide superior client service

• Work proactively with clients and internal areas to improve instruction and process flow

• Attend Client Meetings and have ability to actively engage with the Client

KNOWLEDGE, SKILLS AND ABILITIES • BS/BA degree or equivalent work experience

• Minimum 3 Year Custody/Operations experience

• Excellent proven written and verbal communication skills

• An aptitude for thorough analytical and problem resolution

• Proven ability to provide feedback and guidance to clients effecting change in behavior and overall satisfaction

• Self-starter, proactive and objective oriented

• Ability to execute tasks with little direction, and plan time effectively to meet deadlines

• Ability to multitask and deal with competing priorities

• Ability to identify, analyze, resolve and when needed escalate a problem

• Knowledge of one or more product areas within the Firm

• Aligns and works towards all department Goals

• Prior experience in financial services (ETF, Fund Accounting, Custody) is a plus

What We Offer • A collaborative environment that enables you to step outside your role to add value wherever you can

• Direct access to clients, information and experts across all business areas around the world

• Opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm

• A culture of inclusion that values each employee’s unique perspective

• High-quality benefits program emphasizing good health, financial security, and peace of mind

• Rewarding work with the flexibility to enjoy personal and family experiences at every career stage

• Volunteer opportunities to give back to your community and help transform the lives of others

    Salary Range Boston: $55,000 - $70,000 Base Salary + annual performance bonus

BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck—providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being. 

We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.

About BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client ma

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