Fulfillment Manager

Job Summary

Managing fulfillment processes for shareholder servicing communications, the full-time remote Fulfillment Manager will oversee document collection and organization while ensuring client requests are met efficiently and accurately.

Key responsibilities

• Manage the fulfillment processes for document collection, retention, and reporting related to shareholder servicing communications
• Define and implement controls for fulfillment processes, updating procedures as necessary
• Participate in client discussions to design optimal experiences for unique deal requirements

Required qualifications

• 3-5 years of experience in operations or production services, preferably in financial services
• Management experience is a plus
• Project management experience and understanding of project management principles
• Proficiency in Microsoft Office Products, with additional skills in NetSuite, SQL, and DocuSign being a plus
• Bachelor's degree or equivalent experience