Top 1339 Transaction manager Jobs in Centennial, Co

AVP, Account Services
Ultimus Fund Solutions —Greenwood Village, CO
- $85,000 - $115,000 a year
- Full-time
- Remote
- Writing skills
- Office
- Analysis skills
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Sr. Contracts Manager
Leidos —Englewood, CO
- $116,350 - $210,325 a year
- Full-time
- Office
- Master's degree
- Analysis skills
Full Charge Bookkeeper/Office Manager
High Country Search Group —Denver, CO
- $65,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Dental insurance
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Funding Manager/Closer
DNVR Group —Denver, CO
- $90,000 - $200,000 a year
- Full-time
- Remote
- Mid-level
- Contracts
- Communication skills
- Opportunities for advancement
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4d
Purchasing Agent
Trumark Companies —Greenwood Village, CO
- $75,000 - $115,000 a year
- Microsoft Excel
- Microsoft Outlook
- Construction site
- 401(k) matching
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Payment Services Manager
Credit Union of Colorado —Denver, CO
- $101,200 - $126,500 a year
- Hybrid work
- Microsoft Word
- 7 years
- Bachelor of Science
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Transaction Manager - Healthcare
CBRE —Greenwood Village, CO
- $115,000 - $140,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Sales
- Health insurance
- Dental insurance
Senior Transaction Manager
CBRE —Greenwood Village, CO
- $57.70 - $79.33 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Basic math
Manager, Transactions Management
LivCor LLC —Denver, CO
- $125,000 - $140,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- 5 years
- Analysis skills
- Health insurance
- Dental insurance
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Sr Transaction Manager - Healthcare
CBRE —Greenwood Village, CO
- $130,000 - $160,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Residential
- Health insurance
- Dental insurance
Transaction Management Director
CBRE —Greenwood Village, CO
- $72.12 - $86.54 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Real Estate License
CFS Manager- New/Used
AutoNation —Centennial, CO
- $6,000 - $12,000 a week
- Full-time
- Dealership
- Mid-level
- High school diploma or GED
- Dental insurance
- Vision insurance
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3d
Distribution Center Manager
Andersen Distribution, Inc. —Aurora, CO
- $122,251 - $189,489 a year
- Online Application
- Residential
- Bachelor's degree
- Fair chance
- Profit sharing
- Paid parental leave
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Healthcare Transaction Director
CBRE —Greenwood Village, CO
- $72.12 - $86.54 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Real Estate License
Office Administrator
W.E. O'Neil Construction —Littleton, CO
- $55,000 - $62,000 a year
- Full-time
- Mid-level
- Office
- Administrative experience
- Fuel card
- Health insurance
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Senior Property Manager, Denver
Ares Management —Denver, CO
- $110,000 - $120,000 a year
- Extended hours
- Construction site
- 5 years
- Bachelor of Science
- Commuter assistance
- Health savings account
Administrative Assistant
Robinson and Henry —Centennial, CO
- $24.75 an hour
- Full-time
- Office
- In-person
- 2 years
- Health insurance
- Dental insurance
Quick Apply
11d
Trust Operations Assistant I or II
ANB Bank —Denver, CO
- $20.25 - $30.00 an hour
- Full-time
- Customer service
- Office
- Entry level
- Profit sharing
- Health savings account
12d
Sales Rep/ Territory Account Manager
Inman —Denver, CO
- $60,000 - $100,000 a year
- Full-time
- Hybrid work
- Mid-level
- Presentation skills
- Marketing
- Paid training
- Health insurance
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9d
General Manager
Andy's Frozen Custard —Littleton, CO
- $65,000 - $75,000 a year
- Weekends as needed
- Background check
- 18 years or older
- Mid-level
- Paid training
- Health insurance
Quick Apply

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AVP, Account Services

Ultimus Fund Solutions -
Greenwood Village, CO

Quick Apply

Job Details

Full-time
$85,000 - $115,000 a year

Qualifications

Financial services
General management

Full Job Description

SUMMARY
The Manager, Account Services oversees the Transfer Agent Operations Team, interacting directly with clients, financial representatives, vendors, and associates. Additionally, this role is pivotal in developing team members, refining processes, and ensuring accountability.

KEY ACCOUNTABILITIES

Ensures timely processing of all transactions through workflow management.
Interprets fund prospectuses and ensure accurate processing.
Develops detailed procedures and instructions for the processing team.
Authorizes processing exceptions per management guidelines.
Provides information and answer questions for fund family contacts.
Determines and interprets required legal documents for processing.
Ensures compliance with SEC, NICSA, and FINRA regulations.
Interprets IRS regulations for retirement plans and tax reporting.
Resolves and processes IRS Tax Levies.

PERSONNEL MANAGEMENT

Manages associates within department including, but not limited to, hiring, training, and developing associates, delegating work assignments, writing, and conducting performance appraisals, salary recommendations, coaching and counseling, and administering corrective actions.
Conducts one-on-one and team meetings with associates on a regular basis to discuss new procedures, problems, and issues.
Establishes team and individual goals for department.
Fosters performance of associates and the processes used by them; holds the associates accountable for their work.

WORKING RELATIONSHIPS

Mentors associates through instruction, coaching, real-time on-the-job experiences, and effective practice modeling.
Maintains frequent contact with fund advisor executives and financial brokerage representatives.
Manages escalated situations with difficult callers or clients.
Collaborates with the Transfer Agency Operations Leadership Team to develop new procedures.

May perform other duties as required and assigned.

EDUCATION AND EXPERIENCE

Bachelor’s degree in business administration or a related field.
6+ years of experience in client services or a related field.
1-2 years of management and leadership experience.
Experience within the financial services industry.
Series 6 or 7 license.
Equivalent education and experience will be considered.

KNOWLEDGE

Operational standards, including SEC, IRS, and prospectus regulations.
Retirement products such as IRA, Simple IRA, and other plans.
Proficiency in mutual funds and alternative investment products.
Microsoft Office Suite.
Adobe Acrobat.

SKILLS AND ABILITIES

Leadership skills to foster a positive work environment encourages teamwork, motivation, efficiency, and maximum utilization of staff skills.
Understanding of clients’ businesses to proactively anticipate complications.
Aligns associates with company values and goals.
Plans and delegates the work of others.
Motivates and inspires others.
Assesses the performance of self and associates to make improvements or take corrective action.
Plans and develops systems and procedures to improve operating quality and efficiency of department in accordance with company policies and procedures.
Troubleshoots issues utilizing creative and critical thinking skills.
Multitasking, analytical, and organizational skills.
Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness.
Demonstrates personal integrity, responsibility, and accountability.
Effectively uses resources such as time and information in conjunction with associates.
Participates in solving problems and making decisions.
Presents and expresses ideas and information, written and oral, clearly, and concisely.
Actively listens to others to achieve understanding and supports an open exchange of ideas and information.
Identifies needs, arranges for, and obtains resources to accomplish individual and department goals.
Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations.
Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion.

Ultimus is an equal opportunity employer and does not discriminate on the basis of the applicant’s or employee’s race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes.

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Refine Your Search

transaction manager jobs in centennial, co

AVP, Account Services

Sr. Contracts Manager

Full Charge Bookkeeper/Office Manager

Funding Manager/Closer

Purchasing Agent

Payment Services Manager

Transaction Manager - Healthcare

Senior Transaction Manager

Manager, Transactions Management

Sr Transaction Manager - Healthcare

Transaction Management Director

CFS Manager- New/Used

Distribution Center Manager

Healthcare Transaction Director

Office Administrator

Senior Property Manager, Denver

Administrative Assistant

Trust Operations Assistant I or II

Sales Rep/ Territory Account Manager

General Manager

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