E*TRADE Financial Holdings, LLC

Jersey City Manager, Account Services Operations (Transfer of Assets)

Job Locations US-NJ-Jersey City
Posted Date 2 weeks ago(2/17/2021 11:25 AM)
Requisition ID
Professional Area

Who We Are

More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and learning, and, above all, putting our customers first.

About the Role

This leadership role is part of the TOA (Transfer of Asset) team within Operations and offers a unique opportunity to work in a critical function of ETRADE Financial. The role is dynamic and requires continuous interaction with internal stakeholders as well as external financial services firms. 


  • Effectively manage operations analysts by helping develop their skillsets and foster a positive, inclusive culture that retains top talent
  • Recruit and recognize high performing individuals with evidenced competencies essential to success in their role
  • Ensure team’s satisfactory performance against agreed Service Level Agreements (SLAs), Key performance Indicators (KPIs) and take appropriate steps to address and meet changing client and industry trends
  • Take ownership of oversight of risk controls within the team, ensuring they are complete, timely, and accurate
  • Escalate operational, regulatory and other risks to senior management and concerned departments
  • Provide direction, oversight, advice and guidance to direct reports and functional teams within own area of responsibility to create and foster an environment of continuous improvement 
  • Partner with the relevant internal functions to scope, define and implement large scale change projects to deliver sustainable process and performance improvement
  • Maintain business continuity by ensuring adequate training and effective testing to ensure the company is sufficiently protected in disaster recovery/emergency situations
  • Build strong relationships with key stakeholders in order to create highly collaborative partnerships



  • Bachelor’s Degree or an equivalent combination of education, training and experience (2 years of work experience can substitute for a Bachelor's Degree)
  • Minimum 1 year of financial service operations management experience



  • Deep understanding of securities operations and related core functions and controls
  • Knowledgeable in the asset transfer process between financial services firms, including ACAT, DTC, and DRS
  • Experience in a leadership role and able to work in virtual global teams within a matrix organization
  • Excellent strategic agility, communication, influencing and presentation skills
  • Ability to work in fast paced environment, keep pace with technical/operational innovation and maintain a broad understanding of the business offering
  • Open-minded, goal-oriented and a can-do attitude
  • Project management skills
  • Ability to identify key results and critical solutions that support position objectives
  • Ability to work on multiple projects simultaneously with little or no supervision/ direction
  • Ability to present concepts and gain support at the senior level of the organization
  • Strong prioritization skills and ability to adapt to change
  • Proven organizational skills with attention to detail
  • Strong computer skills (Word, Excel, Access, etc.)
  • Experience with SQL or Tableau
  • Strong analytical skills including ability to research, schedule, analyze and present findings


E*TRADE, a member of the Morgan Stanley family of companies offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Flexible Spending Account or Health Savings Account, Life Insurance, Disability and other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays, 401(k) and financial wellness plans in addition to other special perks reserved for our employees. Please visit Employment benefits at E*TRADE Financial — explore jobs (etradecareers.com) learn more about our benefit offerings.

EEO Statement

E*TRADE Financial Holdings, LLC is an Equal Opportunity Employer who encourages diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, disability, citizenship, marital status, sexual orientation, gender identity, military or protected veteran status, or any other characteristic protected by applicable law.


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