Liquidity Operations Manager

<strong>When you join Shareworks you quickly understand the focus on providing our customers with smarter software, remarkable service and relationships built on trust and reliability. We can state this with confidence – it’s part of everyone’s DNA.<BR><BR>And just as important, we have a shared culture that helps us know how we work together to achieve amazing results.</strong>

Sandy, UT

Shareworks

<strong><span style="font-size: 10.5pt; font-family: 'Verdana',sans-serif;">If you're looking for something a little different for your career, you've come to the right place. What started as a sketch on a napkin is now our world-class software platform that combines cutting-edge technology with outstanding client service and premier wealth management capabilities. Shareworks by Morgan Stanley is designed to simplify the complexities of equity plan management, while helping employees realize the full potential of their benefits. We reward our people with a fun and dynamic workplace culture and the opportunity to be part of our continued international growth and success.</span></strong> https://www.shareworks.com/

keywords: summary,join us,compensation,sales,relationships,management,quality assurance,transaction,experience,knowledge,environment,operations,degree

Full Time

Overview: Has your paper napkin business plan turned into a billion-dollar reality? Ours has and that sketch on a napkin is now our world-class software platform that combines cutting-edge technology with outstanding client service and premier wealth management capabilities. Shareworks by Morgan Stanley is designed to simplify the complexities of equity plan management, while helping employees realize the full potential of their benefits.<br /><br />Our employees have helped us get to where we are today; and as we continue to scale towards being the incomparable leader in our industry, we are looking for a <strong>Liquidity Operations Manager</strong> to help write the next chapter with us. <br /><br />Based out of our <strong>South Jordan, Utah</strong> office, the Liquidity Operations Manager will be an experienced and passionate leader who will oversee the operational execution of private company financial transactions utilizing our Shareworks software. You will have the opportunity work with some of the fastest growing and well-known private companies, while collaborating with the sales and technology teams to build the best possible software enabled client experience for our customers.<br /><br />Solium is a fast growing Company where every member of our team is integral to our success. If you have an unfailing commitment to excellence, alignment to customer interests, and strong problem-solving skills, Solium would welcome your contribution to our enthusiastic team. We reward our people with a competitive compensation and benefits package.
Responsibilities: <ul> <li>Manage a dedicated team of Client Service Managers</li> <li>Be responsible for the delivery of successful client support to company administrators and individual employee shareholders</li> <li>Work closely with Relationship Managers to onboard clients who are completing a transaction, seamlessly transition them through the execution of that process on our software</li> <li>Work closely with the Shareworks Participant Experience Group to ensure alignment on the delivery of information to shareholders</li> <li>Build support materials for the team in order to foster growth and increase efficiency</li> </ul>
Requirements: <ul> <li>5+ years of client operations experience</li> <li>Experienced leader with 3+ years managing a client service team</li> <li>Bachelor&rsquo;s degree preferred</li> <li>Paralegal or financial operations experience preferred</li> <li>Knowledge of equity plans preferred</li> <li>Familiarity with Zendesk and Docusign preferred</li> <li>Self-motivated and interested in automating transaction workflows</li> <li>Demonstrated ability to learn new tools and technologies quickly</li> <li>Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities</li> </ul>