Supervisor, Investment Operations

Westlake, OH 44145, USA Req #493
Tuesday, March 16, 2021
Equity makes a difference in our client’s lives by helping them reach financial freedom through the inclusion of Alternative Investments and educating clients on the options available. We have a world class online investing portal called myEquity that helps clients manage their accounts and Equity University is the ultimate resource for wealth building and self-directed IRA investing education. You will have the rewarding opportunity to help our clients navigate the world of non-traditional investing.Equity also has a strong value based culture where associates are asked to be innovative, do the right thing for our clients and all within a fun and supportive environment. Our leaders come from a wide variety of well known organizations in the Banking, Investment and Operations industries and are all committed to the growth and development of our associates.

The Supervisor, Operations of Investments provides guidance and oversees the Investment Operations. Works closely with Team Leads to ensure the team members are meeting both team and individual expectations. Cultivates positivity about the Company and supports initiatives, encouraging team members to do the same.                                                                          



• Monitors team performance to ensure that investment requests and incoming phone calls are handled within designated service levels

• Monitors both call and operational audit findings to ensure team is meeting quality standards

• Ensures balance in workloads, using historical data to forecast potential for incoming requests and providing coverage during absences and times of high volume

• Provides ongoing coaching to team members as necessary in addition to creating annual performance evaluations



• Cultivates relationships and communicates with internal and external partners

• Assists as needed with escalated requests

• Updates procedures and ensures team members are educated regarding changes

• Ensures proper staffing for coverage including hiring, coaching, and training new associates

• Performs other duties as assigned



Education and Experience:

• High School Diploma or GED required

• Associate’s Degree in Arts/Science preferred

• Minimum 2 years of experience in retirement industry

• Minimum 5 years of experience in a fast paced, customer driven environment



• None required



• Expert level proficiency in Microsoft Office

Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.

Other details

  • Pay Type Salary
  • Westlake, OH 44145, USA