Mutual Fund Account Services Specialist (Team Lead) I St. Petersburg, FL

**_Hybrid Work Environment_** _: This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our St Petersburg, FL Corporate Office._

**Responsibilities:**

+ Desire to pursue leadership as a career path. This could be associate coaching, assisting with interviews, conducting associate 1:1s and involvement with managing associate performance.
+ Assist in the training of new associates, and documents their progress and milestones. Reports successes, and identifies concerns to department leadership.
+ Drives departmental projects, including requirements gathering, documentation, functional analysis and testing as needed.
+ Determines and identifies gaps around departmental policies and procedures.
+ Directs the review of lower level associates work for accuracy and completeness. Identifies areas of strengths/weaknesses and outlines pro...