Managing Director, Client Services

At Odyssey Transfer and Trust Company, we do things differently. Our core mission is to provide peace of mind to our clients by making things simple, fast, and easy.

Odyssey is a tight-knit, solution-driven team. Our shared values, as defined by our own employees, guide us in reaching our individual and collective goals:

• We Show Up for Each Other :
  We are in this together! We collaborate and support each other to get results. Our employees are compensated with competitive salaries and a comprehensive benefits package.
• We Build : “Outside the Box” is our playground. We’re not afraid to innovate and tackle tough problems – we’re here to disrupt the industry. Creativity and problem-solving is not reserved for the Executive team.
• We Get Stuff Done (GSD) :
  We have a notable reputation for being exceptionally responsive. Coming up with a great idea is only part of the solution;
  We take great ideas and put them into action.
• We Do the Right Thing :
  We’re dependable, trustworthy, and proud of our professional standards.

Primary Responsibilities and Attitude

The role of Managing Director, Client Services will be an integral part of our team. On a day-to-day basis, you will lead the team of Directors and Associates and ensure all aspects of the client’s service requirements are met. Our business is continually evolving, and you will help us shape its growth. We’re looking for someone who is known for their work ethic, taking initiative, and considers themselves to be entrepreneurial, innovative, and likes a challenge.

You are responsible for:

• Manage a team of Senior Directors and their pods including training, performance management, capacity, and career development.
• Manage a small portfolio of transfer agent clients with a strong focus on responsiveness, client retention and growth by delivering exceptional service
• Manage higher level or escalated interactions with clients, with a focus on efficient service and timely resolution; elevate to senior management when appropriate
• Review contract provisions for onboarding clients against current service standards
• Identify new products and services for existing clients, making proper introductions to the subject matter experts or sales team
• Maintain a strong focus on retention and growth by ensuring exceptional service
• Lead weekly department meetings and critically assess the current processes with a focus on finding efficient and innovative solutions
• Responsible for the revenue for your team including timely and correct billing for all services & follow up on aged receivables
• Supports Client Services team during absences and high volumes
• Other duties as required

Skills and Experience

• Minimum 10 years’ financial services experience, preferably in the transfer agent, corporate trust, brokerage, or related industry
• Strong leadership and mentoring skills
• Ability to communicate clearly with individuals at all levels of an organization, through both verbal and written communication
• Sense of urgency and ability to prioritize appropriately based on client needs
• Ability to travel as required to client annual meetings or other meetings as requested

What We Offer:

Paid Time Off:
Vacation Days, Sick Days, Birthday off, Bonus Day

Benefits:
Extended Health, 401K Matching, Dental, Life Insurance, ADD, Critical Illness, Short Term Disability, Long Term Disability, Employee Assistance Program, $500 Health Care Spending/Lifestyle Spending Account.

We thank all candidates for their interest; however, only those selected for an interview will be contacted. By submitting your resume, you consent to the collection, use and necessary disclosure of the personal information provided during the application and selection process.

We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.