Team Lead​/Specialist - Mutual Fund Security Setup Team | Southfield, MI

** Job Description Summary
** 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 Southfield, MI Corporate Office.
The Mutual Fund Security Setup Team is seeking a motivated Team Lead/Specialist. This dual‑path role is ideal for a high‑performing operations professional who excels in a detail‑oriented, fast‑paced environment and is ready to take the next step toward leadership.
In this position, you will play a critical role in maintaining the firm’s Mutual Fund security master: ensuring accurate setup, updates, and data integrity across all impacted business lines. This work directly influences a wide range of downstream operational processes, meaning precision, ownership, and strong organizational skills are essential.
The role combines Specialist responsibilities with Team Lead development opportunities, making it a strong fit for someone aspiring to future supervisory responsibilities. While FINRA licensing is not required for this role, the ideal candidate will be motivated to begin studying for their SIE as part of their long-term leadership development path.
** Job Description
** While prior Mutual Fund experience is highly preferred, it is not required. We are prioritizing candidates who demonstrate the right behaviors and growth mindset, including:
* Go‑getter attitude with a drive to take initiative.
* Proactive work style with strong follow-through and accountability.
* Inquisitive learner who seeks to understand how their work impacts broader firm processes.
* Strong organizational skills and ability to manage long-cycle tasks.
* Commitment to developing leadership capabilities and pursuing FINRA SIE certification and other licensing in the future.
** Team Lead Responsibilities**:
* Serve as the initial escalation point for day‑to‑day operational questions or issues.
* Provide peer coaching and support to enhance team performance and operational consistency.
* Actively participate in interviewing and talent selection.
* Model ownership, accountability, and operational excellence
** Responsibilities:
*** Reviews, interprets and applies incoming correspondences from various fund families related to the update and maintenance of mutual fund product characteristics as well as fund family rules and trading requirements
* Performs a variety of operational procedures within the department, related to the update and maintenance of mutual fund product characteristics as well as fund family rules and requirements including but not limited to new fund set up, fund maintenance, fund trading restrictions and Corporate Actions (mergers, liquidations).
* Monitors and reviews the daily workflow to ensure the correct use of applications and compliance with established procedures.
* Prepares various forms of written communication in regards to fund updates to both internal and external audiences.
* Provide operational support by performing a range of routine activities using existing systems and protocols.
* Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems.
* Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.
* Create a local document management system for an office or department.
* Build effective working relationships within the internal client organization and contribute to the management of the partnering relationship, delivering high-quality professional services within established routines or as part of an agreed project.
* Find the most effective ways to respond to routine functional inquiries. Involves following procedures and precedents.
* Use data management systems to access specific information as and when required.
* Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any…