Vice President, Instruction Capture

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<p>We’re seeking a future team member for the role of<strong> Vice President, Instruction Capture Client Event Manager</strong>&nbsp;to join <strong>Fund and Investor Solutions</strong>. This role is located in <strong>Lake Mary</strong>.</p><p>In this role, you’ll make an impact in the following ways:</p><ul style="list-style-type: disc;"><li>Represent Instruction Capture in client engagements as a subject matter expert, with a focus on Fund processing, including orders, baskets, and lifecycle events.</li><li>Develop and maintain standardized Instruction Capture offering materials and client documentation, including due diligence content.</li><li>Advocate for scalable, controlled, and STP-aligned workflows in client discussions and solution design.</li><li>Partner with clients and internal stakeholders to support onboarding, event readiness, and operating model optimization.</li></ul><p>To be successful in this role, we’re seeking the following:</p><ul style="list-style-type: disc;"><li>7+ years of experience in Financial Services.</li><li>Deep expertise in Instruction Capture, Fund Accounting, or related operational and client service domains.</li><li>Strong experience across:&nbsp;<ul style="list-style-type: circle;"><li>Front-to-back trade lifecycle processes, from execution through capture, enrichment, and downstream processing.</li><li>ETF or Mutual Fund lifecycle, including orders, baskets, NAV impact, and processing flows.</li><li>Client service and fund accounting &amp; operations.</li></ul></li><li>Demonstrated success in:&nbsp;<ul style="list-style-type: circle;"><li>Client onboarding and fund lifecycle events.</li><li>Understanding of operational risk, controls, and regulatory frameworks.</li><li>Collaboration with Operations, Relationship Management, external Clients.</li></ul></li></ul>

⚑ 岗位信息收录自公开招聘页（ATS 官方），以雇主官网为准