Team Lead/Specialist - Mutual Fund Security Setup Team

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.