Sr Operations Team Lead

About the role

This role oversees the Operations team, ensuring deadlines are met, tasks are executed and coordinated, and complex problems are identified, analyzed, and resolved. The position requires a strong understanding of foundational operations and familiarity with a specific product line, with a focus on US IRW Tax Withholding and Reporting. Responsibilities include handling reporting related to 1099, 1042, 1042S, and other outsourced functions, coordinating globally with colleagues in GBAM Operations Tax & Control, GBAM Tax Change, GBAM Technology, Global Tax Policy, and Global Tax Compliance. The role also involves servicing tax-related client inquiries and escalations, and driving tax initiatives and regulatory implementations in partnership with GBAM Tax Change and GBAM Technology.

Responsibilities

• Resolves day-to-day problems and executes deliverables within the business unit.
• Applies knowledge of end-to-end processes to ensure adherence to bank and regulatory policies and procedures.
• Manages team workload, providing oversight and direction.
• Evaluates efficiencies and identifies areas of improvement to implement process enhancements.
• Maintains internal, operational, and financial controls while working within the risk appetite of the business unit.

Managerial Responsibilities

• Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
• Manager of Process & Data: Demonstrates and expects process knowledge, data-driven decisions, simplicity, and continuous improvement.
• Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the "why," and connect contributions to business results.
• Risk Manager: Leads and encourages the identification, escalation, and resolution of potential risks.
• People Manager & Coach: Knows and develops team members through coaching and feedback.
• Financial Steward: Manages expenses and demonstrates an owner’s mindset.
• Enterprise Talent Leader: Recruits, on-boards, and develops talent, supporting career growth through talent mobility.
• Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.

Requirements

• Four or more years of experience delivering end-to-end tax reporting in support of Global Markets, Trade Finance, and Commercial Credit products, including complex transaction flows.
• Knowledge of U.S. Treasury regulations, including Chapters 3, 4, and 61, with demonstrated familiarity in information reporting requirements such as Forms 1099 and 1042-S.
• Advanced working knowledge of Microsoft Office applications, with a strong emphasis on Excel for data analysis and reporting.
• Proven ability to perform complex reconciliations, identify discrepancies, and resolve issues through structured, analytical approaches.
• Ability to manage multiple priorities simultaneously while maintaining accuracy and meeting tight deadlines in a dynamic environment.
• Strong interpersonal skills with the ability to work both independently and collaboratively within cross-functional teams.
• Highly organized with strong analytical capabilities and attention to detail across processes and deliverables.
• Excellent written and verbal communication skills, with the ability to clearly articulate issues, solutions, and status updates to stakeholders.
• Bachelor’s degree or equivalent work experience in a relevant field.

Desired Skills

• Proactive approach to bringing forward new ideas and perspectives to drive innovation and deliver differentiated solutions.
• Ability to work across diverse viewpoints, leveraging differing perspectives to determine the most effective path forward.
• Willingness to challenge the status quo, champion new approaches, and promote positive organizational change.
• Active participation in and drive for initiatives to enhance tools, technology, and ways of working to better support an evolving client base.
• Commitment to valuing diversity of thought and background, fostering an inclusive environment that reflects and supports the diverse needs of clients and employees globally.

Skills

• Leadership Development
• Performance Management
• Process Management
• Process Performance Management
• Talent Development
• Account Management
• Client Management
• Customer Service Management
• Relationship Building
• Business Operations Management
• Policies, Procedures, and Guidelines
• Risk Management

Schedule

1st shift (United States of America), 40 hours per week.