BetaNXT · 11 hours ago
Tabulations Manager
Cary, NC, US
Full-time
Hybrid
Mid, Senior Level
5+ years expBetaNXT is a leading provider of frictionless wealth management infrastructure and real-time data solutions. The Tabulations Manager is responsible for overseeing the domestic and global tabulations team, ensuring productivity, managing complex projects, and driving effective performance management.
FinanceOutsourcingWealth Management
Responsibilities
Demonstrate leadership across the team and organization
Ensure consistency in execution across domestic and global tabulations tasks
Ensure daily work in the areas is allocated, monitored, and completed according to deadlines
Maintain and ensure procedures are kept current
Manage onboarding of new employees including equipment and Human Resources requests
Responsible for SOC control compliance
Establish priorities within the team, establish work schedules, organize, and direct the flow of work
Adjust individual assignments as needed
Attend and participate in technology development efforts and meetings
Facilitate and lead team meetings
Coordinates and provides day-to-day oversight of processing and staff
Educate and inform staff about department’s services and updates
Identify potential obstacles or hurdles in meeting accuracy or performance requirements and incorporating best practices to mitigate and prevent each from occurring in the future
Identify process improvements and procedure updates
Manage and direct multiple priorities within tight time constraints
Interact with all levels of internal staff and management
Engage with peers, clients, and external business partners, promoting strong partnerships and working relationships
Plan for and respond to changing processing, management needs, and seasonal fluctuations of workload
Provide consistent and thorough updates to management
Other duties as assigned
Qualification
Required
5+ years of experience in the financial services industry
2+ years of leadership experience
Demonstrates strong research, analytical, and critical‑thinking capabilities
Maintains a high level of accuracy with exceptional attention to detail
Proficient in Microsoft Excel with the ability to manipulate and interpret data effectively
Thrives in managing multiple tasks and projects while meeting tight deadlines
Possesses excellent organizational skills with the ability to prioritize effectively
Communicates clearly and professionally in both written and verbal formats, engaging effectively with internal and external stakeholders
Able to stay focused and productive while executing repetitive or process‑driven tasks
Willing to work flexible hours, including extended schedules when business needs require
Collaborative team player who contributes positively within the team and across the organization
Displays strong visual inspection and quality‑review skills
Adapts quickly to shifting priorities and evolving business needs
Company
BetaNXT
BetaNXT is a wealth management company that provides frictionless wealth management enterprise solutions.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Robert Santella
Chief Executive Officer
Stephen Daffron
Executive Chairman
Recent News
2025-11-24
Company data provided by crunchbase