BetaNXT · 21 hours ago
Manager, Operations and Collections
Cary, NC, US
Full-time
Onsite
Senior Level
6+ years expBetaNXT is a leading provider of frictionless wealth management infrastructure and real-time data solutions. The Manager, Operations and Collections will provide leadership for the team, ensuring timely and accurate completion of departmental tasks while overseeing compliance with regulatory requirements.
FinanceOutsourcingWealth Management
Responsibilities
Accountable for ensuring timely and accurate completion of the department’s tasks (Collections, Proxy Support, Disclosure/NOBO processing)
Interact with clients to assist with queries related to invoices and payments
Coordinate with finance to reconcile payment discrepancies
Manage escalations with department leaders related to invoice challenges
Support Proxy team for material requests, inventory maintenance tasks
Ensure completion of NPI data based requests of Shareholder Disclosure files and Nobo Files
Accountable for the department’s SLA performance
Accountable for ensuring all procedures and processes meet global regulatory requirements
Responsible for training, mentoring, and assessing staff performance
Interpret, develop, and implement operational policies and procedures for functions of low to moderate complexity within the designated scope of responsibility
Exercise sound judgment to allocate resources, set priorities, and resolve operational issues to ensure the team meets business objectives
Provide mentorship and professional development to direct reports; actively participate in recruiting and onboarding top talent
Independently lead complex projects and initiatives that impact both the team and the broader organization
Design and execute strategies that optimize staffing processes while ensuring all specialized functions adhere to regulatory and compliance standards
Drive effective performance management across all team members to support growth, accountability, and operational excellence
Monitor regulatory and industry developments to assess potential team impacts and collaborate with Risk and other key stakeholders on emerging changes
Serve as a primary liaison for clients and Relationship Managers, ensuring strong communication and service delivery
Represent the firm in industry forums and working groups to stay current on trends and help shape best practices
Promote and enforce a strong control mindset across the team to ensure adherence to internal policies and risk frameworks
Coach, develop, and support staff to build a high‑performing, engaged team
Analyze market data to identify trends and provide insights to senior management
Qualification
Required
6+ years of relevant experience with essential managerial competencies preferably within the financial services industry
Solid understanding of financial services operations
Proficiency in Microsoft Office tools including Excel, Word, Outlook, Teams, and Visio, as well as familiarity with SQL
Experience working with NetSuite
Ability to manage multiple projects and meet deadlines in a dynamic environment
Proven daily communication and interaction skills with clients, operations teams, industry peers, and external partners
Ability to effectively manage staff workload, priorities, and seasonal fluctuations
Forward‑thinking approach with the ability to anticipate departmental needs and identify opportunities to enhance processes and data collection
Exceptional organizational skills and high attention to detail
Solid research and problem‑solving skills with the ability to work independently
Ability to build, motivate, and support teams
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