Middle Office Specialist Tm Ld

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.

We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance.  401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization.  We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.

We are currently seeking a Wealth Management Middle Office Team Lead that is responsible for managing and leading a team of Wealth Middle Office Specialists in various support roles on the Middle Office Team. The individual in this role acts as an intermediary between the front office (Client advisors, Trust Officers, Wealth Support Team) and the Middle Office team providing guidance and problem resolution. This role will be responsible for the successful leadership and management of various staff on the Middle Office Team. The Team Lead must excel in managing through change, adapting to evolving business needs and client requirements. The Team Lead can also perform all the duties of a Middle Office Specialist.

Key Accountabilities

Leadership and Management: 

• Troubleshoot and resolve issues, and act as a first line of escalation for the team.
• Perform management responsibilities including staffing, performance management, coaching, and recruitment.
• Drive team performance to ensure a high level of service to clients and internal partners.
• Promote a culture of positivity, adaptability, and continuous improvement within the team.
• Lead and support various projects as needed.
• Ensure that all functions are supported, cross training is in place, and processes are documented.
• Manage team effectively by providing feedback and coaching to direct reports thru weekly one-on-ones,

Daily Oversight:

• Assist as needed in completion of department duties, ensuring that key controls are followed, documenting and updating procedures, and ensuring that all support requests are completed by the team on a timely basis.
• Monitor quality and quantity of support provided by the team and ensure high risk items are completed timely and accurately.
• Maintain a comprehensive understanding of all functions supported in Middle Office.
• Foster a collaborative environment, supporting team members in resolving complex account issues and client requests.

Key Competencies for Position

• Develops Talent - Develops team members' effectiveness in their current and future roles through development activities. Identifies issues, continuously provides coaching, mentoring, feedback and support to aid in building trust, development and promotability.  Identifies the right people for the right role while leveraging diversity. Encourage a collaborative and adaptable team environment.
• Promotes Change - Drives change within team. Communicates what needs to change, why and impact of change.  Demonstrates agility while engaging team members to gain insight and ensure acceptance while deploying others to implement new solutions.  Proactively recognizes a need and takes accountability for implementing an improvement and/or change.  Drives changes by encouraging the team to think creatively and act differently to enhance client, community and shareholder value.
• Makes Decisions & Solves Problems - Collaborates and seeks to identify what caused the issue, comparing data from different sources within Old National to draw conclusions. Implements appropriate solutions and evaluates results within team. Demonstrate strong decision-making skills, consulting with experts and following policies and guidelines to resolve issues.
• Delights Clients - Supports an environment for passionately serving internal/external clients with excellence. Understands data, metrics and/or financial information and how they tie to business outcomes related to client, team, and business area. Demonstrate strong decision-making skills, consulting with experts and following policies and guidelines to resolve issues. Excel in managing and leading through change, adapting strategies and approaches as required.
• Leads Inclusively - Leverages the power of inclusion to source, develop and retain diverse talent. Engages all team members to leverage insights from diverse backgrounds, cultures, perspectives, styles, etc. 
• Personifies ONB Culture - Holds self and team member accountable to model our values. Focuses team’s efforts towards common good and connects them to the broader organization by investing time, heart, and expertise to help clients and communities thrive. 

Qualifications and Educations Requirements

• Associate or bachelor’s degree in business, Finance, or a related field; or equivalent work experience.
• Minimum of three years’ work experience, preferably supervisory experience in operations or middle office.
• Strong knowledge of trust and wealth management processes, legal and regulatory requirements.
• Proficiency in Microsoft Applications; experience with FIS TrustDesk a plus.
• Excellent verbal and written communication skills, with a focus on client service and team collaboration.

Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. 

As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. 

We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.

Our culture is firmly rooted in our core values.

We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.

We are Old National Bank.  Join our team.