Senior Specialist, Client Porcessing

We’re seeking a future team member for the role of Vice President, Trade Capture to join our team. This role is located in Lake Mary.

In this role, you’ll make an impact in the following ways:

• Maintain accountability for risk management, controls, audit readiness, and regulatory compliance.
• Drive process standardization, simplification, operational resilience, and continuous improvement.
• Lead incident management, root cause analysis, and implementation of sustainable remediation solutions.
• Execute a clear automation and AI roadmap for Instruction Capture activities.
• Reduce manual dependency while improving throughput, quality, and scalability.
• Partner with Product, Technology, and AI teams to implement sustainable, enterprise-ready solutions.
• Deliver measurable business outcomes, including reduced errors, faster turnaround times, and capacity release.
• Serve as a Trade Capture subject matter expert, with a focus on ETF processing, including orders, baskets, and lifecycle events.
• Promote consistency across processes, controls, and data practices globally.
• Influence adoption of AI-enabled process improvements across regions and teams.
• Lead a large regional team and build strong leadership depth across the organization.
• Develop future-ready capabilities across AI, digital fluency, and data-driven decision-making.
• Foster a culture of ownership, accountability, and continuous improvement.

To be successful in this role, we’re seeking the following:

• 7+ years of experience in Financial Services Operations.
• Deep expertise in Instruction Capture, Trade Capture, or related operational domains.
• Strong experience across:
  • Trade Capture / Instruction Capture in Equities, Fixed Income, and Derivatives.
  • Front-to-back trade lifecycle processes, from execution through capture, enrichment, and downstream processing.
  • ETF trade lifecycle, including orders, baskets, NAV impact, and processing flows.
• Demonstrated success in:
  • Delivering automation and AI initiatives with measurable business impact.
  • Strong understanding of operational risk, controls, and regulatory frameworks.
  • Ability to lead regionally while influencing stakeholders globally.