Fund Services Team Lead

Why work for us?

A career at Janus Henderson is more than a job, it’s about investing in a brighter future together.

Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.

Our Values are key to driving our success, and are at the heart of everything we do:

Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust

If our mission, values, and purpose align with your own, we would love to hear from you!

• Supervise and manage day-to-day workflow and staff for one or more function in accordance with departmental guidelines which include:

• • Phone Operations: Direct retail fund shareholder support
  • Processing Operations: Transaction processing for retail shareholders and intermediary back offices
  • Exception Operations: Support research and resolution for direct retail fund shareholders and Intermediaries
  
  

• Monitor and manage team workflow to ensure alignment with departmental standards
• Provide coaching, performance evaluations, and feedback
• Identify training needs and support employee development.
• Recommend staffing actions including forecasting, hiring, termination, and compensation.
• Track PTO, payroll, and performance metrics.
• Research and resolve complex client issues to ensure satisfaction.
• Handle escalated calls and complaints within company policy.
• Analyze trends and recommend improvements to enhance quality, efficiency, and client experience.
• Identify workflow gaps and technology needs; develop and implement business case recommendations.
• Partner with internal teams and external vendors to resolve issues and support projects
• Carry out additional duties as assigned

• Hybrid working and reasonable accommodations
• Generous Holiday policies
• Excellent Health and Wellbeing benefits including corporate membership to Wellhub
• Paid volunteer time to step away from your desk and into the community
• Support to grow through professional development courses, tuition/qualification reimbursement and more
• Maternal/paternal leave benefits and family services
• Unique employee events and programs including a 14er challenge
• Complimentary beverages, snacks and all employee Happy Hours

• FINRA Series 6, 63 licensed
• FINRA Series 26 (Principal) license preferred or must be obtained within 120 days of hire
• Coaching and Employee Development
• Problem Solving and Decision Making
• Strategic Thinking
• Continuous Improvement Mindset
• Accountability
• Adaptability
• Process Improvement

• High School or GED required; Bachelor’s degree or equivalent work experience preferred
• One-year supervisory experience preferred
• Mutual funds/financial services experience or equivalent preferred
• Training and Knowledge Sharing
• Data and Metrics Awareness
• Influencing without Authority
• Project Leadership

• Yes

• Mentoring
• Leadership development programs
• Regular training
• Career development services
• Continuing education courses

Annual Bonus Opportunity: Position may be eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.

Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits.

Janus Henderson Investors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. All applications are subject to background checks.

Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee’s job functions (as determined by Janus Henderson at its sole discretion).

You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants’ past political contributions or activity may impact applicants’ eligibility for this position.

You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.