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Eaton Vance Director of Operations and Technology in Boston, Massachusetts

By joining Eaton Vance, you’ll become part of a company that has one of the best employee retention rates in the financial services industry. We offer competitive salaries, generous benefits, and tremendous opportunities for growth and development. If you do not see a position that fits your career objectives, please return to this site in the future as our hiring needs will change. We look forward to your becoming a part of our continued success!

Basic Purpose:

The Director of Operations and Technology will oversee day-to-day technology solutions and investment operations in place to support the firm and will facilitate growth initiatives for WaterOak. The position will be responsible for the full range of activities which includes project management to implement and enhance any applications used by the firm and will be responsible for developing and executing an effective technological and operational roadmap for WaterOak.

Primary Responsibilities:

  • Coordinate and lead the implementation of all WaterOak technology Initiatives

  • Assess current business processes and evaluate the impact of business process changes required by strategic initiatives

  • Provide assistance with the execution of business initiatives with a goal of providing WaterOak with a competitive advantage

  • Liaise with colleagues across the parent company and affiliates to foster inter-departmental cooperation

  • Oversee standard operating procedures that support the investment operations process, including reconciliation of accounting records, reporting, and advisory fee invoicing

  • Offer front-line support for technology and operations to colleagues

  • Provide direction for applying the next generation of technology solutions

  • Practice continuous improvement and continual learning.

  • Stay abreast of trends and changes in industry and technology field

  • Maintain WaterOak’s effectiveness and efficiency by supporting strategic plans for implementing information technologies

  • Supervise staff of operations and administrative staff

Job Requirements:

  • Minimum of 10+ years of relevant experience supporting wealth management

  • Experience working with portfolio management applications

  • Extensive knowledge of current technologies used by wealth management firms

  • Strong commitment to continued learning

  • Expertise in conflict resolution

  • Experience in budgeting, risk management and change management.

  • Excellent verbal and written communication skills.

  • Strong project management skills.

  • Strong people management skills across all levels of the organization.

  • Demonstrated ability to lead in all project situations that will include cross-functional teams.

  • Demonstrated ability to gain consensus in a diverse working group that may involve both IT and business leaders across multiple disciplines.

  • Strong analytical and organizational skills.

This policy applies to Eaton Vance Corp. and all subsidiary companies (the “Company”).

The Company is an equal opportunity employer and is committed to providing a work environment that is free of discrimination and harassment. It does not discriminate against applicants or employees with respect to any terms or conditions of employment on account of race, color, religion, creed, national origin, ancestry, sex, sexual orientation, age, pregnancy, parenthood, physical or mental disability (actual or perceived), medical condition including genetic characteristics, marital status, citizenship status, military service, gender, gender identity or expression, registered domestic partner status, domestic violence victim status, status with regard to public assistance, or any other characteristic protected by applicable federal, state or local laws. Eaton Vance also prohibits discrimination based on the perception that a person has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. This commitment applies to all persons involved in the operations of the Company, and prohibits unlawful discrimination by any employee of the Company, including supervisors and co-workers. All employment decisions shall be consistent with the principles of equal employment opportunity.

The information on this Web site is for U.S. residents only. The information on this Web site does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Eaton Vance does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. © Eaton Vance Management. All rights reserved. Two International Place, Boston, MA 02110

Eaton Vance is a leader in pioneering innovative investment strategies that address investor needs amid changing market environments. As a company, we have long embraced six core values: integrity, professionalism, teamwork, client focus, creativity/adaptability and excellence. As a workplace, Eaton Vance offers its employees a quality work environment and a congenial, collaborative atmosphere.

The company is consistently ranked among the Top 100 Places to Work in Massachusetts by The Boston Globe.

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