Steven Mccarthy Email & Phone Number

Wrentham, Massachusetts, United States

Wrentham, Massachusetts

• Prioritize work assignments for Operations Scrum Team in an Agile environment
• Collaborate with business units to identify technology needs
• Maintain a sizable backlog with user stories to be completed
• Discuss business requirements with developers to ensure proper releases
• Quality assurance review for newly developed applications
• Give direction to a team of 15 to ensure the understanding of the business vision

• Supervise up to 10 direct reports, providing ongoing feedback as well as conduct annual reviews
• Create and maintain a complex and detailed training materials
• Deal with escalated issues that arise
• Present to the financial advisor force about new projects involving New Accounts
• Support IT to automate various workflows and projects
• Work with financial advisors on New Accounts issues/procedures/concerns

• Oversee New Accounts Personnel: Plan, allocate, and monitor work and provide feedback as needed
• Interview prospective employees and help makes employment recommendations
• Train all new employees, as well as offer supplemental training for current employees
• First point of contact for employees and other operational departments on escalated items
• Perform qualitative analysis of internal audits and employee stats to ensure employees are up to Commonwealth’s indispensable standards

• Provide training and coaching to New Accounts Associates while acting as a mentor for less tenured employees
• Review brokerage applications for multiple account types
• Perform various maintenance activities including checkwriting and trading authorizations
• Review fee based contracts and added the representatives fee based business into the reporting system as well as perform maintenance activities for the fee based accounts
• Liaison to other operarional departments as they work directly with the new accounts department

• Convert offices client data to Commonwealth's CRM
• Work with offices to qualify its needs, gather and reconcile data, and ensure a smooth transition
• Install a variety of different software on advisor’s computers