Coordinator, Static Data

Overview

Connecting clients to markets – and talent to opportunity.With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth.

Business Segment Overview

Corporate: Engage in a deep variety of business-critical activities that keep our company running efficiently. From strategic marketing and financial management to human resources and operational oversight, you’ll have the opportunity to optimize processes and implement game-changing policies.

Position Purpose: Serve as a subject matter authority for client static data across the North America clearing platform (GMI), with responsibility for managing account structures, sales codes, commission schedules, and fee tables. Independently interprets client documentation, firm policy, and regulatory requirements to determine how accounts are established and maintained, and designs and evaluates the controls that safeguard the accuracy of the firm's books and records.

Responsibilities

Primary duties will include:

• Review, validate, and enter new account and static data information in GMI.
• Evaluate, approve and process account maintenance requests, including updates to account records, instructions, sales codes, commission structures, and fee schedules, assessing revenue, risk, and client impact before authorizing each change.
• Analyze specialty and complex account structures, exercising independent judgment to determine the appropriate treatment where firm procedures do not prescribe an outcome, and consult with Compliance, Legal, or Operations leadership on matters of significance.
• Design and maintain the monitoring and reconciliation framework for static data files, and represent the function to internal audit, external audit, and regulatory examiners.
• Investigate and resolve static data discrepancies raised by clients, brokers, or internal teams, determining root cause and implementing corrective and preventive measures.
• Advise Customer Service, Accounting, Compliance, and Sales on the static data implications of client and product decisions, and negotiate resolutions to cross-functional process issues on behalf of the function.
• Serve as the escalation point and technical resource for the static data team, training team members, reviewing the work of others, and setting quality standards for the function.
• Lead process improvement initiatives and represent Static Data on projects involving system enhancements, new products, and onboarding of new business, formulating and presenting recommendations to management.
• Exercise discretion and independent judgment with respect to matters of significance, including authority to interpret and apply firm policy, to vary from standard procedure where warranted, to set work priorities for the function.
• Own static data reporting and control metrics, evaluating results and recommending policy, procedure, and system changes to management to enhance accuracy, consistency, and efficiency.
• Perform other duties as assigned.

Qualifications

To land this role you will need:

• Minimum of 2 years of related financial services, futures or derivatives operations, or account maintenance experience, including demonstrated experience exercising independent judgment on complex account matters.
• Demonstrated analytical judgment and the ability to interpret complex account documentation, firm policy, and regulatory requirements.
• Effective communication, organization, customer service, and follow-up skills.

What makes you stand out:

• GMI or similar clearing, account, or back-office system experience preferred.

Education / Certification Requirements:

• Bachelor's degree in business, finance, accounting, or a related field required; equivalent professional experience may be considered in lieu of a degree.

Working Style:

• 4 days per week onsite, 1 day per week remote
• Must be authorized to work in the U.S. for any employer.

Hiring Salary Range $60,000 - $75,000. Salary to be determined by the education, experience, knowledge, skills and abilities of the applicant, internal equity and alignment with market data.)   Subject to business performance and recommendations of management, this role may be eligible to participate in an incentive compensation plan.  This compensation package, in addition to a full range of medical, financial, and/or other benefits, dependent on the position, is offered.