This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In-office days will be 3 per week averaging 12 days per month in our **Southfield, MI** Corporate Office.

**Responsibilities**

+ Supervise a team of 10-12 associates who provide support to clients and advisors via phone, email and eventually chat.
+ Lead a team supporting Capital Access operations, ensuring accurate and timely processing of client/branch requests and onboarding activities.
+ Utilize knowledge of banking and brokerage operations to support operational effectiveness and mitigate risk.
+ Interact with contracted vendors (Fiserv, UMB Bank, Deluxe, Visa) who help deliver the Capital Access cash management products and services provided to clients.
+ Contribute to the development of annual and longer-term business plans; forecast performance against key business performance indicators (KPIs); develop business cases for key ac...