The candidate will work closely with the Director of Operations to define and execute the strategic plans for Wealth Operations. The focus of the role is to review and monitor existing operations processes, identify areas of opportunity and drive continuous improvement. They will partner with the Wealth Management Operations team and key business partners to socialize and implement change.
The candidate must be a strong leader with the ability to implement and drive change within the organization. They must have the ability to identify complex risks early and develop actionable mitigation plans. The candidate must be highly analytical with experience in using objective data to drive strategic recommendations. The candidate must be able to concisely explain complex issues to audiences of varying seniority. The candidate must also possess strong written and oral executive-level communications skills
In this role the manager will have the following Roles & Responsibilities:
Experience and Skills:
Education and Licenses: