Private Wealth Operations Manager

Job description

The Wealth Ops Manager will be responsible for managing all activities relating to the Wealth Management function within the Operations Department and you will manage a team of Service and Support Specialists. The Wealth Ops Manager is responsible for the direct daily supervision, coaching, and development of the colleagues in their department. Primary responsibilities include: Ability to work effectively with sales leadership and sales managers daily - Manage the risks associated with transaction and exception processing of investment products in a bank environment. - Subject matter expert in all matters pertaining to Wealth Management Operations and will be responsible for providing guidance on escalated items. - Ability to resolve issues/escalations in a timely manner, with the ability to communicate resolutions to end clients and internal clients effectively. - Perform quality control audits on paperwork and transactions, to ensure service standards are met, policies and procedures are followed, and all risk and regulatory supervision is completed. - Manage, direct, and coordinate the daily activities of the Wealth Management operations group using independent judgement and dis...