Analysis & Reporting Manager (Charlotte, NC)

Job description

The Analysis & Reporting Manager will be responsible for managing activities relating to the Wealth Management function within the Operations Department and you will manage a team of Analysis & Reporting Operations Specialists. The Analysis & Reporting Manager is responsible for the direct daily supervision, coaching, and development of the colleagues in their department, serving as a subject-matter expert in Wealth Management Operations and a primary escalation point for complex operational, system, and client-related issues. Job requirements: Manage the risks associated with client reporting in a bank environment. The Analysis & Reporting Manager is expected to be a subject matter expert in all matters pertaining to Wealth Management Operations and will be responsible for providing guidance on escalated items. They must have the ability to resolve issues/escalations in a timely manner, with the ability to communicate resolutions effectively. The manager oversees daily operational workflows using independent judgment and discretion, ensuring regulatory, risk, and supervisory requirements are met through quality control reviews, audits, and adherence to established policies and pro...